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PepsiCo
PEP

Overview Fund Activity

2,254 hedge funds and large institutions have $111B invested in PepsiCo in 2018 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 818 increasing their positions, 905 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+137
Holders Change %
+6.47%
% of All Funds
50.3%
Holding in Top 10
180
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+56.52%
% of All Funds
4.02%
New
255
Increased
818
Reduced
905
Closed
96
Calls
$984M
Puts
$777M
Net Calls
+$207M
Net Calls Change
+$224M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$496M
2
BlackRock
BlackRock
New York
+$251M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$248M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$181M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$177M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$630M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$184M
3
CWM
Cornerstone Wealth Management
Missouri
-$168M
4
Sanders Capital
Sanders Capital
Florida
-$116M
5
Franklin Resources
Franklin Resources
California
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1801
Garde Capital
Washington
$456K +$62.6K +567 +16%
WIA
1802
World Investment Advisors
California
$451K +$451K +3,964 New
BFA
1803
Brendel Financial Advisors
New Hampshire
$451K +$451K +4,078 New
FFC
1804
First Financial Corp
Indiana
$450K -$14.9K -135 -3%
BWM
1805
BT Wealth Management
Georgia
$449K +$449K +3,991 New
AAM
1806
Aureus Asset Management
Massachusetts
$448K -$10.6K -96 -2%
BWM
1807
Baystate Wealth Management
Massachusetts
$446K -$62.6K -569 -12%
JGUA
1808
John G. Ullman & Associates
New York
$446K -$4.09K -37 -0.9%
RPG
1809
Resource Planning Group
Georgia
$446K – – –
FFG
1810
Frisch Financial Group
New York
$446K +$446K +4,036 New
EWM
1811
Executive Wealth Management
Michigan
$446K +$446K +4,039 New
HI
1812
Human Investing
Oregon
$445K +$445K +4,028 New
RFM
1813
Royal Fund Management
Florida
$444K +$24.5K +222 +6%
HFA
1814
Huber Financial Advisors
Illinois
$443K -$10.5K -95 -2%
GLI
1815
Guardian Life Insurance
New York
$443K +$774 +7 +0.2%
NJBEST
1816
New Jersey Better Educational Savings Trust
New Jersey
$442K -$442K -4,000 -50%
YMRC
1817
Yorktown Management & Research Company
Virginia
$442K – – –
BCM
1818
Birmingham Capital Management
Alabama
$442K – – –
CCM
1819
Cullen Capital Management
New York
$442K +$442K +4,000 New
WTFG
1820
Wells Trecaso Financial Group
Ohio
$441K +$27K +245 +7%
LB
1821
Legacy Bridge
Iowa
$441K +$441K +3,993 New
WI
1822
Wintrust Investments
Illinois
$440K +$24.8K +225 +6%
KA
1823
Kaizen Advisory
Illinois
$440K +$81.6K +739 +23%
PAM
1824
PVG Asset Management
Colorado
$439K -$884K -8,016 -67%
HCM
1825
Hutchinson Capital Management
California
$439K -$11K -100 -2%
71 72
73
74 75