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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 %
WKWM
976
Walter & Keenan Wealth Management
Indiana
$3.03M – – –
TCCM
977
Timber Creek Capital Management
Massachusetts
$3.03M +$71.1K +712 +2%
PWS
978
Peloton Wealth Strategists
Indiana
$3.01M -$40K -400 -1%
HI
979
Hendershot Investments
Virginia
$3M -$1.4K -14 -0%
LRIC
980
Long Road Investment Counsel
Michigan
$3M – – –
CCB
981
Cutter & Co Brokerage
Missouri
$2.99M +$18.1K +181 +0.6%
GP
982
Girard Partners
Pennsylvania
$2.96M -$33.8K -338 -1%
CAM
983
Columbia Asset Management
Michigan
$2.96M +$799 +8 +0%
AMIM
984
Aull & Monroe Investment Management
Alabama
$2.95M -$70K -700 -2%
SBIA
985
Sheaff Brock Investment Advisors
Indiana
$2.94M +$2.94M +29,425 New
IFB
986
iAB Financial Bank
Indiana
$2.94M -$58.7K -587 -2%
ATC
987
Adirondack Trust Company
New York
$2.92M -$72.9K -734 -2%
MS
988
Marshall & Sullivan
Washington
$2.88M +$35.8K +358 +1%
GIA
989
GHP Investment Advisors
Colorado
$2.88M +$148K +1,485 +5%
HCM
990
Highbridge Capital Management
New York
$2.86M +$1.86M +18,597 +185%
BBI
991
Baxter Bros Inc
Connecticut
$2.86M -$109K -1,093 -4%
PAM
992
Peninsula Asset Management
Florida
$2.83M -$124K -1,239 -4%
Pacer Advisors
993
Pacer Advisors
Pennsylvania
$2.83M +$2.61M +26,132 +1,171%
CFMC
994
Curbstone Financial Management Corp
New Hampshire
$2.83M +$1.41M +14,156 +100%
HCM
995
Horrell Capital Management
Arkansas
$2.83M -$61.5K -616 -2%
FPFS
996
First Personal Financial Services
North Carolina
$2.82M +$45.8K +458 +2%
SS
997
Simplicity Solutions
Minnesota
$2.81M +$2.81M +28,099 New
JFGIW
998
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.79M +$128K +1,280 +5%
BMO
999
Beck Mack & Oliver
New York
$2.79M -$371K -3,712 -12%
PTC
1000
Private Trust Company
Ohio
$2.77M -$63K -631 -2%
38 39
40
41 42