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PepsiCo
PEP

Overview Fund Activity

2,294 hedge funds and large institutions have $124B invested in PepsiCo in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 939 increasing their positions, 975 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,294
Holders Change
+40
Holders Change %
+1.77%
% of All Funds
49.73%
Holding in Top 10
180
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.9%
New
143
Increased
939
Reduced
975
Closed
74
Calls
$1.15B
Puts
$718M
Net Calls
+$433M
Net Calls Change
+$226M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1B
2
BlackRock
BlackRock
New York
$12.4B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.47B
4
State Street
State Street
Massachusetts
$7.99B
5
Legal & General Group
Legal & General Group
United Kingdom
$1.05B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$13.9B
2
Fisher Asset Management
Fisher Asset Management
Washington
$28M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.36B
4
O
OppenheimerFunds
New York
$18.4M
5
UBS AM
UBS AM
Illinois
$799M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
2276
Hirtle Callaghan & Co
Pennsylvania
$5K +$5K +41 New
PC
2277
Permanens Capital
New York
$5K +$5K +44 New
TAIM
2278
TD Ameritrade Investment Management
Nebraska
$4K -$22K -176 -85%
HIM
2279
Hillsdale Investment Management
Ontario, Canada
$4K +$667 +5 +20%
CF
2280
Centaurus Financial
California
$3.05K +$628 +77 +26%
LWA
2281
Lowe Wealth Advisors
Maryland
$3K – – –
SGAM
2282
Smith Group Asset Management
Texas
$3K – – –
PCFFS
2283
Pacific Center for Financial Services
California
$2K -$2.82K -24 -59%
DPA
2284
Delphi Private Advisors
California
$2K – – –
IF
2285
Ironwood Financial
Arizona
$2K – – –
HH
2286
HWG Holdings
Texas
$2K – – –
BFG
2287
Beacon Financial Group
Texas
$1.37K -$16 -128 -1%
WAS
2288
WESPAC Advisors SoCal
California
$1K -$16K -160 -94%
IAS
2289
INR Advisory Services
Pennsylvania
$1K – – –
CIM
2290
Contravisory Investment Management
Massachusetts
$1K – – –
WA
2291
WP Advisors
California
$943 +$943 +769 New
Koshinski Asset Management
2292
Koshinski Asset Management
Illinois
$773 -$176 -1,438 -19%
ACA
2293
Ackerman Capital Advisors
Texas
$707 +$2 +14 +0.2%
JPLA
2294
Joseph P. Lucia & Associates
New York
$1 +$1 +122 New
H
2295
Hexavest
Quebec, Canada
– -$90.4M -817,930 Closed
HCM
2296
Hoplite Capital Management
New York
– -$24.1M -217,810 Closed
VCM
2297
Voleon Capital Management
California
– -$22.1M -200,000 Closed
CC
2298
Carlson Capital
Texas
– -$22M -198,874 Closed
HI
2299
Honeywell International
North Carolina
– -$16.4M -148,400 Closed
ESCM
2300
Echo Street Capital Management
New York
– -$11.2M -101,719 Closed
90 91
92
93 94