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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 %
IUHSA
1751
Itau Unibanco Holding S.A.
Brazil
$478K +$134K +1,116 +39%
CA
1752
Capital Advantage
California
$477K +$720 +6 +0.2%
BONST
1753
Bank of Nova Scotia Trust
Ontario, Canada
$476K -$205K -1,706 -30%
HPWM
1754
Highland Private Wealth Management
Washington
$475K +$959 +8 +0.2%
HFA
1755
Huber Financial Advisors
Illinois
$474K +$474K +3,955 New
WCM
1756
Windsor Capital Management
Arizona
$473K +$21.7K +181 +5%
WC
1757
Whitney & Co
New York
$471K -$63K -525 -12%
SS
1758
Sunbelt Securities
Texas
$471K +$16.2K +135 +4%
MWM
1759
Meridian Wealth Management
Kentucky
$468K -$2.49K -22 -0.5%
CAM
1760
Covenant Asset Management
New Jersey
$463K -$13.9K -116 -3%
TFF
1761
The Family Firm
Maryland
$463K +$480 +4 +0.1%
CAM
1762
Cubic Asset Management
Massachusetts
$462K – – –
HCM
1763
Hollencrest Capital Management
California
$462K +$3.72K +31 +0.8%
IIM
1764
Ironwood Investment Management
Massachusetts
$459K -$3K -25 -0.6%
SFG
1765
SNS Financial Group
Minnesota
$459K +$42.8K +357 +10%
HWA
1766
HCR Wealth Advisors
California
$456K +$49.7K +414 +12%
CC
1767
Cedar Capital
Illinois
$456K +$76.5K +638 +20%
NO
1768
Ninety One
South Africa
$455K +$17.7K +148 +4%
CHA
1769
Cooper/Haims Advisors
New York
$454K +$454K +3,788 New
MSR
1770
Main Street Research
Connecticut
$452K -$24.1K -201 -5%
UAS
1771
United Asset Strategies
New York
$451K – – –
KS
1772
Karpas Strategies
Connecticut
$450K – – –
LCS
1773
Levin Capital Strategies
New York
$448K – – –
NL
1774
NVWM LLC
Pennsylvania
$448K +$448K +3,715 New
BP
1775
Broadleaf Partners
Ohio
$448K +$448K +3,734 New
69 70
71
72 73