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PepsiCo
PEP

Overview Fund Activity

1,967 hedge funds and large institutions have $114B invested in PepsiCo in 2017 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 694 increasing their positions, 942 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
+40
Holders Change %
+2.08%
% of All Funds
49.04%
Holding in Top 10
220
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+3.77%
% of All Funds
5.48%
New
119
Increased
694
Reduced
942
Closed
60
Calls
$688M
Puts
$858M
Net Calls
-$170M
Net Calls Change
-$29.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.44B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$376M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$327M
4
Sanders Capital
Sanders Capital
Florida
+$254M
5
Renaissance Technologies
Renaissance Technologies
New York
+$231M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$356M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$228M
3
UBS AM
UBS AM
Illinois
-$156M
4
NI
Numeric Investors
Massachusetts
-$109M
5
FAM
Fred Alger Management
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCFS
1951
Butensky & Cohen Financial Security
Florida
$7K – – –
HIM
1952
Hillsdale Investment Management
Ontario, Canada
$7K – – –
HS
1953
Horan Securities
United States
$6K +$6K +50 New
CT
1954
Chicago Trust
Illinois
$5.13K -$82 -729 -2%
SA
1955
SpiderRock Advisors
Delaware
$5K – – –
AWMS
1956
Advocacy Wealth Management Services
Georgia
$4K -$300 -3 -7%
AUB
1957
Atlantic Union Bankshares
Virginia
$3.95K -$60 -535 -1%
NC
1958
NewSquare Capital
Pennsylvania
$3K -$10.6K -99 -78%
Financial Engines Advisors
1959
Financial Engines Advisors
California
$3K +$3K +23 New
NDSI
1960
Newman Dignan & Sheerar Inc
Rhode Island
$2.43K -$42 -378 -2%
MBA
1961
McQueen Ball & Associates
Pennsylvania
$2.29K +$15 +130 +0.6%
IDBONY
1962
Israel Discount Bank of New York
New York
$2K -$135K -1,417 -99%
PCFFS
1963
Pacific Center for Financial Services
California
$2K – – –
IF
1964
Ironwood Financial
Arizona
$2K – – –
CP
1965
Corbenic Partners
Pennsylvania
$2K – – –
CFN
1966
Cordasco Financial Network
Florida
$2K +$2K +21 New
GVT
1967
Genesee Valley Trust
New York
$1.02K +$392 +3,509 +63%
CIM
1968
Contravisory Investment Management
Massachusetts
$1K – – –
SLF
1969
Sun Life Financial
Ontario, Canada
$770 +$54 +6 +8%
VCM
1970
Vivaldi Capital Management
Illinois
$286 +$286 +2,555 New
AC
1971
Alleghany Corporation
New York
– -$26.7M -255,000 Closed
CIM
1972
Calvert Investment Management
Maryland
– -$25.6M -245,085 Closed
OCAM
1973
Onex Canada Asset Management
Ontario, Canada
– -$23.8M -227,284 Closed
SCM
1974
Symons Capital Management
Pennsylvania
– -$19M -181,130 Closed
GAM
1975
Gotham Asset Management
New York
– -$18.2M -174,414 Closed
77 78
79
80 81