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PepsiCo
PEP

Overview Fund Activity

1,996 hedge funds and large institutions have $117B invested in PepsiCo in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 675 increasing their positions, 963 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,996
Holders Change
+29
Holders Change %
+1.47%
% of All Funds
49.84%
Holding in Top 10
213
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.18%
% of All Funds
5.32%
New
96
Increased
675
Reduced
963
Closed
48
Calls
$841M
Puts
$1.01B
Net Calls
-$165M
Net Calls Change
+$4.49M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$12.9B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$336M
3
Sanders Capital
Sanders Capital
Florida
$445M
4
Deutsche Bank
Deutsche Bank
Germany
$1.51B
5
Renaissance Technologies
Renaissance Technologies
New York
$652M

Top Sellers

1
State Street
State Street
Massachusetts
$7.13B
2
American Century Companies
American Century Companies
Missouri
$313M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$141M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2B
5
Norges Bank
Norges Bank
Norway
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
1951
Watermark Asset Management
California
$52K – – –
WCM
1952
Wealthcare Capital Management
Virginia
$47K – – –
WAS
1953
Winch Advisory Services
Wisconsin
$46K -$115 -1 -0.3%
AI
1954
ArchPoint Investors
Florida
$46K – – –
OAJ
1955
Ogorek Anthony Joseph
New York
$46K – – –
ST
1956
Sageworth Trust
Pennsylvania
$43K +$43K +370 New
DOA
1957
D'Orazio & Associates
Virginia
$41K – – –
MUS
1958
Mitsubishi UFJ Securities
Japan
$40K -$32K -280 -44%
MIC
1959
MU Investments Company
Japan
$35K -$11.7K -100 -25%
WA
1960
WealthTrust-Arizona
Arizona
$35K – – –
PO
1961
Private Ocean
California
$33K – – –
FFW
1962
Fusion Family Wealth
New York
$33K – – –
JAM
1963
JCIC Asset Management
Ontario, Canada
$29K – – –
HWM
1964
Holloway Wealth Management
Florida
$29K -$28K – –
LWM
1965
Lenox Wealth Management
Ohio
$24K +$5.66K +50 +31%
JIR
1966
James Investment Research
Ohio
$23K – – –
CCS
1967
Crosspoint Capital Strategies
California
$23K – – –
LBG
1968
Lloyds Banking Group
United Kingdom
$21K – – –
UWPG
1969
Ullmann Wealth Partners Group
Florida
$18K – – –
FPA
1970
Fieldpoint Private Advisors
New York
$14K -$28.6K -255 -67%
LYV
1971
Live Your Vision
Pennsylvania
$13K – – –
RWG
1972
Regal Wealth Group
California
$13K – – –
HCC
1973
Hirtle Callaghan & Co
Pennsylvania
$12K -$2.79K -26 -19%
Winslow Capital Management
1974
Winslow Capital Management
Minnesota
$12K -$1.98K -17 -14%
MAM
1975
Magellan Asset Management
Australia
$12K +$12K +100 New
77 78
79
80 81