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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 %
FIM
1826
Frontier Investment Management
Texas
$438K +$20.5K +186 +5%
AWM
1827
AllSquare Wealth Management
New York
$437K – – –
JA
1828
JOYN Advisors
Georgia
$437K +$66.3K +601 +18%
HWA
1829
HCR Wealth Advisors
California
$434K +$434K +3,932 New
WBG
1830
Wharton Business Group
Pennsylvania
$431K – – –
CAM
1831
Covenant Asset Management
New Jersey
$431K – – –
SLF
1832
Sun Life Financial
Ontario, Canada
$430K +$441 +4 +0.1%
KFA
1833
Kelleher Financial Advisors
New York
$428K – – –
OFG
1834
OmniStar Financial Group
North Carolina
$426K -$183K -1,661 -30%
SWMG
1835
Strategic Wealth Management Group
Maryland
$426K +$426K +3,854 New
CIAS
1836
Capital Investment Advisory Services
North Carolina
$425K -$38.4K -348 -8%
CAM
1837
Cubic Asset Management
Massachusetts
$425K – – –
HWMG
1838
Hurlow Wealth Management Group
Indiana
$424K +$424K +3,894 New
IIM
1839
Ironwood Investment Management
Massachusetts
$416K -$7.18K -65 -2%
EWA
1840
ERTS Wealth Advisors
Michigan
$415K +$415K +3,758 New
ACM
1841
AlphaStar Capital Management
North Carolina
$414K -$30.4K -275 -7%
MWP
1842
MYCIO Wealth Partners
Pennsylvania
$414K – – –
TCM
1843
Tanaka Capital Management
New York
$414K – – –
KS
1844
Karpas Strategies
Connecticut
$414K – – –
GA
1845
Greytown Advisors
Florida
$414K +$20.8K +187 +5%
TFF
1846
The Family Firm
Maryland
$412K -$2.87K -26 -0.7%
LSC
1847
Lesa Sroufe & Co
Washington
$412K – – –
HAFS
1848
Hapanowicz & Associates Financial Services
Pennsylvania
$410K – – –
FHC
1849
First Heartland Consultants
Missouri
$409K -$98.4K -891 -19%
ABTD
1850
Arvest Bank Trust Division
Oklahoma
$408K -$9.16K -83 -2%
72 73
74
75 76