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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 %
CWM
1101
Concentric Wealth Management
California
$2.19M +$2.19M +20,883 New
SIC
1102
Shoker Investment Counsel
Ohio
$2.18M -$4.39K -42 -0.2%
WKWM
1103
Walter & Keenan Wealth Management
Indiana
$2.18M -$26.2K -250 -1%
HCM
1104
Highbridge Capital Management
New York
$2.18M +$2.18M +20,846 New
FUBT
1105
First United Bank & Trust
Maryland
$2.18M +$29.7K +284 +1%
CSS
1106
Cubist Systematic Strategies
Connecticut
$2.17M +$1.56M +14,954 +257%
AMM
1107
American Money Management
California
$2.17M -$60.7K -580 -3%
CRC
1108
Curi RMB Capital
Illinois
$2.16M +$563K +5,383 +35%
MBA
1109
McQueen Ball & Associates
Pennsylvania
$2.13M -$35.1K -335 -2%
NSAM
1110
North Star Asset Management
Wisconsin
$2.13M -$44.4K -424 -2%
SFA
1111
Stewardship Financial Advisors
Georgia
$2.12M +$15.4K +147 +0.7%
Citadel Advisors
1112
Citadel Advisors
Florida
$2.11M -$59.9M -572,838 -97%
CSA
1113
Cottage Street Advisors
Massachusetts
$2.11M -$76.4K -730 -4%
WPC
1114
White Pine Capital
Minnesota
$2.1M -$26.2K -250 -1%
RHJA
1115
Rice Hall James & Associates
California
$2.09M – – –
NFG
1116
Next Financial Group
Texas
$2.09M +$287K +2,739 +16%
Fuller & Thaler Asset Management
1117
Fuller & Thaler Asset Management
California
$2.07M – – –
FFA
1118
First Foundation Advisors
California
$2.05M +$30K +287 +1%
WAM
1119
Wealthspire Advisors (Maryland)
Maryland
$2.05M +$17.7K +169 +0.9%
EHWM
1120
Eads & Heald Wealth Management
Georgia
$2.05M +$16K +153 +0.8%
Kovitz Investment Group Partners
1121
Kovitz Investment Group Partners
Illinois
$2.05M -$11.7K -112 -0.6%
NPF
1122
Norris Perne & French
Michigan
$2.04M +$143K +1,364 +8%
SACTSONJ
1123
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.03M – – –
BSW
1124
Buckingham Strategic Wealth
Missouri
$2.03M -$42.5K -406 -2%
SBWM
1125
Sunflower Bank Wealth Management
Arizona
$2.02M – – –
43 44
45
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