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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 %
BCM
1026
BTC Capital Management
Iowa
$2.65M +$221K +2,112 +9%
FPB
1027
First PREMIER Bank
South Dakota
$2.64M -$6.17K -59 -0.2%
CAMG
1028
CWA Asset Management Group
Florida
$2.62M +$635K +6,068 +32%
RWA
1029
River Wealth Advisors
Pennsylvania
$2.62M -$124K -1,186 -5%
BA
1030
BCM Advisors
Louisiana
$2.62M +$2.62M +24,999 New
TBNY
1031
Trustco Bank (New York)
New York
$2.61M -$20.9K -200 -0.8%
MCM
1032
Monarch Capital Management
Indiana
$2.6M -$2.09K -20 -0.1%
MIP
1033
Marietta Investment Partners
Wisconsin
$2.58M – – –
AC
1034
Addenda Capital
Quebec, Canada
$2.58M -$581K -5,934 -18%
IIM
1035
Ipswich Investment Management
Massachusetts
$2.56M +$830K +7,929 +48%
MJP
1036
Michael J. Puzo
$2.56M -$39.2K -375 -2%
RBA
1037
Richard Bernstein Advisors
New York
$2.53M – – –
NAMP
1038
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.53M +$331K +3,167 +15%
MC
1039
Martin & Co
Tennessee
$2.53M -$24.6K -235 -1%
LCP
1040
Legacy Capital Partners
Wisconsin
$2.53M +$59.4K +568 +2%
IWM
1041
Integrated Wealth Management
California
$2.52M +$314 +3 +0%
SFSIG
1042
San Francisco Sentry Investment Group
California
$2.51M +$24.6K +235 +1%
CA
1043
Cornerstone Advisors
North Carolina
$2.5M +$942K +9,000 +60%
HPBT
1044
High Point Bank & Trust
North Carolina
$2.5M -$183K -1,749 -7%
AB
1045
Atlas Brown
Kentucky
$2.5M – – –
FFWA
1046
FRG Family Wealth Advisors
Washington
$2.49M +$114K +1,085 +5%
LNC
1047
Lincoln National Corp
Pennsylvania
$2.48M +$59.5K +569 +2%
III
1048
Independent Investors Inc
New York
$2.47M -$20.9K -200 -0.8%
SC
1049
Saybrook Capital
North Carolina
$2.46M -$196K -1,875 -7%
HW
1050
Hedeker Wealth
Illinois
$2.45M +$2M +19,078 +439%
40 41
42
43 44