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PepsiCo
PEP

Overview Fund Activity

2,117 hedge funds and large institutions have $113B invested in PepsiCo in 2018 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 773 increasing their positions, 961 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,117
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
48.48%
Holding in Top 10
115
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-16.06%
% of All Funds
2.63%
New
95
Increased
773
Reduced
961
Closed
72
Calls
$691M
Puts
$708M
Net Calls
-$17.2M
Net Calls Change
-$161M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.4B
2
State Street
State Street
Massachusetts
+$298M
3
Bank of America
Bank of America
North Carolina
+$215M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$192M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$178M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$753M
2
American Century Companies
American Century Companies
Missouri
-$273M
3
Deutsche Bank
Deutsche Bank
Germany
-$228M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$209M
5
Ameriprise
Ameriprise
Minnesota
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
2051
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K +$345 +3 +0.7%
BCM
2052
Brasada Capital Management
Texas
$48K +$3.84K +34 +9%
JAM
2053
JCIC Asset Management
Ontario, Canada
$48K +$40.7K +365 +562%
CCMW
2054
Cypress Capital Management (Wyoming)
Wyoming
$47K – – –
WAS
2055
Winch Advisory Services
Wisconsin
$47K +$337 +3 +0.7%
AI
2056
ArchPoint Investors
Florida
$45K – – –
OAJ
2057
Ogorek Anthony Joseph
New York
$44K – – –
WCM
2058
Wealthcare Capital Management
Virginia
$44K – – –
SIS
2059
Sound Income Strategies
Florida
$44K +$1.67K +15 +4%
RCG
2060
Ruggie Capital Group
Florida
$43K -$31.9K -286 -43%
RIA
2061
RPG Investment Advisory
California
$41K – – –
DOA
2062
D'Orazio & Associates
Virginia
$40K – – –
MUS
2063
Mitsubishi UFJ Securities
Japan
$39K – – –
FWM
2064
Focused Wealth Management
New York
$36K +$333 +3 +0.9%
JWM
2065
Janiczek Wealth Management
Colorado
$35K -$1.13K -10 -3%
SA
2066
SRH Advisors
Kansas
$34K – – –
WAM
2067
Watermark Asset Management
California
$34K – – –
BCM
2068
Bluefin Capital Management
New York
$34K +$34K +300 New
RFWA
2069
RPg Family Wealth Advisory
Massachusetts
$32.5K – – –
FFW
2070
Fusion Family Wealth
New York
$32K – – –
FGAM
2071
Financial Gravity Asset Management
Texas
$30K +$5.52K +48 +23%
CA
2072
Crewe Advisors
Utah
$29K -$7.25K -65 -20%
CC
2073
Claybrook Capital
Massachusetts
$28K – – –
AWM
2074
Avondale Wealth Management
Texas
$28K – – –
WG
2075
Welch Group
Alabama
$25.3K +$984 +8,805 +4%
81 82
83
84 85