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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 %
SWA
1301
SFMG Wealth Advisors
Texas
$1.16M +$20K +200 +2%
CPO
1302
Cerity Partners OCIO
New York
$1.16M +$31K +310 +3%
DAM
1303
Delta Asset Management
Tennessee
$1.16M -$2K -20 -0.2%
NED
1304
Nancy E. Dempze
$1.15M +$1.15M +11,540 New
HA
1305
Hamel Associates
New Jersey
$1.15M – – –
RIA
1306
Regal Investment Advisors
Michigan
$1.14M +$312K +3,123 +38%
HEIP
1307
Hudson Edge Investment Partners
New Jersey
$1.13M -$2.2K -22 -0.2%
PCMM
1308
Private Capital Management (Minnesota)
Minnesota
$1.13M +$1.13M +11,300 New
TCM
1309
Texan Capital Management
Texas
$1.13M – – –
SMC
1310
Smith, Moore & Co
Missouri
$1.13M +$121K +1,212 +12%
MPI
1311
Mairs & Power Inc
Minnesota
$1.12M -$43.9K -439 -4%
AB
1312
AT Bancorp
Iowa
$1.12M +$2.4K +24 +0.2%
DSI
1313
Daiwa SB Investments
Japan
$1.12M -$312K -3,126 -22%
BFC
1314
Blue Fin Capital
Rhode Island
$1.12M -$74.4K -745 -6%
ST
1315
Somerset Trust
Pennsylvania
$1.12M +$27.2K +272 +2%
IPC
1316
Independent Portfolio Consultants
Florida
$1.12M -$631K -6,315 -36%
MMPW
1317
Mitchell McLeod Pugh & Williams
Alabama
$1.11M – – –
WIS
1318
Wright Investors Service
Connecticut
$1.11M +$487K +4,876 +78%
CIM
1319
Cetera Investment Management
California
$1.11M +$1.11M +11,179 New
HCM
1320
Highlander Capital Management
New Jersey
$1.11M -$20K -200 -2%
PL
1321
Plancorp LLC
Missouri
$1.11M +$237K +2,376 +27%
WS
1322
Wedbush Securities
California
$1.1M -$6.6K -66 -0.6%
IWA
1323
Intercontinental Wealth Advisors
Texas
$1.1M +$1.1M +11,009 New
WTB
1324
Washington Trust Bank
Washington
$1.09M -$43.7K -437 -4%
QCMC
1325
Quantum Capital Management (California)
California
$1.09M -$94K -941 -8%
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