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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 %
CC
1076
Chicago Capital
Illinois
$2.4M +$1.07M +9,812 +80%
WF
1077
WealthTrust Fairport
Ohio
$2.4M +$11.2K +103 +0.5%
BS
1078
Banco Santander
Spain
$2.39M -$53.7M -493,005 -96%
CWM
1079
Concentric Wealth Management
California
$2.39M +$136K +1,250 +6%
PWS
1080
Peloton Wealth Strategists
Indiana
$2.39M -$98K -900 -4%
CWS
1081
Cypress Wealth Services
California
$2.39M +$175K +1,611 +8%
IIM
1082
Ipswich Investment Management
Massachusetts
$2.37M +$344K +3,162 +17%
SCM
1083
Sandler Capital Management
New York
$2.37M +$2.37M +21,750 New
Kovitz Investment Group Partners
1084
Kovitz Investment Group Partners
Illinois
$2.36M +$16.1K +148 +0.7%
LDB
1085
Lee, Danner & Bass
Tennessee
$2.35M -$87.7K -805 -4%
BCM
1086
Brookmont Capital Management
Texas
$2.35M +$8.49K +78 +0.4%
MCA
1087
Mercer Capital Advisers
New Jersey
$2.35M -$10.9K -100 -0.5%
WA1
1088
Wimmer Associates 1
California
$2.34M -$50.4K -463 -2%
SC
1089
Schulhoff & Co
Ohio
$2.34M -$41.8K -384 -2%
KTC
1090
Kistler-Tiffany Companies
Pennsylvania
$2.34M +$33.6K +309 +1%
PAM
1091
PVG Asset Management
Colorado
$2.33M -$662K -6,085 -22%
PCM
1092
Poehling Capital Management
Wisconsin
$2.31M -$220K -2,025 -9%
HC
1093
Hendley & Co
Ohio
$2.31M -$37K -340 -2%
CG
1094
Caprock Group
Idaho
$2.31M -$10.3K -95 -0.4%
HW
1095
Hedeker Wealth
Illinois
$2.3M -$146K -1,343 -6%
CBT
1096
Capital Bank & Trust
California
$2.29M +$30.6K +281 +1%
FB
1097
Fulton Bank
Pennsylvania
$2.29M +$101K +932 +5%
JC
1098
JBF Capital
Colorado
$2.29M – – –
CRB
1099
Chad R. Baker
$2.29M – – –
APP
1100
Avantax Planning Partners
Iowa
$2.29M +$79.9K +734 +4%
42 43
44
45 46