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PepsiCo
PEP

Overview Fund Activity

1,967 hedge funds and large institutions have $114B invested in PepsiCo in 2017 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 694 increasing their positions, 942 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
+40
Holders Change %
+2.08%
% of All Funds
49.04%
Holding in Top 10
220
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+3.77%
% of All Funds
5.48%
New
119
Increased
694
Reduced
942
Closed
60
Calls
$688M
Puts
$858M
Net Calls
-$170M
Net Calls Change
-$29.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.44B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$376M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$327M
4
Sanders Capital
Sanders Capital
Florida
+$254M
5
Renaissance Technologies
Renaissance Technologies
New York
+$231M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$356M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$228M
3
UBS AM
UBS AM
Illinois
-$156M
4
NI
Numeric Investors
Massachusetts
-$109M
5
FAM
Fred Alger Management
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
1801
Inspirion Wealth Advisors
Illinois
$252K +$11.9K +106 +5%
SIAS
1802
Shine Investment Advisory Services
Colorado
$252K +$252K +2,252 New
HA
1803
Hays Advisory
Tennessee
$251K +$26.1K +233 +12%
RA
1804
RFG Advisory
Alabama
$251K +$251K +2,245 New
GI
1805
Gradient Investments
Minnesota
$247K +$13K +116 +6%
YMRC
1806
Yorktown Management & Research Company
Virginia
$246K – – –
CWP
1807
Capital Wealth Planning
Florida
$246K – – –
SAM
1808
Solaris Asset Management
New York
$245K – – –
CAL
1809
Capital Advisors Ltd
Ohio
$245K – – –
PWM
1810
Perigon Wealth Management
California
$243K +$4.71K +42 +2%
FDS
1811
First Dallas Securities
Texas
$242K +$14.5K +130 +6%
AAM
1812
American Asset Management
Florida
$242K +$242K +2,163 New
CM
1813
Churchill Management
California
$241K +$241K +2,156 New
BCM
1814
Bluefin Capital Management
New York
$240K +$240K +2,148 New
HHGA
1815
Halbert Hargrove Global Advisors
California
$239K +$239K +2,139 New
FSCM
1816
Front Street Capital Management
Montana
$237K -$1.45K -13 -0.6%
BFG
1817
Barber Financial Group
Kansas
$237K +$18.9K +169 +9%
BFM
1818
Boothbay Fund Management
New York
$236K -$84.5K -756 -26%
DCM
1819
Dimension Capital Management
Florida
$235K -$25.9K -232 -10%
CP
1820
Coho Partners
Pennsylvania
$234K -$10.1K -90 -4%
SCM
1821
Sterneck Capital Management
Missouri
$233K -$9.29K -83 -4%
EMB
1822
Elefante Mark B
$233K – – –
MCM
1823
MV Capital Management
Maryland
$230K -$9.17K -82 -4%
GCM
1824
Grisanti Capital Management
New York
$228K +$3.92K +35 +2%
CWM
1825
CMH Wealth Management
New Hampshire
$227K -$17K -150 -7%
71 72
73
74 75