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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 %
SIRP
701
Shelter Insurance Retirement Plan
Missouri
$6.2M -$762K -7,000 -11%
MMA
702
Miracle Mile Advisors
California
$6.18M +$3.76M +34,492 +155%
WCF
703
West Coast Financial
California
$6.18M +$1.52K +14 +0%
BS
704
Boenning & Scattergood
Pennsylvania
$6.18M +$6.18M +56,726 New
LMGAM
705
Liberty Mutual Group Asset Management
Massachusetts
$6.17M -$28.4K -261 -0.5%
EWM
706
Endurance Wealth Management
Rhode Island
$6.15M -$261K -2,400 -4%
EDRH
707
Edmond de Rothschild Holding
Switzerland
$6.15M -$2.75M -25,223 -31%
CAPTRUST Financial Advisors
708
CAPTRUST Financial Advisors
North Carolina
$6.09M +$673K +6,181 +12%
CIC
709
Carnegie Investment Counsel
Ohio
$6.07M -$120K -1,063 -2%
FAT
710
First American Trust
California
$6.06M -$1.56M -14,357 -20%
MRCM
711
M&R Capital Management
New Jersey
$6.06M -$125K -1,151 -2%
BEAM
712
Baker Ellis Asset Management
Washington
$6.06M -$18.5K -170 -0.3%
SPIA
713
Steward Partners Investment Advisory
New York
$6.05M +$621K +5,706 +11%
PTC
714
Petrus Trust Company
Texas
$6.05M +$469K +4,308 +8%
MCG
715
McCollum Christoferson Group
New York
$6.04M +$7.19K +66 +0.1%
PAI
716
Pittenger & Anderson Inc
Nebraska
$6.02M +$21.8K +200 +0.4%
MCM
717
Murphy Capital Management
New Jersey
$6.02M -$116K -1,069 -2%
PMFA
718
Plante Moran Financial Advisors
Michigan
$6.01M -$38.1K -350 -0.6%
FBC
719
Fairfield, Bush & Co
Connecticut
$6M -$374K -3,431 -6%
TRIM
720
Thompson Rubinstein Investment Management
Oregon
$5.95M – – –
PBT
721
Pictet Bank & Trust
Bahamas
$5.91M +$3.06M +28,100 +107%
PAM
722
Private Asset Management
California
$5.91M -$15.9K -146 -0.3%
HL
723
HeadInvest LLC
Maine
$5.87M -$108K -992 -2%
VAS
724
Valicenti Advisory Services
New York
$5.86M +$1.93M +17,685 +49%
KFP
725
Keystone Financial Planning
Ohio
$5.85M +$580K +5,324 +11%
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