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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 %
AEPG
1826
American Economic Planning Group
New Jersey
$377K +$28.1K +234 +8%
SLF
1827
Sun Life Financial
Ontario, Canada
$373K -$887K -7,405 -70%
HS
1828
Huntington Steele
Pennsylvania
$371K – – –
BFM
1829
Boothbay Fund Management
New York
$368K -$209K -1,739 -36%
LC
1830
Landaas & Company
Wisconsin
$368K -$52K -434 -12%
CWM
1831
Cranbrook Wealth Management
Michigan
$368K – – –
SCG
1832
Sonata Capital Group
Washington
$367K -$30K -250 -8%
ACM
1833
AUA Capital Management
Pennsylvania
$367K – – –
WIM
1834
Westside Investment Management
California
$366K – – –
AR
1835
Advisory Research
Illinois
$362K -$1.32K -11 -0.4%
PP
1836
Pegasus Partners
Wisconsin
$362K – – –
AAP
1837
Arax Advisory Partners
Colorado
$361K -$8.01K -67 -2%
CHA
1838
Cedar Hill Associates
Illinois
$361K -$7.21K -60 -2%
EWM
1839
Empirical Wealth Management
Washington
$360K +$55.7K +464 +18%
SAMC
1840
Spectrum Asset Management (California)
California
$359K – – –
DFIG
1841
Dragon Financial & Investment Group
California
$358K +$358K +2,982 New
LFS
1842
Legacy Financial Strategies
Kansas
$358K +$358K +2,985 New
PCM
1843
Princeton Capital Management
New Jersey
$358K +$358K +2,989 New
SSI
1844
Scott & Selber Inc
Texas
$357K – – –
DA
1845
Doliver Advisors
Texas
$357K +$1.2K +10 +0.3%
RWM
1846
Rench Wealth Management
Texas
$356K -$3.48K -29 -1%
RGIA
1847
Rainier Group Investment Advisory
Washington
$356K – – –
EIG
1848
Ellenbecker Investment Group
Wisconsin
$356K +$356K +2,968 New
PAG
1849
Pinnacle Advisory Group
Maryland
$355K -$50.7K -423 -13%
KFA
1850
Kays Financial Advisory
Georgia
$355K +$355K +2,960 New
72 73
74
75 76