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PepsiCo
PEP

Overview Fund Activity

2,328 hedge funds and large institutions have $133B invested in PepsiCo in 2019 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 848 increasing their positions, 1,080 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,328
Holders Change
+34
Holders Change %
+1.48%
% of All Funds
50.64%
Holding in Top 10
188
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.44%
% of All Funds
4.09%
New
126
Increased
848
Reduced
1,080
Closed
59
Calls
$1.51B
Puts
$830M
Net Calls
+$685M
Net Calls Change
+$252M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$531M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$200M
4
BlackRock
BlackRock
New York
+$185M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$150M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$243M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$234M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$224M
4
Renaissance Technologies
Renaissance Technologies
New York
-$169M
5
Franklin Resources
Franklin Resources
California
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPG
1826
Resource Planning Group
Georgia
$530K – – –
HFA
1827
Huber Financial Advisors
Illinois
$530K +$2.1K +16 +0.4%
SMH
1828
Sanders Morris Harris
Texas
$530K +$530K +4,040 New
EWA
1829
ERTS Wealth Advisors
Michigan
$528K -$9.83K -75 -2%
CCM
1830
Cribstone Capital Management
Maine
$526K -$6.55K -50 -1%
LB
1831
Legacy Bridge
Iowa
$524K – – –
OWA
1832
Outlook Wealth Advisors
Texas
$524K +$17K +130 +3%
XS
1833
XR Securities
Illinois
$524K +$33.3K +254 +7%
AAM
1834
Aureus Asset Management
Massachusetts
$523K – – –
JA
1835
JOYN Advisors
Georgia
$522K +$70.4K +566 +16%
SDAM
1836
Shulman DeMeo Asset Management
New York
$522K +$228K +1,738 +77%
PIMG
1837
Patriot Investment Management Group
Tennessee
$520K +$39.3K +300 +8%
AWM
1838
AllSquare Wealth Management
New York
$519K – – –
HWMG
1839
Hurlow Wealth Management Group
Indiana
$518K – – –
GAM
1840
GQ Asset Management
New York
$518K +$171K +1,305 +49%
GIA
1841
Gladstone Institutional Advisory
Florida
$516K +$276K +2,109 +115%
HCM
1842
Hutchinson Capital Management
California
$515K -$3.28K -25 -0.6%
WBG
1843
Wharton Business Group
Pennsylvania
$514K +$2.49K +19 +0.5%
FHC
1844
First Heartland Consultants
Missouri
$514K +$20.1K +153 +4%
CWM
1845
Confluence Wealth Management
Oregon
$510K – – –
CAM
1846
Covenant Asset Management
New Jersey
$506K – – –
CAM
1847
Cubic Asset Management
Massachusetts
$505K – – –
CIP
1848
Convergence Investment Partners
Florida
$505K +$8.91K +68 +2%
KP
1849
Keel Point
Alabama
$504K -$2.75K -21 -0.5%
KFA
1850
Kelleher Financial Advisors
New York
$504K +$504K +3,845 New
72 73
74
75 76