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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 %
BSWMG
1226
Barrington Strategic Wealth Management Group
Illinois
$1.49M -$7K -70 -0.5%
SLG
1227
Stanley-Laman Group
Pennsylvania
$1.49M +$27K +270 +2%
WOC
1228
West Oak Capital
California
$1.48M +$64.4K +645 +5%
BRWA
1229
B. Riley Wealth Advisors
Florida
$1.48M +$112K +1,125 +8%
LC
1230
Lincoln Capital
Nebraska
$1.47M +$88.5K +885 +6%
MHS
1231
M Holdings Securities
Oregon
$1.47M -$62.9K -630 -4%
WSC
1232
Wellington Shields & Co
New York
$1.47M +$140K +1,400 +11%
HCM
1233
Hodges Capital Management
Texas
$1.46M +$55K +550 +4%
AIM
1234
Arcadia Investment Management
Michigan
$1.45M +$15.8K +158 +1%
GIM
1235
Guardian Investment Management
California
$1.45M – – –
SKK
1236
Shepherd Kaplan Krochuk
Massachusetts
$1.44M +$55K +550 +4%
SAM
1237
Symphony Asset Management
California
$1.44M -$176K -1,760 -11%
FPCM
1238
Financial Partners Capital Management
New York
$1.44M +$816K +8,164 +132%
MLIC
1239
Mandatum Life Insurance Company
Finland
$1.43M +$1.43M +14,322 New
BVDMP
1240
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.43M – – –
MCTIC
1241
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.42M -$99.9K -1,000 -7%
MPIA
1242
Mountain Pacific Investment Advisers
Idaho
$1.41M -$35K -350 -2%
GWM
1243
Gupta Wealth Management
California
$1.41M +$314K +3,146 +29%
TL
1244
Tirschwell & Loewy
New York
$1.4M -$30K -300 -2%
KAM
1245
Keeley Asset Management
Illinois
$1.4M -$933K -9,340 -40%
SAM
1246
Shamrock Asset Management
Texas
$1.38M -$68.1K -683 -5%
WCM
1247
Wunderlich Capital Managemnt
Tennessee
$1.38M +$27.7K +277 +2%
AIIMS
1248
Analyst IMS Investment Management Services
Israel
$1.37M -$312K -3,121 -19%
AW
1249
ACG Wealth
Georgia
$1.37M +$1.37M +13,744 New
ICM
1250
Ionic Capital Management
New York
$1.37M – – –
48 49
50
51 52