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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 %
PWM
2026
Perigon Wealth Management
California
$185K -$17.6K -146 -9%
HFM
2027
Harvest Fund Management
China
$183K – – –
PR
2028
Payden & Rygel
California
$180K – – –
HIIFS
2029
Harel Insurance Investments & Financial Services
Israel
$180K +$126K +1,050 +233%
AIP
2030
Almanack Investment Partners
Pennsylvania
$175K +$57.1K +474 +48%
H
2031
Hexavest
Quebec, Canada
$172K -$427K -3,553 -71%
ACM
2032
Armbruster Capital Management
New York
$168K – – –
PCA
2033
Peddock Capital Advisors
Massachusetts
$168K – – –
RA
2034
Rational Advisors
New York
$168K +$168K +1,400 New
HFP
2035
Holistic Financial Partners
Indiana
$167K +$167K +1,392 New
PCP
2036
Proficio Capital Partners
Massachusetts
$165K -$31.5K -263 -16%
KA
2037
Kaizen Advisory
Illinois
$165K +$165K +1,375 New
LWA
2038
Lenox Wealth Advisors
New York
$157K -$455K -3,792 -74%
AC
2039
Avestar Capital
New York
$154K +$154K +1,336 New
RAM
2040
Riggs Asset Management
Pennsylvania
$152K – – –
PFGIA
2041
Patriot Financial Group Insurance Agency
Massachusetts
$152K +$5.4K +46 +4%
FA
2042
Fortis Advisors
Pennsylvania
$150K – – –
SMG
2043
Spectrum Management Group
Indiana
$146K -$377K -3,139 -72%
CIA
2044
Cascade Investment Advisors
Oregon
$144K – – –
PWPS
2045
Pinnacle Wealth Planning Services
Ohio
$140K +$140K +1,172 New
PCA
2046
Providence Capital Advisors
North Carolina
$136K +$136K +1,135 New
BGC
2047
Blue Granite Capital
South Carolina
$135K -$1.01M -8,355 -88%
CAC
2048
Certified Advisory Corp
Florida
$134K +$134K +1,125 New
FAM
2049
Foresters Asset Management
Ontario, Canada
$132K -$528K -3,600 -80%
SHJ
2050
Sharkey, Howes & Javer
Colorado
$132K – – –
80 81
82
83 84