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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 %
OAM
2076
Occidental Asset Management
California
$221K +$221K +1,997 New
QCM
2077
Quest Capital Management
Texas
$221K +$221K +2,002 New
LIM
2078
Lathrop Investment Management
Arkansas
$220K +$220K +1,995 New
GPWA
2079
Great Point Wealth Advisors
Massachusetts
$220K +$220K +2,000 New
OBGC
2080
O'Brien Greene & Co
Pennsylvania
$219K +$219K +1,987 New
RIG
2081
Roosevelt Investment Group
New York
$218K -$8.84K -80 -4%
CWSR
2082
Chessman Wealth Strategies RIA
Texas
$218K – – –
CWM
2083
CMH Wealth Management
New Hampshire
$218K – – –
MCM
2084
MV Capital Management
Maryland
$216K – – –
CG
2085
Corundum Group
Colorado
$215K +$215K +1,950 New
Verition Fund Management
2086
Verition Fund Management
Connecticut
$213K -$3.7M -33,524 -95%
CHA
2087
Cedar Hill Associates
Illinois
$212K -$20.7K -188 -9%
FMP
2088
Financial Management Professionals
Texas
$212K – – –
WAM
2089
Wolverine Asset Management
Illinois
$212K +$151K +1,372 +248%
SIA
2090
Strategic Investment Advisors
Michigan
$211K +$211K +1,907 New
PWAG
2091
Polaris Wealth Advisory Group
California
$210K -$13K -117 -6%
JFA
2092
Johanson Financial Advisors
California
$210K +$1.78K +16 +0.9%
OTPPB
2093
Ontario Teachers' Pension Plan Board
Ontario, Canada
$208K -$2.02M -18,262 -91%
SEM
2094
Suncoast Equity Management
Florida
$208K -$17.6K -159 -8%
IA
2095
Independence Advisors
Pennsylvania
$208K -$6.51K -59 -3%
GCM
2096
Gables Capital Management
Florida
$207K -$5.51K -50 -3%
AIS
2097
Accurate Investment Solutions
Pennsylvania
$207K – – –
SMM
2098
Stadion Money Management
Georgia
$205K -$45.5K -412 -18%
BWA
2099
BDO Wealth Advisors
Florida
$205K -$7.53K -68 -4%
HFP
2100
Holistic Financial Partners
Indiana
$205K +$205K +1,855 New
82 83
84
85 86