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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 %
CCT
1201
Country Club Trust
Missouri
$1.66M -$12.2K -122 -0.7%
NONA
1202
Ninety One North America
New York
$1.66M -$54.1K -541 -3%
CI
1203
Capital International
California
$1.66M +$1.66M +16,600 New
LSV Asset Management
1204
LSV Asset Management
Illinois
$1.66M – – –
SNBOSD
1205
Security National Bank of So Dak
Iowa
$1.65M +$54.5K +545 +3%
Wealth Enhancement Advisory Services
1206
Wealth Enhancement Advisory Services
Minnesota
$1.65M +$172K +1,718 +12%
LCM
1207
Liberty Capital Management
Michigan
$1.65M -$41.5K -415 -2%
TCM
1208
Tradition Capital Management
New Jersey
$1.65M +$694K +6,950 +73%
FDCC
1209
Foster Dykema Cabot & Co
Massachusetts
$1.62M -$191K -1,910 -11%
RBC
1210
Ronald Blue & Co
Georgia
$1.61M -$820K -8,212 -34%
FMP
1211
Financial Management Professionals
Texas
$1.59M -$110K -1,100 -6%
CIC
1212
Chilton Investment Company
Connecticut
$1.59M – – –
PFC
1213
Phocas Financial Corp
California
$1.58M -$21K -210 -1%
BFEC
1214
Benjamin F. Edwards & Company
Missouri
$1.58M -$26.6K -266 -2%
SC
1215
Savant Capital
Illinois
$1.57M +$440K +4,402 +39%
SIMM
1216
Stillwater Investment Management (Minnesota)
Minnesota
$1.55M +$3.7K +37 +0.2%
MAM
1217
Meeder Asset Management
Ohio
$1.53M +$218K +2,179 +17%
BHBT
1218
Burke & Herbert Bank & Trust
Virginia
$1.53M -$3.6K -36 -0.2%
BONST
1219
Bank of Nova Scotia Trust
Ontario, Canada
$1.53M -$378K -3,785 -20%
FAM
1220
Formidable Asset Management
Ohio
$1.53M +$51.3K +516 +3%
CIM
1221
CenturyLink Investment Management
Colorado
$1.52M – – –
LCM
1222
LVM Capital Management
Michigan
$1.52M +$400 +4 +0%
HB
1223
Homrich & Berg
Georgia
$1.51M +$25.3K +253 +2%
GIP
1224
Greatmark Investment Partners
Georgia
$1.5M -$3.5K -35 -0.2%
FCIM
1225
Fairview Capital Investment Management
California
$1.5M +$27.5K +275 +2%
47 48
49
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