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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 %
ACI
1851
Alpha Cubed Investments
California
$503K -$77.7K -593 -13%
PWPS
1852
Pinnacle Wealth Planning Services
Ohio
$503K +$53.3K +406 +12%
FSC
1853
Full Sail Capital
Oklahoma
$503K +$86.3K +670 +21%
CRWM
1854
Castle Rock Wealth Management
California
$502K +$502K +3,831 New
FFG
1855
Frisch Financial Group
New York
$499K -$334K -2,546 -40%
BCM
1856
Bluefin Capital Management
New York
$497K +$497K +3,793 New
KS
1857
Karpas Strategies
Connecticut
$496K – – –
CAMG
1858
CWA Asset Management Group
Florida
$496K +$23.7K +181 +5%
BIM
1859
Beach Investment Management
Pennsylvania
$494K – – –
GP
1860
Geneva Partners
Wisconsin
$494K +$102K +780 +26%
LC
1861
Lourd Capital
California
$491K +$61.3K +467 +14%
LSC
1862
Lesa Sroufe & Co
Washington
$489K – – –
TIA
1863
Traphagen Investment Advisors
New Jersey
$489K – – –
AIC
1864
Ameritas Investment Company
Nebraska
$488K -$741K -5,649 -60%
SC
1865
SRB Corp
Massachusetts
$488K -$333K -2,539 -41%
HAFS
1866
Hapanowicz & Associates Financial Services
Pennsylvania
$486K – – –
RAM
1867
Redmond Asset Management
Virginia
$485K +$485K +3,698 New
PP
1868
Pegasus Partners
Wisconsin
$480K +$2.49K +19 +0.5%
IIM
1869
Ironwood Investment Management
Massachusetts
$479K – – –
PWM
1870
Paulson Wealth Management
Illinois
$479K +$5.49K +42 +1%
JIP
1871
Jaffetilchin Investment Partners
Florida
$479K +$226K +1,726 +90%
EIG
1872
Ellenbecker Investment Group
Wisconsin
$478K -$21.3K -162 -4%
NQWM
1873
Northwest Quadrant Wealth Management
Oregon
$478K – – –
FIM
1874
Freedom Investment Management
Connecticut
$478K +$3.93K +30 +0.8%
PCM
1875
Palisade Capital Management
New Jersey
$475K -$300K -2,290 -39%
73 74
75
76 77