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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 %
AAS
1651
Annex Advisory Services
Wisconsin
$610K +$37.3K +311 +7%
SFI
1652
SPC Financial Inc
Maryland
$609K +$6.35K +53 +1%
SAM
1653
Summit Asset Management
Tennessee
$605K +$480 +4 +0.1%
FIAS
1654
FinTrust Investment Advisory Services
South Carolina
$600K -$12K -100 -2%
CRM
1655
Cramer Rosenthal McGlynn
Connecticut
$600K – – –
TRCT
1656
Tower Research Capital (TRC)
New York
$599K +$438K +3,650 +271%
AWA
1657
Arete Wealth Advisors
Illinois
$597K +$170K +1,415 +40%
TC
1658
Trilogy Capital
California
$594K +$594K +4,957 New
NFG
1659
Nadler Financial Group
Illinois
$591K -$130K -1,085 -18%
PSC
1660
Prentiss Smith & Co
Vermont
$590K +$6K +50 +1%
Jennison Associates
1661
Jennison Associates
New York
$590K +$590K +4,918 New
FM
1662
Forward Management
California
$589K -$31.4K -262 -5%
PRS
1663
Pinkerton Retirement Specialists
Idaho
$589K +$589K +4,989 New
CCM
1664
Carlson Capital Management
Minnesota
$585K +$480 +4 +0.1%
BWM
1665
Bernicke Wealth Management
Wisconsin
$584K +$48.7K +406 +9%
AssetMark Inc
1666
AssetMark Inc
California
$584K +$97.2K +811 +20%
JAFL
1667
Jay A. Fishman Ltd
Michigan
$584K +$64.3K +536 +12%
CISOA
1668
Capital Investment Services of America
Wisconsin
$582K -$18K -150 -3%
CW
1669
Cobiz Wealth
Colorado
$581K -$146K -1,219 -20%
CB
1670
CNB Bank
Pennsylvania
$581K +$581K +4,844 New
MPM
1671
Meritage Portfolio Management
Kansas
$580K -$76.7K -640 -12%
HPCM
1672
High Pointe Capital Management
Illinois
$578K -$10.8K -90 -2%
FHC
1673
First Heartland Consultants
Missouri
$577K -$5.51K -46 -0.9%
CFP
1674
Cornerstone Financial Partners
North Carolina
$575K +$225K +1,874 +64%
FI
1675
FormulaFolio Investments
Michigan
$572K +$10.3K +86 +2%
65 66
67
68 69