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PepsiCo
PEP

Overview Fund Activity

2,117 hedge funds and large institutions have $113B invested in PepsiCo in 2018 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 773 increasing their positions, 961 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,117
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
48.48%
Holding in Top 10
115
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-16.06%
% of All Funds
2.63%
New
95
Increased
773
Reduced
961
Closed
72
Calls
$691M
Puts
$708M
Net Calls
-$17.2M
Net Calls Change
-$161M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.4B
2
State Street
State Street
Massachusetts
+$298M
3
Bank of America
Bank of America
North Carolina
+$215M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$192M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$178M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$753M
2
American Century Companies
American Century Companies
Missouri
-$273M
3
Deutsche Bank
Deutsche Bank
Germany
-$228M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$209M
5
Ameriprise
Ameriprise
Minnesota
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1801
StrategIQ Financial Group
Indiana
$364K +$33.6K +300 +10%
KA
1802
Kaizen Advisory
Illinois
$363K – – –
SCM
1803
Sterneck Capital Management
Missouri
$360K -$88.4K -791 -20%
SAM
1804
Security Asset Management
New York
$360K +$20.1K +180 +6%
SFPIA
1805
Stevens First Principles Investment Advisors
California
$358K – – –
BCP
1806
Berkeley Capital Partners
Georgia
$356K -$66.9K -598 -16%
MAA
1807
Mraz Amerine & Associates
California
$355K – – –
SP
1808
Successful Portfolios
Florida
$354K – – –
SBA
1809
Secrest Blakey & Associates
North Carolina
$354K – – –
SRCM
1810
Swift Run Capital Management
Virginia
$352K – – –
ME
1811
McIlrath & Eck
Washington
$351K -$31.7K -284 -8%
SAMC
1812
Spectrum Asset Management (California)
California
$346K – – –
PA
1813
Probity Advisors
Texas
$345K -$104K -932 -23%
CWM
1814
Cranbrook Wealth Management
Michigan
$344K +$335 +3 +0.1%
VRM
1815
Vectors Research Management
New York
$344K +$344K +3,137 New
WC
1816
Whitney & Co
New York
$343K +$11.7K +101 +4%
DWM
1817
Darwin Wealth Management
Florida
$341K -$8.02K -72 -2%
EWM
1818
Empirical Wealth Management
Washington
$340K -$50.2K -450 -13%
RA
1819
Rational Advisors
New York
$339K -$234K -2,088 -41%
PP
1820
Pegasus Partners
Wisconsin
$339K -$15.1K -135 -4%
PA
1821
Perennial Advisors
New York
$339K – – –
SFC
1822
SYM Financial Corp
Indiana
$339K +$339K +3,032 New
WIM
1823
Westside Investment Management
California
$337K -$5.54K -50 -2%
WCM
1824
Windsor Capital Management
Arizona
$336K -$23.1K -207 -6%
SIC
1825
Sigma Investment Counselors
Michigan
$336K +$97.9K +876 +41%
71 72
73
74 75