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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 %
HL
701
HeadInvest LLC
Maine
$6.33M -$359K -3,591 -5%
MRCM
702
M&R Capital Management
New Jersey
$6.31M +$223K +2,227 +4%
QIM
703
Quest Investment Management
Oregon
$6.29M -$55.2K -552 -0.9%
WB
704
Webster Bank
Connecticut
$6.27M +$601K +6,017 +11%
WIC
705
Wilkins Investment Counsel
Massachusetts
$6.25M -$20K -200 -0.3%
CIC
706
Cutler Investment Counsel
Oregon
$6.24M -$26.9K -269 -0.4%
HDE
707
Hutner Daniel Ellsworth
$6.21M +$6.21M +62,121 New
LRPA
708
L. Roy Papp & Associates
Arizona
$6.19M -$79.4K -795 -1%
RIG
709
Renaissance Investment Group
Massachusetts
$6.18M +$87.8K +879 +1%
IHL
710
Investment House LLC
California
$6.18M -$270K -2,700 -4%
LA
711
Lau Associates
Delaware
$6.17M +$22.5K +225 +0.4%
TCOO
712
Trust Company of Oklahoma
Oklahoma
$6.13M +$69.8K +699 +1%
PJSIMP
713
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.13M -$29.4K -294 -0.5%
MSFP
714
Mark Sheptoff Financial Planning
Connecticut
$6.13M +$300K +3,000 +5%
AIA
715
Alerus Investment Advisors
Minnesota
$6.12M +$90.9K +910 +2%
AT
716
Argent Trust
Texas
$6.08M +$5.82M +58,208 +2,199%
DY
717
Dowling & Yahnke
California
$6.07M +$44.9K +449 +0.7%
SFWA
718
Summit Financial Wealth Advisors
Louisiana
$6.07M +$1.16M +11,644 +24%
FMBTD
719
First Midwest Bank Trust Division
Illinois
$6.06M -$314K -3,147 -5%
LI
720
Lafayette Investments
Maryland
$6.01M -$15K -150 -0.2%
SLI
721
Sumitomo Life Insurance
Japan
$6M -$141K -1,416 -2%
ARMC
722
American Research & Management Company
Massachusetts
$6M -$123K -1,232 -2%
SCP
723
Scoria Capital Partners
Connecticut
$6M +$2.77M +27,700 +86%
GSBTD
724
Glenview State Bank Trust Department
Illinois
$5.98M +$25K +250 +0.4%
HBT
725
Hills Bank & Trust
Iowa
$5.97M -$49.7K -497 -0.8%
27 28
29
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