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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 %
SIM
2001
Sadoff Investment Management
Wisconsin
$212K +$212K +1,772 New
FHB
2002
First Hawaiian Bank
Hawaii
$210K -$9.44K -79 -4%
IAS
2003
IMA Advisory Services
Colorado
$210K +$210K +1,751 New
SRSA
2004
S.R. Schill & Associates
Washington
$210K +$210K +1,755 New
NWM
2005
Northwest Wealth Management
Iowa
$209K +$209K +1,742 New
SSA
2006
South Street Advisors
New York
$209K +$209K +1,750 New
NCM
2007
Nelson Capital Management
California
$207K +$1.92K +16 +0.9%
HJA
2008
Hugh Johnson Advisors
New York
$207K +$207K +1,728 New
BS
2009
Banco Santander
Spain
$206K -$850K -7,083 -80%
CA
2010
Cortland Associates
Missouri
$206K +$206K +1,714 New
MCM
2011
Millie Capital Management
California
$205K -$12K -100 -6%
HFA
2012
High Falls Advisors
New York
$205K +$205K +1,705 New
QI
2013
QV Investors
Alberta, Canada
$204K +$15.6K +130 +8%
RPG
2014
Risk Paradigm Group
Texas
$204K +$130K +1,087 +178%
CGA
2015
Crescent Grove Advisors
Illinois
$203K +$203K +1,684 New
FTI
2016
Fiduciary Trust International
Massachusetts
$202K -$400K -3,329 -66%
OIWM
2017
OptiFour Integrated Wealth Management
Virginia
$201K +$201K +1,675 New
RTS
2018
Round Table Services
New Jersey
$201K +$201K +1,677 New
FNBOMD
2019
First National Bank of Mount Dora
Florida
$201K +$201K +1,679 New
SEIA
2020
Signature Estate & Investment Advisors
California
$198K +$3.83K +32 +2%
CMBA
2021
C.M. Bidwell & Associates
Hawaii
$197K +$197K +1,645 New
FWM
2022
Focused Wealth Management
New York
$194K +$156K +1,302 +413%
WCAMG
2023
Woodard & Company Asset Management Group
North Carolina
$191K +$191K +1,592 New
GAM
2024
Gemmer Asset Management
California
$189K +$4.32K +36 +2%
MWM
2025
MinichMacGregor Wealth Management
New York
$188K -$120 -1 -0.1%
79 80
81
82 83