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PepsiCo
PEP

Overview Fund Activity

2,117 hedge funds and large institutions have $113B invested in PepsiCo in 2018 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 773 increasing their positions, 961 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,117
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
48.48%
Holding in Top 10
115
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-16.06%
% of All Funds
2.63%
New
95
Increased
773
Reduced
961
Closed
72
Calls
$691M
Puts
$708M
Net Calls
-$17.2M
Net Calls Change
-$161M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.4B
2
State Street
State Street
Massachusetts
+$298M
3
Bank of America
Bank of America
North Carolina
+$215M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$192M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$178M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$753M
2
American Century Companies
American Century Companies
Missouri
-$273M
3
Deutsche Bank
Deutsche Bank
Germany
-$228M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$209M
5
Ameriprise
Ameriprise
Minnesota
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
1976
Meridian Management
Arkansas
$205K +$205K +1,833 New
SICM
1977
Sustainable Insight Capital Management
New York
$205K +$205K +1,838 New
RCA
1978
Rowland Carmichael Advisors
Arizona
$204K -$816K -7,287 -80%
H
1979
Hexavest
Quebec, Canada
$202K +$41.7K +372 +26%
DC
1980
DeDora Capital
California
$202K +$202K +1,807 New
HF
1981
HRT Financial
New York
$200K -$669K -6,008 -77%
HCM
1982
Hudson Capital Management
New Jersey
$200K +$200K +1,793 New
HIIFS
1983
Harel Insurance Investments & Financial Services
Israel
$198K -$330K -3,267 -62%
HCA
1984
Heck Capital Advisors
Wisconsin
$197K -$11.4K -102 -5%
IAS
1985
IMA Advisory Services
Colorado
$195K +$558 +5 +0.3%
LWA
1986
Lenox Wealth Advisors
New York
$190K +$41.4K +369 +28%
BL
1987
Balentine LLC
Georgia
$190K +$145K +1,296 +320%
LFG
1988
LifePlan Financial Group
Ohio
$187K – – –
RVM
1989
Robinson Value Management
Texas
$176K – – –
CAC
1990
Certified Advisory Corp
Florida
$175K -$6.93K -62 -4%
BCM
1991
Blume Capital Management
California
$173K – – –
GAM
1992
Gemmer Asset Management
California
$166K -$6.16K -55 -4%
TAIM
1993
TD Ameritrade Investment Management
Nebraska
$165K +$146K +1,302 +761%
WCAMG
1994
Woodard & Company Asset Management Group
North Carolina
$157K -$10.1K -90 -6%
IOOF
1995
Independent Order of Foresters
Ontario, Canada
$157K – – –
PCA
1996
Peddock Capital Advisors
Massachusetts
$157K – – –
HWM
1997
Holloway Wealth Management
Florida
$152K -$143K – –
NIM
1998
NuWave Investment Management
New Jersey
$150K +$149K +1,336 +22,267%
PCP
1999
Proficio Capital Partners
Massachusetts
$144K +$4.47K +40 +3%
ACA
2000
Atlas Capital Advisors
Wyoming
$140K – – –
78 79
80
81 82