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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 %
SHGA
1951
Sand Hill Global Advisors
California
$240K -$108K -896 -31%
SRC
1952
Stone Run Capital
New York
$240K – – –
GCM
1953
Grisanti Capital Management
New York
$240K – – –
RMSCM
1954
R.M. Sincerbeaux Capital Management
New York
$240K – – –
CCS
1955
Crosspoint Capital Strategies
California
$240K – – –
JFA
1956
Johanson Financial Advisors
California
$240K +$1.79K +15 +0.8%
WLIM
1957
White Lighthouse Investment Management
Massachusetts
$240K +$240K +2,000 New
KWA
1958
KCS Wealth Advisory
California
$239K +$239K +1,994 New
CWM
1959
CMH Wealth Management
New Hampshire
$236K – – –
CM
1960
Capital Management
Virginia
$236K – – –
TAM
1961
Todd Asset Management
Kentucky
$236K +$4.81K +40 +2%
CWSR
1962
Chessman Wealth Strategies RIA
Texas
$236K +$236K +1,970 New
SG
1963
StoneX Group
New York
$236K +$236K +1,971 New
CWM
1964
Circle Wealth Management
New Jersey
$233K +$1.32K +11 +0.6%
CG
1965
Corundum Group
Colorado
$230K -$50.9K -425 -18%
FMP
1966
Financial Management Professionals
Texas
$230K – – –
BCI
1967
Brinker Capital Investments
Pennsylvania
$229K -$325K -2,701 -59%
CIC
1968
Cornercap Investment Counsel
Georgia
$229K -$1.44K -12 -0.6%
HHGA
1969
Halbert Hargrove Global Advisors
California
$229K +$229K +1,910 New
BB
1970
Bell Bank
North Dakota
$227K +$1.68K +14 +0.7%
CBOR
1971
Community Bank of Raymore
Missouri
$227K +$227K +1,890 New
WCM
1972
Wedge Capital Management
North Carolina
$226K +$226K +1,881 New
LFG
1973
Larson Financial Group
Missouri
$225K +$225K +1,878 New
OGC
1974
Oak Grove Capital
New Hampshire
$225K +$225K +1,880 New
JG
1975
Jefferies Group
New York
$224K -$28M -234,064 -99%
77 78
79
80 81