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PepsiCo
PEP

Overview Fund Activity

2,151 hedge funds and large institutions have $121B invested in PepsiCo in 2017 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 755 increasing their positions, 888 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,151
Holders Change
+167
Holders Change %
+8.42%
% of All Funds
48.85%
Holding in Top 10
176
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.98%
% of All Funds
4%
New
267
Increased
755
Reduced
888
Closed
80
Calls
$1.03B
Puts
$1.19B
Net Calls
-$156M
Net Calls Change
+$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$336M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$262M
3
AAMU
Amundi Asset Management US
Massachusetts
+$226M
4
Citadel Advisors
Citadel Advisors
Florida
+$208M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$156M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$671M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$485M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$254M
4
Credit Agricole
Credit Agricole
France
-$211M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1476
WealthTrust Axiom
Pennsylvania
$1.02M – – –
DBT
1477
Dubuque Bank & Trust
Iowa
$1.01M -$8.52K -71 -0.8%
CIA
1478
Covington Investment Advisors
Pennsylvania
$1.01M +$96K +800 +10%
OIA
1479
Optimum Investment Advisors
Illinois
$1.01M -$51K -425 -5%
SBL
1480
Sargent Bickham Lagudis
Colorado
$1M -$223K -1,857 -18%
BL
1481
Balentine LLC
Georgia
$1M -$480 -4 -0%
CCP
1482
Corient Capital Partners
California
$1M +$28.5K +238 +3%
MA
1483
MCF Advisors
Kentucky
$997K – – –
SSWM
1484
Sheets Smith Wealth Management
North Carolina
$995K +$120 +1 +0%
LC
1485
Lourd Capital
California
$994K +$311K +2,591 +45%
FAIM
1486
Financial Advocates Investment Management
Washington
$988K +$988K +8,238 New
WPW
1487
Waldron Private Wealth
Pennsylvania
$987K +$140K +1,172 +17%
Verition Fund Management
1488
Verition Fund Management
Connecticut
$985K -$3.11M -25,898 -76%
MSAM
1489
Moloney Securities Asset Management
Missouri
$983K +$10.2K +85 +1%
FHA
1490
Flagship Harbor Advisors
Massachusetts
$980K +$79.4K +673 +9%
IWA
1491
Intercontinental Wealth Advisors
Texas
$978K -$11.9K -99 -1%
RIM
1492
Regent Investment Management
Kentucky
$974K +$13.4K +112 +1%
TPWA
1493
TRUE Private Wealth Advisors
Oregon
$966K +$324K +2,689 +50%
PG
1494
Proffitt & Goodson
Tennessee
$965K -$297K -2,472 -24%
CS
1495
Comerica Securities
Michigan
$962K +$55.4K +459 +6%
NJBEST
1496
New Jersey Better Educational Savings Trust
New Jersey
$959K +$120K +1,000 +14%
CSS
1497
Cubist Systematic Strategies
Connecticut
$952K -$3.77M -31,414 -80%
DRD
1498
Dennis R. Delaney
$951K +$128K +1,070 +16%
ARMT
1499
Amica Retiree Medical Trust
Rhode Island
$949K – – –
BWM
1500
Baystate Wealth Management
Massachusetts
$949K +$16.8K +138 +2%
58 59
60
61 62