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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 %
SAM
1176
Sawgrass Asset Management
Florida
$1.78M +$7.49K +75 +0.4%
WAM
1177
Wealthspire Advisors (Maryland)
Maryland
$1.78M +$1.78M +17,845 New
BMM
1178
Buffington Mohr McNeal
Idaho
$1.78M +$20K +200 +1%
FSA
1179
Franklin Street Advisors
North Carolina
$1.77M -$200K -2,005 -10%
LIM
1180
Leavell Investment Management
Alabama
$1.76M +$50.5K +506 +3%
OFS
1181
Orrstown Financial Services
Pennsylvania
$1.76M -$34.6K -346 -2%
OC
1182
Oarsman Capital
Wisconsin
$1.74M -$32.2K -322 -2%
ITIM
1183
Indiana Trust & Investment Management
Indiana
$1.74M -$914K -9,660 -34%
RIL
1184
Rothschild Investment LLC
Illinois
$1.74M +$28.1K +281 +2%
1IA
1185
1834 Investment Advisors
Wisconsin
$1.74M -$1.71M -17,151 -50%
PC
1186
Pecaut & Co
Iowa
$1.73M – – –
DBIA
1187
Dumont & Blake Investment Advisors
New Jersey
$1.73M -$27.4K -274 -2%
CNAM
1188
Campbell Newman Asset Management
Wisconsin
$1.73M +$38K +380 +2%
AIA
1189
AIMZ Investment Advisors
California
$1.73M -$20K -200 -1%
ASN
1190
Advisory Services Network
Georgia
$1.73M -$1.03M -10,318 -37%
SAM
1191
Selway Asset Management
$1.72M -$45K -450 -3%
SNBOSCI
1192
Security National Bank of Sioux City Iowa
Iowa
$1.71M +$4.6K +46 +0.3%
CWA
1193
Cypress Wealth Advisors
California
$1.71M +$7.39K +74 +0.4%
BA
1194
Bennicas & Associates
California
$1.71M -$15K -150 -0.9%
AAM
1195
Azzad Asset Management
Virginia
$1.71M +$169K +1,695 +11%
CYG
1196
Clean Yield Group
Vermont
$1.7M – – –
CNFG
1197
Creegan & Nassoura Financial Group
New Hampshire
$1.69M -$13.6K -136 -0.8%
CIC
1198
Crawford Investment Counsel
Georgia
$1.69M -$125K -1,250 -7%
CWP
1199
Capital Wealth Planning
Florida
$1.68M -$469K -4,695 -22%
HFM
1200
Hartford Financial Management
Connecticut
$1.68M +$30K +300 +2%
46 47
48
49 50