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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
$1.25B
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$262M
3
AAMU
Amundi Asset Management US
Massachusetts
$756M
4
Citadel Advisors
Citadel Advisors
Florida
$219M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$2B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.64B
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$339M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$193M
4
Credit Agricole
Credit Agricole
France
$414K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
2051
Asset Planning Services (Pennsylvania)
Pennsylvania
$121K – – –
LA
2052
Legacy Advisors
Pennsylvania
$120K -$13K -108 -10%
BC
2053
Blackhill Capital
New Jersey
$120K – – –
RFWA
2054
RPg Family Wealth Advisory
Massachusetts
$116K – – –
LF
2055
Lee Financial
Texas
$112K – – –
HRC
2056
Hoertkorn Richard Charles
$112K – – –
WWM
2057
Wagner Wealth Management
South Carolina
$109K +$109K +932 New
CPA
2058
Cowen Prime Advisors
New York
$108K – – –
BC
2059
Barnett & Company
Tennessee
$108K – – –
DPA
2060
Delphi Private Advisors
California
$106K +$44.2K +369 +72%
DSN
2061
D. Scott Neal
Kentucky
$104K -$18K -150 -15%
HWM
2062
Holloway Wealth Management
Florida
$100K -$53K – –
MFT
2063
Moisand Fitzgerald Tamayo
Florida
$100K – – –
CA
2064
Centerpoint Advisors
Massachusetts
$100K +$100K +835 New
PGWM
2065
Parisi Gray Wealth Management
New Jersey
$100K +$100K +845 New
CLM
2066
ClearBridge LLC (Maryland)
Maryland
$96K – – –
VCM
2067
Virtue Capital Management
Tennessee
$93K +$93K +773 New
SPI
2068
Santori & Peters Inc
Pennsylvania
$90K +$90K +810 New
SQA
2069
Simon Quick Advisors
New Jersey
$82K -$351K -2,931 -81%
EARNEST Partners
2070
EARNEST Partners
Georgia
$82K +$82K +685 New
RCG
2071
Ruggie Capital Group
Florida
$76K +$11.7K +97 +18%
VIM
2072
Veritas Investment Management
United Kingdom
$75K -$40.8K -340 -35%
RBC
2073
Roble Belko & Company
Pennsylvania
$75K – – –
AWA
2074
Acorn Wealth Advisors
Michigan
$74K +$74K +623 New
SP
2075
SWS Partners
Ohio
$69K +$69K +571 New
81 82
83
84 85