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PepsiCo
PEP

Overview Fund Activity

1,984 hedge funds and large institutions have $113B invested in PepsiCo in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 794 increasing their positions, 855 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-12
Holders Change %
-0.6%
% of All Funds
49.54%
Holding in Top 10
163
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-23.47%
% of All Funds
4.07%
New
75
Increased
794
Reduced
855
Closed
64
Calls
$635M
Puts
$1.01B
Net Calls
-$377M
Net Calls Change
-$211M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$339M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$191M
3
State Street
State Street
Massachusetts
+$158M
4
APG Asset Management
APG Asset Management
Netherlands
+$132M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$128M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$417M
2
Ameriprise
Ameriprise
Minnesota
-$277M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$230M
4
EIP
Epoch Investment Partners
New York
-$229M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
1426
RGT Wealth Advisors
Texas
$976K – – –
Capstone Investment Advisors
1427
Capstone Investment Advisors
New York
$975K -$807K -7,247 -45%
RWM
1428
RKL Wealth Management
Pennsylvania
$971K +$52.4K +471 +6%
NB
1429
Nicolet Bankshares
Wisconsin
$968K +$12.8K +115 +1%
WIP
1430
Wellesley Investment Partners
Massachusetts
$963K -$61K -548 -6%
AIS
1431
American Investment Services
Massachusetts
$962K – – –
TCM
1432
TD Capital Management
Tennessee
$955K – – –
VHAM
1433
Van Hulzen Asset Management
California
$952K +$717K +6,430 +305%
DBT
1434
Dubuque Bank & Trust
Iowa
$950K +$415K +3,723 +78%
WA
1435
WealthTrust Axiom
Pennsylvania
$948K -$8.91K -80 -0.9%
PWAP
1436
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$944K +$3.23K +29 +0.3%
ADL
1437
Asset Dedication LLC
California
$939K +$19.2K +173 +2%
ACP
1438
Aviance Capital Partners
Florida
$937K -$279K -2,500 -23%
BL
1439
Balentine LLC
Georgia
$929K -$8.91K -80 -1%
MA
1440
MCF Advisors
Kentucky
$927K +$1.23K +11 +0.1%
SSWM
1441
Sheets Smith Wealth Management
North Carolina
$925K – – –
IWA
1442
Intercontinental Wealth Advisors
Texas
$920K +$334 +3 +0%
EIA
1443
Edgemoor Investment Advisors
Maryland
$915K +$8.7K +78 +1%
CCM
1444
Chickasaw Capital Management
Tennessee
$907K -$33.4K -300 -4%
SM
1445
Sciencast Management
New Jersey
$906K +$906K +8,206 New
MSAM
1446
Moloney Securities Asset Management
Missouri
$904K +$340K +3,050 +60%
CCP
1447
Corient Capital Partners
California
$903K -$613K -5,502 -40%
RIM
1448
Regent Investment Management
Kentucky
$892K – – –
GP
1449
Geneva Partners
Wisconsin
$892K +$892K +8,002 New
PAMG
1450
Patton Albertson Miller Group
Tennessee
$887K -$102K -920 -10%
56 57
58
59 60