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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 %
BSW
851
Buckingham Strategic Wealth
Missouri
$4.11M +$227K +2,082 +6%
BCCM
852
Bridge Creek Capital Management
Massachusetts
$4.09M -$1.63K -15 -0%
GIA
853
GHP Investment Advisors
Colorado
$4.09M +$6.75K +62 +0.2%
PFA
854
Paradigm Financial Advisors
Missouri
$4.08M +$57.3K +526 +1%
VFM
855
Viking Fund Management
North Dakota
$4.08M +$436K +4,000 +12%
AC
856
Addenda Capital
Quebec, Canada
$4.08M -$133K -1,255 -3%
IC
857
InterOcean Capital
Illinois
$4.07M +$2.01M +18,500 +98%
JWM
858
JGP Wealth Management
Oregon
$4.06M +$4.06M +37,326 New
SNT
859
Security National Trust
West Virginia
$4.06M -$117K -1,079 -3%
RWA
860
Ropes Wealth Advisors
Massachusetts
$4.05M -$180K -1,656 -4%
ASN
861
Advisory Services Network
Georgia
$4.05M -$168K -1,458 -4%
VFA
862
Voya Financial Advisors
Connecticut
$4.05M -$16.3K -150 -0.4%
KOCAA
863
Knights of Columbus Asset Advisors
Connecticut
$4.03M -$229K -2,100 -5%
PFSC
864
Peoples Financial Services Corp
Pennsylvania
$4.02M +$67.7K +622 +2%
GAM
865
Garrison Asset Management
Arkansas
$3.99M +$350K +3,211 +10%
IA
866
IFP Advisors
Florida
$3.99M -$233K -2,143 -6%
IAA
867
Independent Advisor Alliance
North Carolina
$3.99M +$438K +4,211 +12%
ECM
868
Exchange Capital Management
Michigan
$3.98M -$190K -1,743 -5%
DIA
869
Dean Investment Associates
Ohio
$3.97M +$469K +4,312 +13%
LNWWM
870
Laird Norton Wetherby Wealth Management
California
$3.97M -$151K -1,390 -4%
PVH
871
Psagot Value Holdings
Israel
$3.95M +$8.28K +76 +0.2%
AC
872
Abbrea Capital
California
$3.95M -$124K -1,141 -3%
CBTWT
873
Community Bank & Trust (Waco, Texas)
Texas
$3.94M +$137K +1,257 +4%
B
874
Bailard
California
$3.93M -$32.2K -296 -0.8%
BIC
875
Beach Investment Counsel
Pennsylvania
$3.93M – – –
33 34
35
36 37