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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 %
LC
1226
LCNB Corp
Ohio
$1.56M +$1.56M +14,899 New
LIM
1227
Loudon Investment Management
New Hampshire
$1.55M – – –
BWM
1228
BerganKDV Wealth Management
Minnesota
$1.55M -$369K -3,528 -19%
SC
1229
Searle & Co
Connecticut
$1.55M – – –
WSC
1230
Wellington Shields & Co
New York
$1.55M – – –
MWM
1231
Marietta Wealth Management
Georgia
$1.54M +$1.54M +14,760 New
PIM
1232
Profit Investment Management
Maryland
$1.54M -$14.1K -135 -0.9%
SLG
1233
Stanley-Laman Group
Pennsylvania
$1.54M -$7.85K -75 -0.5%
BHBT
1234
Burke & Herbert Bank & Trust
Virginia
$1.54M – – –
AIA
1235
Allegis Investment Advisors
Idaho
$1.53M +$66.9K +639 +5%
HAM
1236
Highstreet Asset Management
Ontario, Canada
$1.53M -$363K -3,472 -19%
NA
1237
Navellier & Associates
Nevada
$1.52M -$73.2K -700 -5%
HSA
1238
HBK Sorce Advisory
Pennsylvania
$1.52M -$31.1K -297 -2%
SSP
1239
Sapphire Star Partners
Washington
$1.5M -$156K -1,487 -9%
OFS
1240
Orrstown Financial Services
Pennsylvania
$1.49M -$13.6K -136 -0.9%
CFMC
1241
Curbstone Financial Management Corp
New Hampshire
$1.49M -$1.5M -14,321 -50%
CWM
1242
Concert Wealth Management
California
$1.47M -$952K -9,135 -39%
HCM
1243
Hodges Capital Management
Texas
$1.46M -$126K -1,200 -8%
BRWA
1244
B. Riley Wealth Advisors
Florida
$1.46M -$79.8K -761 -5%
OA
1245
Outfitter Advisors
Virginia
$1.45M -$1.03M -9,850 -41%
RC
1246
Roundview Capital
New Jersey
$1.45M +$76.9K +735 +6%
MCM
1247
McKinley Capital Management
Alaska
$1.45M +$102K +973 +8%
HWA
1248
Heritage Way Advisors
Illinois
$1.45M +$1.45M +13,825 New
CC
1249
Capital Counsel
New York
$1.44M – – –
GCP
1250
GSA Capital Partners
United Kingdom
$1.44M -$846K -8,082 -37%
48 49
50
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