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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 %
DC
1926
DeDora Capital
California
$264K +$264K +2,201 New
AAM
1927
Augustine Asset Management
Florida
$263K +$35.3K +295 +16%
AIS
1928
Accurate Investment Solutions
Pennsylvania
$262K -$8.19K -68 -3%
IWA
1929
Inspirion Wealth Advisors
Illinois
$262K – – –
HCM
1930
Hudson Capital Management
New Jersey
$262K +$262K +2,187 New
KF
1931
Krilogy Financial
Missouri
$261K +$29.2K +244 +13%
LIA
1932
LBMC Investment Advisors
Tennessee
$261K +$261K +2,177 New
CG
1933
Cutler Group
California
$260K -$15.5M -129,522 -98%
KFA
1934
Kelleher Financial Advisors
New York
$260K +$260K +2,170 New
WAM
1935
Weatherly Asset Management
California
$259K – – –
TFO
1936
Tarbox Family Office
California
$259K +$43.8K +365 +20%
AF
1937
Affiance Financial
Minnesota
$256K -$18.6K -155 -7%
MOS
1938
MGO One Seven
Ohio
$254K +$254K +2,115 New
TCB
1939
Texas Capital Bancshares
Texas
$251K – – –
HI
1940
Harrington Investments
California
$251K +$251K +2,090 New
SIC
1941
Sigma Investment Counselors
Michigan
$249K -$101K -840 -29%
FDS
1942
First Dallas Securities
Texas
$248K -$12K -100 -5%
SFS
1943
Summit Financial Strategies
Ohio
$244K -$13.2K -110 -5%
EAM
1944
Evanson Asset Management
California
$244K +$244K +2,031 New
MCM
1945
MV Capital Management
Maryland
$243K -$3.72K -31 -2%
PWAG
1946
Polaris Wealth Advisory Group
California
$243K – – –
MLFP
1947
MPS Loria Financial Planners
Illinois
$243K +$1.2K +10 +0.5%
OWM
1948
Orgel Wealth Management
Wisconsin
$242K -$146K -1,222 -38%
SFC
1949
SYM Financial Corp
Indiana
$242K +$242K +2,017 New
MIH
1950
Meitav Investment House
Israel
$242K +$242K +2,020 New
76 77
78
79 80