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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 %
GKIM
1726
GW&K Investment Management
Massachusetts
$499K -$6.01M -50,126 -92%
CHAM
1727
Clear Harbor Asset Management
Connecticut
$499K – – –
AL
1728
Aspiriant LLC
California
$498K -$3.68M -30,653 -88%
CAAS
1729
Capital Asset Advisory Services
Michigan
$498K -$5.99K -50 -1%
NWS
1730
Newport Wealth Strategies
California
$496K +$496K +4,127 New
JGUA
1731
John G. Ullman & Associates
New York
$495K -$88K -734 -15%
UBV
1732
United Bank (Virginia)
Virginia
$495K +$495K +4,125 New
HPC
1733
Hobart Private Capital
North Carolina
$492K +$492K +4,102 New
CWM
1734
Confluence Wealth Management
Oregon
$491K -$15.6K -130 -3%
MIM
1735
Marco Investment Management
Georgia
$490K -$38.9K -324 -7%
HCM
1736
Hutchinson Capital Management
California
$489K -$1.8K -15 -0.4%
Treasurer of the State of North Carolina
1737
Treasurer of the State of North Carolina
North Carolina
$489K +$489K +4,079 New
UC
1738
Unio Capital
New Jersey
$488K +$488K +4,073 New
SC
1739
Scholtz & Company
Connecticut
$486K – – –
PWSG
1740
Pacific Wealth Strategies Group
California
$486K +$1.44K +12 +0.3%
PP
1741
PagnatoKarp Partners
Virginia
$485K -$13.3K -110 -3%
PWMAG
1742
Pinnacle Wealth Management Advisory Group
New Jersey
$484K -$31.2K -260 -6%
WBG
1743
Wharton Business Group
Pennsylvania
$483K -$5.88K -49 -1%
SWA
1744
Sutton Wealth Advisors
Florida
$483K – – –
ACI
1745
Alpha Cubed Investments
California
$482K -$24.9K -208 -5%
WMSA
1746
Weiss Multi-Strategy Advisers
New York
$480K -$2.88M -24,021 -86%
TP
1747
Truvvo Partners
New York
$480K -$1.05M -8,575 -69%
BCM
1748
Birmingham Capital Management
Alabama
$480K – – –
CCC
1749
Chelsea Counsel Company
California
$480K – – –
ABTD
1750
Arvest Bank Trust Division
Oklahoma
$479K -$33K -275 -6%
68 69
70
71 72