PEP icon

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 %
LK
1851
Lumbard & Kellner
New Hampshire
$354K – – –
OLA
1852
Oliver Luxxe Assets
New Jersey
$351K -$71.1K -594 -17%
CIP
1853
Convergence Investment Partners
Florida
$348K +$10.2K +85 +3%
SGA
1854
Strategic Global Advisors
California
$347K – – –
CRWM
1855
Castle Rock Wealth Management
California
$347K +$347K +2,890 New
PGA
1856
Portland Global Advisors
Maine
$346K – – –
BWA
1857
Burt Wealth Advisors
Maryland
$345K +$88.3K +737 +34%
WA
1858
Wealth Architects
California
$344K +$4.67K +39 +1%
WCM
1859
Weik Capital Management
Pennsylvania
$344K +$12.6K +105 +4%
JCM
1860
Jacobi Capital Management
Pennsylvania
$344K +$76K +645 +28%
SFG
1861
StrategIQ Financial Group
Indiana
$342K – – –
LD
1862
Lipe & Dalton
New York
$341K – – –
SAM
1863
Security Asset Management
New York
$340K – – –
JPMIA
1864
J.P. Marvel Investment Advisors
Massachusetts
$339K – – –
BIM
1865
Baldwin Investment Management
Pennsylvania
$338K -$33.6K -280 -9%
EMB
1866
Elefante Mark B
$337K +$87.1K +726 +35%
BA
1867
Bristol Advisors
Pennsylvania
$336K +$336K +2,800 New
BII
1868
Bainco International Investors
Massachusetts
$335K +$19.8K +176 +6%
BCM
1869
Bluefin Capital Management
New York
$330K +$12K +100 +4%
DCM
1870
Donaldson Capital Management
Indiana
$330K +$21.6K +180 +7%
C
1871
Cerebellum
California
$330K +$330K +2,753 New
ICM
1872
IMS Capital Management
Oregon
$329K – – –
FVCM
1873
F&V Capital Management
Florida
$327K – – –
IC
1874
Intersect Capital
California
$326K -$5.39K -45 -2%
BCM
1875
Breiter Capital Management
Florida
$326K +$326K +2,715 New
73 74
75
76 77