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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 %
UF
1826
Univest Financial
Pennsylvania
$252K +$1.12K +10 +0.4%
EA
1827
Elm Advisors
California
$251K – – –
JCM
1828
Jacobi Capital Management
Pennsylvania
$250K -$11.4K -104 -4%
AIS
1829
Accurate Investment Solutions
Pennsylvania
$250K +$43.8K +393 +21%
SS
1830
Simplicity Solutions
Minnesota
$248K -$1.3M -11,642 -84%
YMRC
1831
Yorktown Management & Research Company
Virginia
$245K – – –
UWPG
1832
Ullmann Wealth Partners Group
Florida
$245K +$228K +2,100 +1,313%
EMG
1833
Ellington Management Group
Connecticut
$245K +$245K +2,200 New
IWA
1834
Inspirion Wealth Advisors
Illinois
$243K -$6.67K -60 -3%
FDS
1835
First Dallas Securities
Texas
$242K +$11.3K +101 +5%
GI
1836
Gradient Investments
Minnesota
$241K -$54.9K -493 -19%
WAM
1837
Weatherly Asset Management
California
$241K +$111 +1 +0%
SFS
1838
Summit Financial Strategies
Ohio
$239K -$168K -1,507 -41%
BWA
1839
Burt Wealth Advisors
Maryland
$239K +$50.1K +449 +27%
TCB
1840
Texas Capital Bancshares
Texas
$234K -$134K -1,197 -36%
EMB
1841
Elefante Mark B
$232K – – –
SIAS
1842
Shine Investment Advisory Services
Colorado
$231K -$19.6K -176 -8%
MWM
1843
Mascoma Wealth Management
New Hampshire
$230K -$16.5K -148 -7%
BFG
1844
Barber Financial Group
Kansas
$229K – – –
MCM
1845
MV Capital Management
Maryland
$229K – – –
CCM
1846
Condor Capital Management
New Jersey
$226K +$20.2K +181 +10%
PWAG
1847
Polaris Wealth Advisory Group
California
$226K +$226K +2,025 New
MLFP
1848
MPS Loria Financial Planners
Illinois
$225K – – –
GWM
1849
Greenwich Wealth Management
Connecticut
$225K +$225K +2,022 New
RMSCM
1850
R.M. Sincerbeaux Capital Management
New York
$223K – – –
72 73
74
75 76