As Pepsico (PEP) Shares Rose, Holder Chilton Capital Management Has Decreased by $6.42 Million Its Stake; Brandywine Managers Has Upped Campbell Soup Co (CPB) Holding by $76.00 Million

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Brandywine Managers Llc increased its stake in Campbell Soup Co (CPB) by 51.23% based on its latest 2018Q2 regulatory filing with the SEC. Brandywine Managers Llc bought 1.90 million shares as the company’s stock rose 13.44% with the market. The hedge fund held 5.61M shares of the packaged foods company at the end of 2018Q2, valued at $227.39 million, up from 3.71M at the end of the previous reported quarter. Brandywine Managers Llc who had been investing in Campbell Soup Co for a number of months, seems to be bullish on the $11.36 billion market cap company. The stock decreased 1.18% or $0.45 during the last trading session, reaching $37.77. About 1.65 million shares traded. Campbell Soup Company (NYSE:CPB) has declined 15.01% since December 8, 2017 and is downtrending. It has underperformed by 30.63% the S&P500. Some Historical CPB News: 05/04/2018 – CAMPBELL SOUP CO – ANA DOMINGUEZ TO REPORT TO DENISE MORRISON UNTIL A CAO IS NAMED; 09/03/2018 – MOODY’S DOWNGRADES CAMPBELL SOUP TO Baa2 ON PENDING SNYDER’S-LA; 18/05/2018 – After Campbell Soup cites tariffs as an impact on their future profitability, Commerce Secretary Wilbur Ross tells CNBC the company is using that “as a cover up for other problems” (corrected); 18/05/2018 – CAMPBELL: STRUGGLING FRESH UNIT IS WEIGHING DOWN RESULTS; 18/05/2018 – During an earnings call Friday, Campbell Soup Chief Financial Officer Anthony DiSilvestro pointed to steel tariffs as a cause of the company’s woes; 18/05/2018 – Campbell Soup: Performance Impacted by Execution-Related, External Challenges; 23/03/2018 – SNYDER’S-LANCE, GETS HOLDER OK FOR ACQUISITION BY CAMPBELL SOUP; 18/05/2018 – Campbell Soup CEO Denise Morrison Retires–4th Update; 23/03/2018 – Snyder’s-Lance, Inc. Receives Shareholder Approval for Proposed Acquisition by Campbell Soup Company; 18/05/2018 – Campbell Soup Posts $619M 3Q Impairment Charges Related to Campbell Fresh

Chilton Capital Management Llc decreased its stake in Pepsico Inc (PEP) by 68.63% based on its latest 2018Q2 regulatory filing with the SEC. Chilton Capital Management Llc sold 59,436 shares as the company’s stock rose 8.15% with the market. The institutional investor held 27,170 shares of the consumer non-durables company at the end of 2018Q2, valued at $2.96 million, down from 86,606 at the end of the previous reported quarter. Chilton Capital Management Llc who had been investing in Pepsico Inc for a number of months, seems to be less bullish one the $163.49B market cap company. The stock decreased 0.87% or $1.02 during the last trading session, reaching $115.82. About 4.60M shares traded or 5.77% up from the average. PepsiCo, Inc. (NYSE:PEP) has declined 1.00% since December 8, 2017 and is downtrending. It has underperformed by 16.62% the S&P500.

Since October 4, 2018, it had 0 insider buys, and 4 sales for $22.66 million activity. On Thursday, October 4 the insider Narasimhan Laxman sold $587,364. $18.53 million worth of PepsiCo, Inc. (NASDAQ:PEP) was sold by Khan Mehmood. Another trade for 12,024 shares valued at $1.29M was made by Yawman David on Tuesday, October 16.

Investors sentiment increased to 1.01 in Q2 2018. Its up 0.15, from 0.86 in 2018Q1. It increased, as 67 investors sold PEP shares while 640 reduced holdings. 121 funds opened positions while 594 raised stakes. 959.39 million shares or 0.35% more from 956.07 million shares in 2018Q1 were reported. Parsons Capital Mngmt Ri accumulated 52,514 shares. Riggs Asset Managment accumulated 0.06% or 1,150 shares. Verity & Verity Ltd Liability Company owns 2,105 shares for 0.06% of their portfolio. Cetera Advsrs Llc owns 0.21% invested in PepsiCo, Inc. (NASDAQ:PEP) for 33,577 shares. Stock Yards National Bank & Trust & Tru holds 63,594 shares or 0.76% of its portfolio. Viking Fund Management Lc holds 0.79% of its portfolio in PepsiCo, Inc. (NASDAQ:PEP) for 37,500 shares. 5.36M are owned by Tiaa Cref Invest Mgmt Ltd Liability. Ci Investments reported 0.17% stake. Thompson Davis And Inc owns 588 shares for 0.15% of their portfolio. 362,105 were reported by Sit Invest Associate. Cap Limited Ca reported 0.19% of its portfolio in PepsiCo, Inc. (NASDAQ:PEP). Nebraska-based Farmers Merchants Invs Inc has invested 1.2% in PepsiCo, Inc. (NASDAQ:PEP). Jacobs Levy Equity stated it has 73,386 shares or 0.13% of all its holdings. Haverford Services invested 4.15% in PepsiCo, Inc. (NASDAQ:PEP). Fishman Jay A Mi holds 4,469 shares.

