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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 %
AC
1501
Alexandria Capital
Virginia
$808K -$128K -1,180 -14%
AWA
1502
AmeriServ Wealth Advisors
Pennsylvania
$807K -$16.9K -155 -2%
SPC
1503
Stewart & Patten Company
California
$802K -$21.8K -200 -3%
KLI
1504
Kelman-Lazarov Inc
Tennessee
$802K +$5.34K +49 +0.7%
PP
1505
PagnatoKarp Partners
Virginia
$802K +$288K +2,644 +56%
VC
1506
Vicus Capital
Pennsylvania
$801K -$4.03K -37 -0.5%
PTC
1507
Philadelphia Trust Company
Pennsylvania
$799K -$47.4K -435 -6%
CT
1508
CPF Texas
Texas
$799K – – –
DBT
1509
Dubuque Bank & Trust
Iowa
$795K -$147K -1,352 -16%
AIM
1510
Allen Investment Management
New York
$794K – – –
ECM
1511
EagleClaw Capital Management
Massachusetts
$787K -$2.72K -25 -0.3%
SCI
1512
Stableford Capital II
Arizona
$785K +$4.9K +45 +0.6%
EIA
1513
Edgemoor Investment Advisors
Maryland
$785K +$49K +450 +7%
SG
1514
Somerset Group
Minnesota
$782K – – –
BWM
1515
Buckley Wealth Management
Nevada
$778K +$71.2K +654 +10%
FCCM
1516
First City Capital Management
Georgia
$772K +$3.27K +30 +0.4%
BWM
1517
Bernicke Wealth Management
Wisconsin
$770K +$184K +1,693 +31%
SS
1518
Simplicity Solutions
Minnesota
$767K +$191K +1,753 +33%
ZAM
1519
Zevin Asset Management
Massachusetts
$765K – – –
CPIA
1520
Cornell Pochily Investment Advisors
New York
$763K -$10.3K -95 -1%
CAM
1521
Close Asset Management
United Kingdom
$763K – – –
SSP
1522
Sapphire Star Partners
Washington
$758K +$19.4K +178 +3%
Cetera Investment Advisers
1523
Cetera Investment Advisers
Illinois
$754K -$18.5K -170 -2%
AWP
1524
Ascent Wealth Partners
New York
$753K +$109 +1 +0%
ACM
1525
Alethea Capital Management
Washington
$752K +$752K +6,908 New
59 60
61
62 63