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PepsiCo
PEP

Overview Fund Activity

2,113 hedge funds and large institutions have $110B invested in PepsiCo in 2018 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 855 increasing their positions, 917 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,113
Holders Change
-27
Holders Change %
-1.26%
% of All Funds
48.44%
Holding in Top 10
137
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-9.27%
% of All Funds
3.14%
New
99
Increased
855
Reduced
917
Closed
105
Calls
$864M
Puts
$719M
Net Calls
+$144M
Net Calls Change
-$127M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$353M
2
AAMU
Amundi Asset Management US
Massachusetts
+$352M
3
Bank of America
Bank of America
North Carolina
+$348M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$339M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$294M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$378M
2
Morgan Stanley
Morgan Stanley
New York
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$244M
4
Renaissance Technologies
Renaissance Technologies
New York
-$230M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
501
Raymond James Trust
Florida
$11.2M +$237K +2,176 +2%
CCM
502
Cadence Capital Management
Massachusetts
$11.1M +$430K +3,953 +4%
HFS
503
Haverford Financial Services
Pennsylvania
$11.1M +$3.27M +30,006 +42%
WIA
504
Wealthstreet Investment Advisors
Texas
$11M +$87.1K +800 +0.8%
HR
505
Howe & Rusling
New York
$11M +$2.11M +19,347 +24%
BM
506
Bislett Management
California
$10.9M – – –
CWM
507
Cornerstone Wealth Management
Missouri
$10.7M +$10.6M +1,164,689 +11,356%
SMI
508
Shelter Mutual Insurance
Missouri
$10.7M -$1.2M -11,000 -10%
RFA
509
Reilly Financial Advisors
California
$10.7M -$122K -1,121 -1%
MHIC
510
Marble Harbor Investment Counsel
Massachusetts
$10.7M -$256K -2,350 -2%
JWBC
511
J.W. Burns & Co
New York
$10.6M -$20.1K -185 -0.2%
BHIA
512
Birch Hill Investment Advisors
Massachusetts
$10.6M +$235K +2,160 +2%
MFBTD
513
MB Financial Bank - Trust Department
Illinois
$10.5M -$135K -1,236 -1%
FCMC
514
Founders Capital Management (Connecticut)
Connecticut
$10.5M -$52.8K -485 -0.5%
GMI
515
Greystone Managed Investments
Saskatchewan, Canada
$10.5M +$185K +1,701 +2%
HCM
516
Highbridge Capital Management
New York
$10.5M -$23.2M -212,860 -69%
IEFM
517
IQ EQ Fund Management
Ireland
$10.5M +$10.5M +96,185 New
SIM
518
Sentry Investment Management
Wisconsin
$10.4M -$1.14M -10,470 -10%
BSA
519
Braun Stacey Associates
New York
$10.3M -$2.05M -18,823 -17%
OWD
520
Osborn Williams & Donohoe
Ohio
$10.3M +$263K +2,418 +3%
CCA
521
Cobblestone Capital Advisors
New York
$10.3M +$28.4K +261 +0.3%
MC
522
Moors & Cabot
Massachusetts
$10.2M -$184K -1,688 -2%
LIC
523
Lodestar Investment Counsel
Illinois
$10.2M +$602K +5,534 +6%
ACA
524
Anchor Capital Advisors
Massachusetts
$10.2M +$1.05M +9,668 +12%
FNFDCM
525
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.2M +$18K +165 +0.2%
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