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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 %
JCM
1126
Jag Capital Management
Missouri
$2.01M +$10.9K +109 +0.5%
SWM
1127
Stockman Wealth Management
Montana
$2M -$147K -1,470 -7%
UBWV
1128
United Bank (West Virginia)
West Virginia
$1.99M +$1.58M +15,860 +389%
SCM
1129
Southport Capital Management
Tennessee
$1.99M -$32.6K -326 -2%
SFA
1130
Stewardship Financial Advisors
Georgia
$1.97M +$1.97M +19,718 New
KIG
1131
Kovitz Investment Group
Illinois
$1.95M +$5.3K +53 +0.3%
KCP
1132
KDI Capital Partners
North Carolina
$1.95M – – –
SBWM
1133
Sunflower Bank Wealth Management
Arizona
$1.95M -$9.99K -100 -0.5%
KJHP
1134
K.J. Harrison & Partners
Ontario, Canada
$1.95M +$20K +200 +1%
MHIM
1135
MacNealy Hoover Investment Management
Ohio
$1.94M +$9.99K +100 +0.5%
SACTSONJ
1136
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.94M – – –
AIS
1137
Accurate Investment Solutions
Pennsylvania
$1.94M +$1.94M +19,394 New
BSW
1138
Buckingham Strategic Wealth
Missouri
$1.93M +$111K +1,108 +6%
LPC
1139
Loeb Partners Corp
New York
$1.93M – – –
ACP
1140
Ashfield Capital Partners
California
$1.93M -$9.99K -100 -0.5%
SCM
1141
Shelton Capital Management
Colorado
$1.93M -$393K -3,936 -17%
W
1142
Wealthfront
California
$1.92M +$150K +1,498 +8%
MSS
1143
Mitchell Sinkler & Starr
Pennsylvania
$1.92M -$14.1K -141 -0.7%
AF
1144
Aldebaran Financial
$1.92M +$395 +4 +0%
LWAC
1145
Laurel Wealth Advisors (California)
California
$1.92M +$1.92M +19,184 New
ANRIA
1146
American National Registered Investment Advisor
Texas
$1.91M – – –
Parallax Volatility Advisers
1147
Parallax Volatility Advisers
California
$1.91M -$33.2M -332,165 -95%
PNAA
1148
Pictet North America Advisors
Switzerland
$1.9M +$50.9K +509 +3%
PAMG
1149
Patton Albertson Miller Group
Tennessee
$1.9M -$392K -3,926 -17%
TWA
1150
TCI Wealth Advisors
Arizona
$1.9M -$20K -200 -1%
44 45
46
47 48