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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 %
HRC
2151
Hoertkorn Richard Charles
$103K – – –
HWM
2152
Holloway Wealth Management
Florida
$100K -$152K – –
CPA
2153
Cowen Prime Advisors
New York
$99K – – –
LGWM
2154
Litman Gregory Wealth Management
California
$99K +$88.8K +800 +870%
MFT
2155
Moisand Fitzgerald Tamayo
Florida
$93K – – –
TCM
2156
Tributary Capital Management
Nebraska
$93K +$93K +840 New
FAM
2157
Foresters Asset Management
Ontario, Canada
$89K -$11.1K -100 -11%
BC
2158
Barnett & Company
Tennessee
$88K – – –
NSG
2159
Nalls Sherbakoff Group
Tennessee
$84K +$84K +760 New
HCM
2160
Hilton Capital Management
New York
$82K +$10.1K +91 +14%
PCA
2161
Providence Capital Advisors
North Carolina
$81K – – –
SPL
2162
Smart Portfolios LLC
Washington
$80K – – –
BCI
2163
Brinker Capital Investments
Pennsylvania
$78K -$227K -2,044 -74%
W
2164
WealthOne
New York
$78K +$78K +710 New
KL
2165
KWMG LLC
Kansas
$77K – – –
CLM
2166
ClearBridge LLC (Maryland)
Maryland
$77K – – –
AIC
2167
Ayalon Insurance Company
Israel
$74K +$74K +665 New
LF
2168
Lee Financial
Texas
$73K – – –
EARNEST Partners
2169
EARNEST Partners
Georgia
$71K – – –
CFA
2170
Clarfeld Financial Advisors
New York
$71K +$71K +638 New
CCM
2171
Copeland Capital Management
Pennsylvania
$71K +$71K +640 New
EIM
2172
Essex Investment Management
Massachusetts
$71K +$71K +640 New
LWM
2173
Liberty Wealth Management
California
$69K +$69K +628 New
PGWM
2174
Parisi Gray Wealth Management
New Jersey
$67K -$8.65K -78 -11%
SIS
2175
Sound Income Strategies
Florida
$66K +$22.2K +201 +51%
85 86
87
88 89