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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 %
MCWS
901
McKinley Carter Wealth Services
West Virginia
$3.76M +$12K +120 +0.3%
SWP
902
Stratos Wealth Partners
Ohio
$3.76M +$400K +4,002 +12%
NEAM
903
New England Asset Management
Connecticut
$3.74M -$2.68M -26,800 -42%
AC
904
Addenda Capital
Quebec, Canada
$3.73M -$471K -4,942 -11%
ACM
905
Aviance Capital Management
Florida
$3.72M +$746K +7,462 +25%
RWA
906
Ropes Wealth Advisors
Massachusetts
$3.7M +$51.6K +516 +1%
BCB
907
Brian C. Broderick
$3.68M +$113K +1,130 +3%
Bank of Nova Scotia
908
Bank of Nova Scotia
Ontario, Canada
$3.67M -$14.9K -149 -0.4%
CAM
909
Chesapeake Asset Management
New York
$3.66M -$25K -250 -0.7%
SSWM
910
Smith Salley Wealth Management
North Carolina
$3.63M +$2.14M +21,381 +143%
BRM
911
Boston Research & Management
Massachusetts
$3.63M -$39.2K -392 -1%
FMC
912
First Merchants Corp
Indiana
$3.62M -$152K -1,520 -4%
AA
913
Ancora Advisors
Ohio
$3.61M – – –
ST
914
Smithfield Trust
Pennsylvania
$3.6M -$27.8K -278 -0.8%
PFSC
915
Peoples Financial Services Corp
Pennsylvania
$3.6M -$30K -300 -0.8%
M
916
MOTCO
Texas
$3.59M +$55.7K +557 +2%
MBTD
917
Mechanics Bank - Trust Department
California
$3.59M -$195K -1,948 -5%
Group One Trading
918
Group One Trading
Illinois
$3.58M +$2.96M +29,642 +479%
DHFB
919
Dixon Hubard Feinour & Brown
Virginia
$3.58M +$158K +1,585 +5%
EFS
920
Essex Financial Services
Connecticut
$3.57M -$36.1K -361 -1%
CBTWT
921
Community Bank & Trust (Waco, Texas)
Texas
$3.57M +$3.57M +35,749 New
PP
922
Paloma Partners
Connecticut
$3.56M +$680K +6,809 +24%
CIA
923
Choate Investment Advisors
Massachusetts
$3.56M +$186K +1,971 +6%
OMCS
924
Old Mutual Customised Solutions
South Africa
$3.56M -$69.9K -700 -2%
WIC
925
Woodmont Investment Counsel
Tennessee
$3.55M -$55K -550 -2%
35 36
37
38 39