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PepsiCo
PEP

Overview Fund Activity

2,323 hedge funds and large institutions have $138B invested in PepsiCo in 2019 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 979 increasing their positions, 982 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,323
Holders Change
-5
Holders Change %
-0.21%
% of All Funds
51.02%
Holding in Top 10
209
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+11.17%
% of All Funds
4.59%
New
83
Increased
979
Reduced
982
Closed
71
Calls
$1.15B
Puts
$1.03B
Net Calls
+$120M
Net Calls Change
-$564M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$755M
2
UIM
USS Investment Management
United Kingdom
$181M
3
BlackRock
BlackRock
New York
$14.2B
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$142M
5
State Street
State Street
Massachusetts
$9.15B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.38B
2
Renaissance Technologies
Renaissance Technologies
New York
$415M
3
AAMU
Amundi Asset Management US
Massachusetts
$853M
4
Barclays
Barclays
United Kingdom
$309M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
2301
Virtus ETF Advisers
New York
$21K – – –
BWL
2302
Bogart Wealth LLC
Virginia
$21K – – –
FRA
2303
Front Row Advisors
California
$21K – – –
BEI
2304
Benjamin Edwards Inc
Missouri
$17K +$7.25K +52 +74%
RWG
2305
Regal Wealth Group
California
$15K – – –
BCM
2306
Bourgeon Capital Management
Connecticut
$14K +$14K +101 New
FIA
2307
FNY Investment Advisers
New York
$13K -$67.1K -490 -84%
OAJ
2308
Ogorek Anthony Joseph
New York
$12K – – –
TJHA
2309
Thomas J. Herzfeld Advisors
Florida
$12K +$2.18K +16 +22%
EWA
2310
Evolution Wealth Advisors
Florida
$9K -$20.8K -143 -70%
JIR
2311
James Investment Research
Ohio
$8K – – –
SGAM
2312
Smith Group Asset Management
Texas
$8K +$4.27K +32 +114%
PC
2313
Permanens Capital
New York
$6K – – –
CMBA
2314
C.M. Bidwell & Associates
Hawaii
$6K +$6K +47 New
CAGAS
2315
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
HIM
2316
Hillsdale Investment Management
Ontario, Canada
$4K -$86.7K -650 -96%
LWA
2317
Lowe Wealth Advisors
Maryland
$4K – – –
KHLMVGHM
2318
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$2.33K – – –
IF
2319
Ironwood Financial
Arizona
$2K – – –
PCFFS
2320
Pacific Center for Financial Services
California
$2K – – –
AMCA
2321
Arthur M. Cohen & Associates
Illinois
$1.63K +$36 +247 +2%
BRC
2322
Bell Rock Capital
Delaware
$1K – – –
FCH
2323
Freestone Capital Holdings
Washington
$855 +$855 +6,237 New
KHLMTHM
2324
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$818 – – –
Capital International Investors
2325
Capital International Investors
California
– -$160M -1,223,301 Closed
91 92
93
94 95