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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 %
Holocene Advisors
2101
Holocene Advisors
New York
$204K -$973K -8,807 -83%
CSPIA
2102
Cary Street Partners Investment Advisory
Virginia
$204K +$204K +1,850 New
MM
2103
Meridian Management
Arkansas
$203K – – –
BRC
2104
Bell Rock Capital
Delaware
$202K -$349K -3,152 -63%
SCP
2105
Silverleafe Capital Partners
Tennessee
$202K +$202K +1,830 New
HPC
2106
HM Payson & Co
Maine
$201K -$18M -163,353 -99%
RCA
2107
Rowland Carmichael Advisors
Arizona
$201K – – –
MFGP
2108
Marshall Financial Group (Pennsylvania)
Pennsylvania
$201K +$201K +1,820 New
SIAS
2109
Shine Investment Advisory Services
Colorado
$196K -$6.29K -57 -3%
FNC
2110
First National Corp
Massachusetts
$196K +$196K +1,778 New
PWM
2111
PRW Wealth Management
Massachusetts
$195K +$195K +1,768 New
CF
2112
Corrigan Financial
Rhode Island
$195K +$195K +1,763 New
IAS
2113
IMA Advisory Services
Colorado
$192K -$551 -5 -0.3%
GWMIA
2114
Global Wealth Management Investment Advisory
Florida
$191K +$191K +1,731 New
HCA
2115
Heck Capital Advisors
Wisconsin
$191K -$4.31K -39 -2%
NCM
2116
Nelson Capital Management
California
$189K -$20.7K -188 -10%
LWA
2117
Lenox Wealth Advisors
New York
$188K +$1.21K +11 +0.6%
LFG
2118
LifePlan Financial Group
Ohio
$185K – – –
LFG
2119
Larson Financial Group
Missouri
$182K +$182K +1,645 New
GT
2120
Glenmede Trust
Pennsylvania
$178K -$14.9K -135,022 -8%
CAC
2121
Certified Advisory Corp
Florida
$175K +$2.75K +25 +2%
BCM
2122
Blume Capital Management
California
$171K – – –
GAM
2123
Gemmer Asset Management
California
$167K +$2.77K +25 +2%
CWA
2124
Clarus Wealth Advisors
Arizona
$163K +$38.5K +348 +31%
PCP
2125
Proficio Capital Partners
Massachusetts
$161K +$18.7K +170 +13%
83 84
85
86 87