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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 %
WIM
1751
Westside Investment Management
California
$341K – – –
AR
1752
Advisory Research
Illinois
$338K +$1.45K +13 +0.4%
PP
1753
Pegasus Partners
Wisconsin
$337K +$33.5K +300 +11%
MIM
1754
Midwest Investment Management
Ohio
$335K – – –
RWM
1755
Rench Wealth Management
Texas
$334K -$2.45K -22 -0.7%
SI
1756
Sentry Investments
Ontario, Canada
$334K +$77.9K +700 +30%
SAMC
1757
Spectrum Asset Management (California)
California
$333K -$19.1K -172 -5%
SSI
1758
Scott & Selber Inc
Texas
$332K – – –
DA
1759
Doliver Advisors
Texas
$331K +$65.8K +590 +25%
RGIA
1760
Rainier Group Investment Advisory
Washington
$330K – – –
TAM
1761
Trillium Asset Management
Massachusetts
$330K +$53.9K +484 +20%
UBWV
1762
United Bank (West Virginia)
West Virginia
$329K – – –
LK
1763
Lumbard & Kellner
New Hampshire
$329K – – –
SIC
1764
Sigma Investment Counselors
Michigan
$325K -$34.4K -309 -10%
CFP
1765
Cornerstone Financial Partners
North Carolina
$324K +$22.4K +202 +7%
AEPG
1766
American Economic Planning Group
New Jersey
$324K +$22.6K +203 +8%
DCM
1767
Dynamic Capital Management
Jersey
$324K +$324K +2,911 New
SGA
1768
Strategic Global Advisors
California
$322K – – –
PGA
1769
Portland Global Advisors
Maine
$322K – – –
SHGA
1770
Sand Hill Global Advisors
California
$322K +$322K +2,894 New
SFG
1771
StrategIQ Financial Group
Indiana
$318K +$11.1K +100 +4%
PCM
1772
Penserra Capital Management
California
$318K +$318K +2,860 New
AA
1773
AlphaMark Advisors
Kentucky
$317K – – –
LD
1774
Lipe & Dalton
New York
$317K – – –
WA
1775
Wealth Architects
California
$316K -$14.8K -133 -4%
69 70
71
72 73