Chilton Capital Management Llc, which manages about $1.18 billion and $1.05B US Long portfolio, upped its stake in Sba Communications Corp New by 6,458 shares to 71,100 shares, valued at $11.74M in 2018Q2, according to the filing. It also increased its holding in Ishares Inc (IEMG) by 25,156 shares in the quarter, for a total of 64,557 shares, and has risen its stake in Thermo Fisher Scientific Inc (NYSE:TMO).

Analysts await PepsiCo, Inc. (NASDAQ:PEP) to report earnings on February, 15 before the open. They expect $1.49 earnings per share, up 13.74% or $0.18 from last year’s $1.31 per share. PEP’s profit will be $2.10 billion for 19.43 P/E if the $1.49 EPS becomes a reality. After $1.59 actual earnings per share reported by PepsiCo, Inc. for the previous quarter, Wall Street now forecasts -6.29% negative EPS growth.

Among 24 analysts covering PepsiCo (NYSE:PEP), 7 have Buy rating, 1 Sell and 16 Hold. Therefore 29% are positive. PepsiCo had 80 analyst reports since July 21, 2015 according to SRatingsIntel. The firm earned “Overweight” rating on Thursday, October 4 by Morgan Stanley. The firm has “Buy” rating by UBS given on Wednesday, October 7. Citigroup maintained the stock with “Neutral” rating in Tuesday, April 19 report. The firm has “Neutral” rating by Goldman Sachs given on Wednesday, June 29. On Wednesday, April 12 the stock rating was upgraded by Susquehanna to “Positive”. Jefferies maintained PepsiCo, Inc. (NASDAQ:PEP) rating on Tuesday, August 15. Jefferies has “Buy” rating and $133.0 target. The firm earned “Sector Perform” rating on Wednesday, October 7 by RBC Capital Markets. The rating was maintained by Barclays Capital on Tuesday, April 19 with “Overweight”. The firm earned “Hold” rating on Tuesday, July 3 by Deutsche Bank. Susquehanna maintained the shares of PEP in report on Monday, February 12 with “Buy” rating.

More notable recent PepsiCo, Inc. (NASDAQ:PEP) news were published by: Nasdaq.com which released: “Molson Coors Brewing Company (TAP) Ex-Dividend Date Scheduled for November 29, 2018 – Nasdaq” on November 28, 2018, also Streetinsider.com with their article: “Fed up with Facebook, US fund managers look for alternatives – StreetInsider.com” published on December 06, 2018, Nasdaq.com published: “Anheuser-Busch Inbev SA (BUD) Ex-Dividend Date Scheduled for November 27, 2018 – Nasdaq” on November 26, 2018. More interesting news about PepsiCo, Inc. (NASDAQ:PEP) were released by: Nasdaq.com and their article: “Noteworthy Tuesday Option Activity: PEP, CRUS, THO – Nasdaq” published on December 04, 2018 as well as Nasdaq.com‘s news article titled: “The Zacks Analyst Blog Highlights: Boeing, PepsiCo, Citigroup, United Technologies and Monster Beverage – Nasdaq” with publication date: November 28, 2018.

More notable recent Campbell Soup Company (NYSE:CPB) news were published by: Businesswire.com which released: “CAMPBELL SOUP 24 HOUR DEADLINE ALERT: Approximately 24 Hours Remain; ClaimsFiler Reminds Investors with Losses in Excess of $100000 of Deadline in Class Action Lawsuit Against Campbell Soup Company – CPB – Business Wire” on November 27, 2018, also Globenewswire.com with their article: “The Klein Law Firm Reminds Investors of Class Actions on Behalf of Shareholders of HAS, CPB, ADNT, OZK and FIT – GlobeNewswire” published on November 27, 2018, Benzinga.com published: “2 Pros Takes On Campbell Soup’s Deal With Activist Investor (NYSE:CPB) – Benzinga” on November 27, 2018. More interesting news about Campbell Soup Company (NYSE:CPB) were released by: Globenewswire.com and their article: “SHAREHOLDER ALERT: MCHP TGTX MGTI HAS CPB CHGG ADNT GOOG IGCC FIT RYAAY: The Law Offices of Vincent Wong Reminds Investors of Important Class Action Deadlines – GlobeNewswire” published on November 13, 2018 as well as Gurufocus.com‘s news article titled: “Dan Loeb Sells Baxter International Shares at Strong Gain – GuruFocus.com” with publication date: December 06, 2018.

Since June 6, 2018, it had 1 buying transaction, and 0 sales for $200,037 activity. Hilado Maria Teresa bought $66,431 worth of stock or 2,000 shares.

Campbell Soup Company (NYSE:CPB) Institutional Positions Chart

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