PEP icon

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 %
CRM
1601
Cramer Rosenthal McGlynn
Connecticut
$557K – – –
H
1602
Hexavest
Quebec, Canada
$555K -$52.5M -471,691 -99%
VWA
1603
V Wealth Advisors
Kansas
$547K -$134K -1,206 -20%
HPCM
1604
High Pointe Capital Management
Illinois
$547K -$63.5K -570 -10%
TIM
1605
Tortoise Investment Management
New York
$545K +$44.6K +400 +9%
CCM
1606
Carlson Capital Management
Minnesota
$543K +$14.7K +132 +3%
PSC
1607
Prentiss Smith & Co
Vermont
$542K – – –
FHC
1608
First Heartland Consultants
Missouri
$542K +$1.45K +13 +0.3%
JGUA
1609
John G. Ullman & Associates
New York
$542K +$8.36K +75 +2%
BFM
1610
Boothbay Fund Management
New York
$536K +$536K +4,806 New
ZF
1611
Zhang Financial
Michigan
$535K +$22.6K +206 +4%
TH
1612
Timber Hill
Connecticut
$533K -$246K -2,212 -32%
CIM
1613
CIM Investment Management
Pennsylvania
$533K -$29.7K -267 -5%
IP
1614
Intellectus Partners
California
$533K -$22.3K -200 -4%
AAS
1615
Annex Advisory Services
Wisconsin
$532K -$19.6K -176 -4%
BCM
1616
Becker Capital Management
Oregon
$525K +$98K +879 +23%
FI
1617
FormulaFolio Investments
Michigan
$522K -$23.8K -214 -4%
FIM
1618
Freedom Investment Management
Connecticut
$518K +$1.34K +12 +0.3%
MIM
1619
Miller Investment Management
Pennsylvania
$516K – – –
WC
1620
Whitney & Co
New York
$514K – – –
JFA
1621
JNBA Financial Advisors
Minnesota
$514K – – –
CII
1622
Capital International Inc
California
$513K -$123K -1,100 -19%
BCI
1623
Brinker Capital Investments
Pennsylvania
$513K +$221K +1,988 +76%
NCM
1624
Northside Capital Management
Oregon
$512K – – –
PCM
1625
Prelude Capital Management
New York
$509K -$184K -1,649 -27%
63 64
65
66 67