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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 %
CIC
2026
Cornercap Investment Counsel
Georgia
$256K +$17.5K +158 +7%
SC
2027
Scholtz & Company
Connecticut
$256K +$35K +317 +16%
POIA
2028
Pin Oak Investment Advisors
Texas
$255K +$16K +145 +7%
AIA
2029
Alera Investment Advisors
Illinois
$255K +$255K +2,304 New
WCM
2030
Windsor Capital Management
Arizona
$254K -$78.8K -713 -24%
BCM
2031
Beck Capital Management
Texas
$254K -$11K -100 -4%
TCM
2032
Tradewinds Capital Management
Washington
$252K +$221 +2 +0.1%
SG
2033
StoneX Group
New York
$251K -$115K -1,026 -31%
SWA
2034
SFMG Wealth Advisors
Texas
$251K +$9.38K +85 +4%
MIFH
2035
Migdal Insurance & Financial Holdings
Israel
$250K -$243K -2,196 -49%
Balyasny Asset Management
2036
Balyasny Asset Management
Illinois
$249K -$3.35M -30,385 -93%
MFG
2037
Monte Financial Group
Connecticut
$249K +$3.76K +34 +2%
BP
2038
Broadleaf Partners
Ohio
$246K – – –
HCP
2039
Holt Capital Partners
Texas
$246K +$246K +2,225 New
CP
2040
Coho Partners
Pennsylvania
$245K – – –
EBSAM
2041
Eubel Brady & Suttman Asset Management
Ohio
$245K +$221 +2 +0.1%
KWA
2042
KCS Wealth Advisory
California
$244K -$1.55K -14 -0.6%
OFW
2043
Omnia Family Wealth
Florida
$244K – – –
BCA
2044
Benchmark Capital Advisors
New York
$243K – – –
MSR
2045
Main Street Research
Connecticut
$243K +$243K +2,195 New
AAM
2046
Augustine Asset Management
Florida
$242K – – –
KFA
2047
Kays Financial Advisory
Georgia
$242K +$242K +2,191 New
WCWM
2048
Willow Creek Wealth Management
California
$241K – – –
IWA
2049
Inspirion Wealth Advisors
Illinois
$241K – – –
RTS
2050
Round Table Services
New Jersey
$240K -$40.5K -367 -14%
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