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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 %
HPWM
1676
Highland Private Wealth Management
Washington
$441K +$6.14K +55 +1%
AWA
1677
ARS Wealth Advisors
Florida
$438K +$65.5K +587 +18%
WCM
1678
Windsor Capital Management
Arizona
$435K – – –
GC
1679
Garde Capital
Washington
$433K -$89.5K -803 -17%
Wolverine Trading
1680
Wolverine Trading
Illinois
$431K -$3.46M -31,077 -89%
TFF
1681
The Family Firm
Maryland
$430K +$446 +4 +0.1%
CAM
1682
Cubic Asset Management
Massachusetts
$429K -$42.3K -380 -9%
IIM
1683
Ironwood Investment Management
Massachusetts
$429K -$1.45K -13 -0.3%
HCM
1684
Hollencrest Capital Management
California
$425K +$2.9K +26 +0.7%
SS
1685
Sunbelt Securities
Texas
$423K -$99.3K -890 -19%
AWE
1686
Avidian Wealth Enterprises
Texas
$421K +$16.1K +145 +4%
NQWM
1687
Northwest Quadrant Wealth Management
Oregon
$420K +$2.28K +20 +0.5%
UAS
1688
United Asset Strategies
New York
$419K – – –
KS
1689
Karpas Strategies
Connecticut
$418K – – –
LCS
1690
Levin Capital Strategies
New York
$416K – – –
OFW
1691
Omnia Family Wealth
Florida
$411K -$15.7K -141 -4%
HAFS
1692
Hapanowicz & Associates Financial Services
Pennsylvania
$408K -$5.17K -47 -1%
NO
1693
Ninety One
South Africa
$407K – – –
DCM
1694
Driehaus Capital Management
Illinois
$406K -$118K -1,059 -23%
AP
1695
Advisors Preferred
Maryland
$406K +$406K +3,642 New
HCM
1696
Hengehold Capital Management
Ohio
$405K +$19.7K +177 +5%
WP
1697
WealthSource Partners
California
$403K +$27.3K +245 +7%
SQA
1698
Simon Quick Advisors
New Jersey
$403K +$329K +2,950 +443%
CWA
1699
Cypress Wealth Advisors
California
$401K -$147K -1,316 -27%
ID
1700
Integral Derivatives
New York
$399K +$399K +3,579 New
66 67
68
69 70