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PepsiCo
PEP

Overview Fund Activity

1,856 hedge funds and large institutions have $106B invested in PepsiCo in 2015 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 668 increasing their positions, 798 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,856
Holders Change
+104
Holders Change %
+5.94%
% of All Funds
48.74%
Holding in Top 10
270
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.53%
% of All Funds
7.09%
New
167
Increased
668
Reduced
798
Closed
40
Calls
$551M
Puts
$718M
Net Calls
-$167M
Net Calls Change
-$193M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$332M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$205M
3
BFA
BlackRock Fund Advisors
California
+$200M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$156M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$141M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$4.04B
2
Capital World Investors
Capital World Investors
California
-$375M
3
YAM
Yacktman Asset Management
Texas
-$343M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$235M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Cadence Capital Management
Massachusetts
$13M -$383K -3,837 -3%
ABC
477
Associated Banc-Corp
Wisconsin
$12.8M -$352K -3,520 -3%
MAA
478
Matrix Asset Advisors
New York
$12.8M -$5.92M -59,265 -32%
HA
479
Halsey Associates
Connecticut
$12.7M -$97.9K -980 -0.8%
ANI
480
American National Insurance
Texas
$12.7M – – –
ZA
481
Zweig Advisers
Connecticut
$12.7M -$200K -2,000 -2%
FBA
482
Front Barnett Associates
Illinois
$12.7M -$300 -3 -0%
WCM
483
Windward Capital Management
California
$12.7M +$3.52M +35,190 +38%
CBOA
484
Commonwealth Bank of Australia
Australia
$12.7M -$655K -6,555 -5%
HSA
485
Hussman Strategic Advisors
Maryland
$12.7M +$2.5M +25,000 +25%
TCM
486
Twin Capital Management
Pennsylvania
$12.6M -$389K -3,890 -3%
NB
487
NBT Bank
New York
$12.5M -$256K -2,558 -2%
N
488
Natixis
France
$12.5M +$12.5M +125,023 New
V
489
Veritable
Delaware
$12.4M -$562K -5,623 -4%
YIA
490
YHB Investment Advisors
Connecticut
$12.4M -$15.6K -156 -0.1%
EWM
491
Evercore Wealth Management
New York
$12.4M +$114K +1,137 +0.9%
WIC
492
Willis Investment Counsel
Georgia
$12.3M -$1.41M -14,075 -10%
DIA
493
Davidson Investment Advisors
Montana
$12.3M -$1.21M -12,143 -9%
IIM
494
Intact Investment Management
Quebec, Canada
$12.3M – – –
HCMT
495
Highland Capital Management (Tennessee)
Tennessee
$12.2M -$694K -6,943 -5%
WSCM
496
Wellington Shields Capital Management
New York
$12.2M -$40.5K -405 -0.3%
SCA
497
Salient Capital Advisors
Texas
$12.1M -$932K -9,327 -7%
MBI
498
Montrusco Bolton Investments
Quebec, Canada
$12.1M +$644K +6,454 +6%
PA
499
Pinnacle Associates
New York
$12.1M +$185K +1,856 +2%
WT
500
Washington Trust
Rhode Island
$12M -$773K -7,738 -6%
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