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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 %
TFA
1526
Transamerica Financial Advisors
Florida
$749K -$2.56M -23,514 -77%
LSAG
1527
Lake Street Advisors Group
New Hampshire
$743K -$116K -1,069 -14%
BOS
1528
Bingham Osborn & Scarborough
California
$742K +$23.9K +219 +3%
BPM
1529
Bowling Portfolio Management
Ohio
$740K -$90.4K -830 -11%
ECM
1530
Elgethun Capital Management
South Dakota
$739K +$4.47K +41 +0.6%
TFS
1531
TrustCore Financial Services
Tennessee
$734K +$2.29K +21 +0.3%
Kayne Anderson Rudnick Investment Management
1532
Kayne Anderson Rudnick Investment Management
California
$733K – – –
BCA
1533
Bray Capital Advisors
Florida
$733K +$10K +92 +1%
BOS
1534
Bank of Stockton
California
$730K +$7.62K +70 +1%
PCM
1535
Perritt Capital Management
Illinois
$727K – – –
MC
1536
Mathes Company
New York
$724K – – –
JGIA
1537
Jackson Grant Investment Advisers
Connecticut
$722K -$7.73K -71 -1%
BC
1538
Banced Corp
Illinois
$722K +$487K +4,474 +208%
NIM
1539
Nexus Investment Management
Ontario, Canada
$719K – – –
LTI
1540
Laffer Tengler Investments
Tennessee
$715K +$715K +6,569 New
AP
1541
Arlington Partners
Alabama
$714K – – –
BA
1542
BKS Advisors
Michigan
$712K – – –
GTAM
1543
Global Trust Asset Management
Florida
$711K +$14.5K +133 +2%
FAIM
1544
Financial Advocates Investment Management
Washington
$710K -$157K -1,429 -18%
SBL
1545
Sargent Bickham Lagudis
Colorado
$710K -$71.8K -660 -9%
ACM
1546
Ashford Capital Management
Delaware
$707K – – –
IP
1547
Investment Partners
Ohio
$707K +$3.27K +30 +0.5%
BDF
1548
Balasa Dinverno & Foltz
$704K -$117K -1,072 -14%
IWP
1549
Icon Wealth Partners
Texas
$704K -$6.64K -61 -0.9%
WEC
1550
Winslow Evans & Crocker
Massachusetts
$704K – – –
60 61
62
63 64