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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 %
CM
1676
Columbus Macro
Pennsylvania
$496K -$6.64K -61 -1%
NFG
1677
Nadler Financial Group
Illinois
$496K +$34.4K +316 +7%
SLT
1678
St Louis Trust
Missouri
$495K -$593K -5,450 -55%
Holocene Advisors
1679
Holocene Advisors
New York
$495K -$78.5K -721 -14%
ZF
1680
Zhang Financial
Michigan
$494K -$6.46K -59 -1%
GA
1681
Greytown Advisors
Florida
$494K +$494K +4,534 New
CAG
1682
Csenge Advisory Group
Florida
$492K +$54.5K +506 +12%
KFGK
1683
Keystone Financial Group (Kentucky)
Kentucky
$491K -$61.3K -559 -11%
MCA
1684
Morris Capital Advisors
Pennsylvania
$490K -$653 -6 -0.1%
Carson Wealth (CWM LLC)
1685
Carson Wealth (CWM LLC)
Nebraska
$490K +$160K +1,467 +48%
JFA
1686
JNBA Financial Advisors
Minnesota
$489K – – –
CHA
1687
Cedar Hill Associates
Illinois
$489K +$108K +987 +28%
BWM
1688
Baystate Wealth Management
Massachusetts
$488K -$555K -4,930 -53%
SA
1689
SL Advisors
New Jersey
$488K -$179K -1,644 -27%
JAFL
1690
Jay A. Fishman Ltd
Michigan
$487K -$43.6K -400 -8%
FWCM
1691
First Western Capital Management
California
$483K +$92.7K +851 +24%
SWA
1692
Sutton Wealth Advisors
Florida
$483K – – –
NED
1693
Nancy E. Dempze
$480K -$148K -1,360 -24%
CHAM
1694
Clear Harbor Asset Management
Connecticut
$480K +$10.9K +100 +2%
SL
1695
Summitry LLC
California
$478K -$124K -1,142 -21%
KA
1696
Klingman & Associates
New York
$477K -$132K -1,209 -22%
RFM
1697
Royal Fund Management
Florida
$477K -$51K -469 -10%
CT
1698
Clearstead Trust
Maine
$476K – – –
TL
1699
TrueWealth LLC
Georgia
$476K +$10.5K +96 +2%
AIA
1700
Arbor Investment Advisors
North Carolina
$475K +$436 +4 +0.1%
66 67
68
69 70