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PepsiCo
PEP

Overview Fund Activity

1,984 hedge funds and large institutions have $113B invested in PepsiCo in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 794 increasing their positions, 855 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-12
Holders Change %
-0.6%
% of All Funds
49.54%
Holding in Top 10
163
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-23.47%
% of All Funds
4.07%
New
75
Increased
794
Reduced
855
Closed
64
Calls
$635M
Puts
$1.01B
Net Calls
-$377M
Net Calls Change
-$211M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.07B
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.7B
3
State Street
State Street
Massachusetts
$7.04B
4
APG Asset Management
APG Asset Management
Netherlands
$701M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.88B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.52B
2
Ameriprise
Ameriprise
Minnesota
$1.14B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.2B
4
EIP
Epoch Investment Partners
New York
$140M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
2001
Parallax Volatility Advisers
California
– -$2.57M -22,269 Closed
Flossbach Von Storch
2002
Flossbach Von Storch
Germany
– -$2.51M -21,700 Closed
ICRM
2003
Insight Capital Research & Management
California
– -$1.79M -15,525 Closed
WCA
2004
Waratah Capital Advisors
Ontario, Canada
– -$1.65M -14,255 Closed
3C
2005
361 Capital
Colorado
– -$1.63M -14,138 Closed
SG
2006
StoneX Group
New York
– -$1.46M -12,654 Closed
PAS
2007
Park Avenue Securities
New York
– -$953K -8,222 Closed
GCP
2008
GSA Capital Partners
United Kingdom
– -$895K -7,748 Closed
RL
2009
Ruffer LLP
United Kingdom
– -$710K -6,150 Closed
TSS
2010
Two Sigma Securities
New York
– -$685K -5,934 Closed
IFWM
2011
Institute for Wealth Management
Colorado
– -$534K -4,622 Closed
PCM
2012
Peak Capital Management
Colorado
– -$488K -4,224 Closed
ACM
2013
Americafirst Capital Management
California
– -$435K -3,763 Closed
BFPW
2014
BOK Financial Private Wealth
Colorado
– -$381K -3,301 Closed
CWM
2015
Concert Wealth Management
California
– -$342K -2,949 Closed
CGL
2016
Clarius Group LLC
Washington
– -$333K -2,878 Closed
CIM
2017
Cetera Investment Management
California
– -$327K -2,797 Closed
ICA
2018
Infrastructure Capital Advisors
New York
– -$308K -2,670 Closed
NWM
2019
Northwest Wealth Management
Iowa
– -$290K -2,511 Closed
CCM
2020
Colorado Capital Management
Colorado
– -$285K -2,475 Closed
AIM
2021
Acrospire Investment Management
Illinois
– -$277K -2,400 Closed
FSCM
2022
Front Street Capital Management
Montana
– -$245K -2,122 Closed
MWP
2023
Moller Wealth Partners
– -$239K -2,067 Closed
SIM
2024
Sadoff Investment Management
Wisconsin
– -$226K -1,959 Closed
FA
2025
FCG Advisors
New Jersey
– -$218K -1,888 Closed
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