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PepsiCo
PEP

Overview Fund Activity

1,996 hedge funds and large institutions have $117B invested in PepsiCo in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 675 increasing their positions, 963 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,996
Holders Change
+29
Holders Change %
+1.47%
% of All Funds
49.84%
Holding in Top 10
213
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.18%
% of All Funds
5.32%
New
96
Increased
675
Reduced
963
Closed
48
Calls
$841M
Puts
$1.01B
Net Calls
-$165M
Net Calls Change
+$4.49M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$304M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$303M
3
Sanders Capital
Sanders Capital
Florida
+$189M
4
Deutsche Bank
Deutsche Bank
Germany
+$178M
5
Renaissance Technologies
Renaissance Technologies
New York
+$150M

Top Sellers

1
State Street
State Street
Massachusetts
-$149M
2
American Century Companies
American Century Companies
Missouri
-$134M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$128M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$127M
5
Norges Bank
Norges Bank
Norway
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
KS
1701
Karpas Strategies
Connecticut
$433K – – –
LCS
1702
Levin Capital Strategies
New York
$432K – – –
HAFS
1703
Hapanowicz & Associates Financial Services
Pennsylvania
$429K +$5.37K +47 +1%
NQWM
1704
Northwest Quadrant Wealth Management
Oregon
$428K +$13.9K +119 +3%
BCM
1705
Bienville Capital Management
New York
$425K – – –
NO
1706
Ninety One
South Africa
$422K -$74.6K -645 -15%
SFS
1707
Summit Financial Strategies
Ohio
$422K +$86.9K +752 +26%
NBC
1708
Neuberger Berman Canada
Ontario, Canada
$421K +$421K +3,642 New
AWE
1709
Avidian Wealth Enterprises
Texas
$420K +$6.36K +55 +2%
AW
1710
Alpha Windward
Massachusetts
$419K -$16.1K -139 -4%
SFG
1711
SNS Financial Group
Minnesota
$406K -$26.3K -227 -6%
HWA
1712
HCR Wealth Advisors
California
$403K -$4.05K -35 -1%
AA
1713
Alesco Advisors
New York
$401K -$23.1K -200 -5%
JWM
1714
Jacobus Wealth Management
Wisconsin
$401K – – –
HCM
1715
Hengehold Capital Management
Ohio
$399K – – –
OWM
1716
Orgel Wealth Management
Wisconsin
$398K +$7.4K +64 +2%
PAG
1717
Pinnacle Advisory Group
Maryland
$397K -$193K -1,667 -33%
EWM
1718
Edge Wealth Management
New York
$397K – – –
AFG
1719
Albion Financial Group
Utah
$396K – – –
NEPWA
1720
New England Private Wealth Advisors
Massachusetts
$395K – – –
SCP
1721
Seizert Capital Partners
Michigan
$394K – – –
VIMU
1722
Veritas Investment Management (UK)
United Kingdom
$393K – – –
AWA
1723
Arete Wealth Advisors
Illinois
$392K +$93.5K +810 +31%
IGGA
1724
Iron Gate Global Advisors
Utah
$390K +$390K +3,374 New
PAM
1725
Premier Asset Management
Illinois
$389K – – –
67 68
69
70 71