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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 %
SNT
826
Security National Trust
West Virginia
$4.53M -$62.4K -625 -1%
DLCIG
827
D.L. Carlson Investment Group
New Hampshire
$4.51M -$51K -510 -1%
EVM
828
Evelyn V. Moreno
$4.49M +$7K +70 +0.2%
LGC
829
Laurel Grove Capital
California
$4.48M -$6.2K -62 -0.1%
PA
830
Profund Advisors
Maryland
$4.48M +$878K +8,789 +24%
GA
831
GFS Advisors
Texas
$4.46M +$125K +1,250 +3%
AB
832
Amalgamated Bank
New York
$4.45M -$1.14M -11,432 -20%
TCM
833
Tufton Capital Management
Maryland
$4.44M -$247K -2,474 -5%
PLFAM
834
Pineno Levin & Ford Asset Management
Virginia
$4.44M -$3K -30 -0.1%
Edgewood Management
835
Edgewood Management
Connecticut
$4.43M -$1.4K -14 -0%
AIP
836
ARS Investment Partners
New York
$4.43M +$118K +1,185 +3%
TCOT
837
Trust Company of Toledo
Ohio
$4.42M -$37.4K -374 -0.8%
DWM
838
Dorchester Wealth Management
Quebec, Canada
$4.41M -$11.5K -115 -0.3%
BAM
839
Bruderman Asset Management
New York
$4.39M +$131K +1,307 +3%
NAM
840
NTV Asset Management
West Virginia
$4.38M -$99.5K -996 -2%
EDRE
841
Edmond de Rothschild (Europe)
Luxembourg
$4.38M +$256K +2,564 +6%
RDM
842
Retirement Design & Management
Connecticut
$4.37M -$120K -1,198 -3%
SCA
843
Stuart Chaussee & Associates
California
$4.37M +$4.37M +43,733 New
AAM
844
AR Asset Management
California
$4.37M – – –
CCM
845
Chilton Capital Management
Texas
$4.36M -$497K -4,975 -10%
CNBT
846
Canandaigua National Bank & Trust
New York
$4.35M -$18.5K -185 -0.4%
PAM
847
Princeton Alpha Management
New Jersey
$4.27M -$93.3K -934 -2%
FWCM
848
First Western Capital Management
California
$4.27M -$15K -150 -0.3%
IIC
849
Ironwood Investment Counsel
Arizona
$4.26M +$99K +991 +2%
AHS
850
Aspiriant Holdings S3
California
$4.26M +$87.4K +875 +2%
32 33
34
35 36