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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 %
HIS
1851
Harvest Investment Services
Illinois
$408K +$408K +3,747 New
ECAM
1852
East Coast Asset Management
Massachusetts
$407K – – –
CBT
1853
Central Bank & Trust
Kentucky
$407K – – –
GLA
1854
Good Life Advisors
Pennsylvania
$406K -$12.9K -117 -3%
IP
1855
Intellectus Partners
California
$405K -$458K -4,114 -53%
CWM
1856
Confluence Wealth Management
Oregon
$405K -$2.65K -24 -0.7%
VCM
1857
Vivaldi Capital Management
Illinois
$404K +$104K +940 +35%
MFP
1858
Meridian Financial Partners
Virginia
$404K +$404K +3,655 New
DIM
1859
DC Investments Management
Virginia
$402K +$7.73K +70 +2%
PAMG
1860
Patton Albertson Miller Group
Tennessee
$400K -$59.3K -525 -13%
SIM
1861
SSI Investment Management
California
$400K -$10.9K -99 -3%
PA
1862
Probity Advisors
Texas
$400K +$58.8K +532 +17%
PWP
1863
Principle Wealth Partners
Connecticut
$399K +$399K +3,612 New
CWP
1864
Capital Wealth Planning
Florida
$398K -$211K -1,910 -35%
NEPWA
1865
New England Private Wealth Advisors
Massachusetts
$396K +$19.5K +176 +5%
MAM
1866
Majedie Asset Management
United Kingdom
$394K -$168K -1,484 -30%
NED
1867
Nancy E. Dempze
$394K -$16K -145 -4%
NQWM
1868
Northwest Quadrant Wealth Management
Oregon
$393K -$19.6K -180 -5%
LPT
1869
Legacy Private Trust
Wisconsin
$390K – – –
PWPS
1870
Pinnacle Wealth Planning Services
Ohio
$390K +$145K +1,309 +59%
9WM
1871
9258 Wealth Management
Ohio
$390K +$390K +3,529 New
VDFA
1872
Vickerman & Driscoll Financial Advisors
Washington
$389K +$6.18K +56 +2%
UC
1873
Unio Capital
New Jersey
$389K +$19.3K +175 +5%
CHAM
1874
Clear Harbor Asset Management
Connecticut
$388K – – –
SMFS
1875
Squar Milner Financial Services
California
$388K +$1.77K +16 +0.5%
73 74
75
76 77