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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 %
CHA
1901
Cooper/Haims Advisors
New York
$363K – – –
LSA
1902
L & S Advisors
California
$363K +$363K +3,287 New
FWP
1903
FAS Wealth Partners
Kansas
$362K -$16.3K -148 -4%
W
1904
Wealthquest
Ohio
$361K +$361K +3,274 New
BONST
1905
Bank of Nova Scotia Trust
Ontario, Canada
$359K -$1.99K -18 -0.6%
SFG
1906
StrategIQ Financial Group
Indiana
$359K – – –
PAM
1907
Premier Asset Management
Illinois
$358K -$30.3K -275 -8%
SIG
1908
Sargent Investment Group
Maryland
$357K +$357K +3,235 New
BO
1909
BRR OpCo
Ohio
$355K -$8.85K -80 -2%
EWM
1910
Empirical Wealth Management
Washington
$355K +$18.8K +170 +6%
SFPIA
1911
Stevens First Principles Investment Advisors
California
$354K – – –
WAM
1912
Wakefield Asset Management
Colorado
$351K -$10.9K -99 -3%
PFA
1913
Pure Financial Advisors
California
$351K +$25.4K +230 +8%
AA
1914
Alesco Advisors
New York
$350K -$28.6K -259 -8%
MAA
1915
Mraz Amerine & Associates
California
$350K – – –
SP
1916
Successful Portfolios
Florida
$349K -$552 -5 -0.2%
CBFP
1917
Cedar Brook Financial Partners
Ohio
$349K +$349K +3,161 New
SRCM
1918
Swift Run Capital Management
Virginia
$348K – – –
FBFS
1919
First Business Financial Services
Wisconsin
$347K +$347K +3,144 New
SAMC
1920
Spectrum Asset Management (California)
California
$342K – – –
ME
1921
McIlrath & Eck
Washington
$341K -$5.52K -50 -2%
SAM
1922
Security Asset Management
New York
$340K -$15.5K -140 -4%
CWM
1923
Cranbrook Wealth Management
Michigan
$340K – – –
EIG
1924
Ellenbecker Investment Group
Wisconsin
$339K +$24.2K +219 +8%
PA
1925
Perennial Advisors
New York
$335K – – –
75 76
77
78 79