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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 %
FNT
601
First National Trust
Pennsylvania
$8.85M +$44K +440 +0.5%
AHC
602
Adell Harriman & Carpenter
Texas
$8.84M +$761K +7,615 +9%
ZAM
603
Zevin Asset Management
Massachusetts
$8.81M +$58.5K +585 +0.7%
FIB
604
First Interstate Bank
Montana
$8.8M +$39.4K +394 +0.4%
CAM
605
Carret Asset Management
New York
$8.78M -$212K -2,126 -2%
SM
606
Stratton Management
Pennsylvania
$8.73M -$951K -9,515 -10%
SWM
607
SVA Wealth Management
Wisconsin
$8.73M +$3.6K +36 +0%
LMGAM
608
Liberty Mutual Group Asset Management
Massachusetts
$8.72M +$3.51M +35,106 +67%
BIM
609
Bridges Investment Management
Nebraska
$8.64M +$273K +2,733 +3%
EDRH
610
Edmond de Rothschild Holding
Switzerland
$8.62M +$418K +4,184 +5%
VC
611
Vestor Capital
Illinois
$8.62M -$63.8K -639 -0.7%
FAAS
612
First Allied Advisory Services
California
$8.6M +$2.57M +25,793 +42%
CIC
613
Carnegie Investment Counsel
Ohio
$8.59M +$418K +4,230 +5%
RS
614
Robeco Schweiz
Switzerland
$8.59M -$604K -5,969 -7%
DnB Asset Management
615
DnB Asset Management
Norway
$8.58M -$170K -1,700 -2%
DP
616
Dearborn Partners
Illinois
$8.53M -$56.2K -562 -0.7%
BFO
617
Boston Family Office
Massachusetts
$8.47M -$92.1K -922 -1%
FTC
618
Farmers Trust Company
Ohio
$8.46M +$919K +9,198 +12%
CONA
619
Capital One National Association
New York
$8.43M +$45.7K +457 +0.5%
BHWM
620
Bar Harbor Wealth Management
New Hampshire
$8.42M -$133K -1,332 -2%
BFM
621
Boston Financial Management
Massachusetts
$8.41M -$259K -2,588 -3%
WDA
622
Wendell David Associates
New Hampshire
$8.39M +$32.3K +323 +0.4%
DA
623
Dillon & Associates
Michigan
$8.34M -$227K -2,275 -3%
BOIA
624
Bush ODonnell Investment Advisors
Missouri
$8.28M -$211K -2,115 -2%
QIM
625
Quantitative Investment Management
Virginia
$8.28M +$8.28M +82,900 New
23 24
25
26 27