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PepsiCo
PEP

Overview Fund Activity

1,927 hedge funds and large institutions have $106B invested in PepsiCo in 2016 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 816 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+59
Holders Change %
+3.16%
% of All Funds
48.25%
Holding in Top 10
212
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-22.91%
% of All Funds
5.31%
New
167
Increased
738
Reduced
816
Closed
77
Calls
$877M
Puts
$1.02B
Net Calls
-$141M
Net Calls Change
-$235M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$519M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$270M
3
Asset Management One
Asset Management One
Japan
+$233M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$173M
5
Wells Fargo
Wells Fargo
California
+$162M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$439M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$329M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$301M
4
Bank of America
Bank of America
North Carolina
-$287M
5
MTB
Mizuho Trust & Banking
Japan
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
851
Aspiriant LLC
California
$4.23M +$42.1K +402 +1%
VAS
852
Valicenti Advisory Services
New York
$4.23M -$82.1K -785 -2%
SI
853
SII Investments
Wisconsin
$4.23M -$128K -1,221 -3%
BAS
854
Brown Advisory Securities
Maryland
$4.21M +$79.2K +757 +2%
FFSOTS
855
Fiduciary Financial Services of The Southwest
Texas
$4.21M -$32.1K -307 -0.8%
PL
856
Plancorp LLC
Missouri
$4.21M – – –
TCM
857
Tufton Capital Management
Maryland
$4.2M -$152K -1,453 -3%
FMWA
858
Forvis Mazars Wealth Advisors
Missouri
$4.18M +$90.2K +862 +2%
BCA
859
Bernzott Capital Advisors
California
$4.16M +$5.23K +50 +0.1%
LJAC
860
L.J. Altfest & Co
New York
$4.16M -$32.5K -311 -0.8%
ADBIC
861
A.D. Beadell Investment Counsel
Wisconsin
$4.14M +$14.5K +139 +0.4%
WFG
862
Wills Financial Group
Virginia
$4.13M +$67.4K +644 +2%
FPFS
863
First Personal Financial Services
North Carolina
$4.13M +$455K +4,346 +12%
CGT
864
Capital Guardian Trust
California
$4.11M -$120K -1,146 -3%
AC
865
Abbrea Capital
California
$4.09M +$4.09M +39,113 New
LSCM
866
LaSalle Street Capital Management
Illinois
$4.09M – – –
VFM
867
Viking Fund Management
North Dakota
$4.08M +$4.08M +39,000 New
PFSC
868
Peoples Financial Services Corp
Pennsylvania
$4.05M +$142K +1,340 +4%
FIM
869
Fruth Investment Management
Texas
$4.05M -$36.3K -347 -0.9%
BCCM
870
Bridge Creek Capital Management
Massachusetts
$4.02M -$36.6K -350 -0.9%
PIM
871
Penobscot Investment Management
Massachusetts
$4.01M -$32.5K -311 -0.8%
ECM
872
Everence Capital Management
Indiana
$4.01M +$310K +2,967 +8%
RIM
873
Reliant Investment Management
Tennessee
$3.99M -$3.95M -37,745 -50%
RJA
874
Robshaw & Julian Associates
New York
$3.99M -$1.57K -15 -0%
Jennison Associates
875
Jennison Associates
New York
$3.99M +$814K +7,780 +26%
33 34
35
36 37