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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 %
CWM
1651
Confluence Wealth Management
Oregon
$471K +$8.92K +80 +2%
ACI
1652
Alpha Cubed Investments
California
$471K +$107K +961 +29%
LAIC
1653
Lederer & Associates Investment Counsel
California
$468K – – –
DE
1654
Day & Ennis
Georgia
$468K +$446 +4 +0.1%
CAAS
1655
Capital Asset Advisory Services
Michigan
$468K +$4.45K +40 +1%
HC
1656
Hourglass Capital
Texas
$467K +$1.67K +15 +0.4%
AIA
1657
Arbor Investment Advisors
North Carolina
$465K +$334 +3 +0.1%
CHAM
1658
Clear Harbor Asset Management
Connecticut
$463K -$2.56K -23 -0.5%
MWM
1659
Meridian Wealth Management
Kentucky
$461K +$222 +2 +0%
PP
1660
PagnatoKarp Partners
Virginia
$460K -$7.58K -68 -2%
HCM
1661
Hutchinson Capital Management
California
$456K -$17.8K -160 -4%
WBG
1662
Wharton Business Group
Pennsylvania
$454K -$27.6K -248 -6%
AssetMark Inc
1663
AssetMark Inc
California
$453K +$11.6K +104 +3%
TCM
1664
Traynor Capital Management
Pennsylvania
$452K +$16K +144 +4%
SC
1665
Scholtz & Company
Connecticut
$451K +$451K +4,050 New
PWSG
1666
Pacific Wealth Strategies Group
California
$450K +$9.47K +85 +2%
SWA
1667
Sutton Wealth Advisors
Florida
$448K – – –
AC
1668
Alexandria Capital
Virginia
$447K -$16.3K -146 -4%
CCC
1669
Chelsea Counsel Company
California
$446K – – –
BCM
1670
Birmingham Capital Management
Alabama
$446K – – –
BO
1671
BRR OpCo
Ohio
$445K -$20.8K -187 -4%
ECAM
1672
East Coast Asset Management
Massachusetts
$445K – – –
CAM
1673
Covenant Asset Management
New Jersey
$443K – – –
MSR
1674
Main Street Research
Connecticut
$442K -$91.6K -822 -17%
CA
1675
Capital Advantage
California
$442K +$557 +5 +0.1%
65 66
67
68 69