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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 %
AWM
1326
Avior Wealth Management
Nebraska
$1.09M +$53.1K +532 +5%
LPT
1327
Legacy Private Trust
Wisconsin
$1.09M -$194K -1,940 -15%
OCG
1328
Opus Capital Group
Ohio
$1.09M -$58.1K -581 -5%
HSA
1329
HBK Sorce Advisory
Pennsylvania
$1.09M +$17.5K +175 +2%
HCM
1330
Hutchinson Capital Management
California
$1.08M – – –
SA
1331
Strategic Advisors
New York
$1.08M +$300 +3 +0%
HCM
1332
Harvest Capital Management
New Hampshire
$1.08M +$247K +2,475 +30%
PRCM
1333
Pine River Capital Management
Minnesota
$1.07M +$49.9K +500 +5%
FCBT
1334
First Citizens Bank & Trust
North Carolina
$1.07M -$1.2M -12,058 -53%
SCCM
1335
Schafer Cullen Capital Management
New York
$1.06M -$148K -1,480 -12%
LMAM
1336
Legg Mason Asset Management
Japan
$1.06M -$60K -600 -5%
IH
1337
IFC Holdings
Florida
$1.06M +$69.7K +700 +7%
SFA
1338
Sequoia Financial Advisors
Ohio
$1.06M -$22.3K -223 -2%
SLF
1339
Sun Life Financial
Ontario, Canada
$1.05M -$341K -3,415 -24%
AIM
1340
Aspen Investment Management
Michigan
$1.05M – – –
CS
1341
Credential Securities
$1.05M +$40.1K +401 +4%
HCM
1342
Hollencrest Capital Management
California
$1.05M +$7.29K +73 +0.7%
AAMU
1343
AEGON Asset Management (UK)
United Kingdom
$1.05M -$1.02M -10,259 -49%
RB
1344
Rodgers Brothers
Pennsylvania
$1.04M -$5K -50 -0.5%
CPA
1345
Capital Planning Advisors
California
$1.03M +$149K +1,490 +17%
ACS
1346
Archford Capital Strategies
Illinois
$1.03M +$849K +8,763 +466%
DRD
1347
Dennis R. Delaney
$1.03M +$1.03M +10,270 New
SBWIC
1348
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.03M +$8.59K +86 +0.8%
ARMT
1349
Amica Retiree Medical Trust
Rhode Island
$1.02M – – –
NFC
1350
Northeast Financial Consultants
Connecticut
$1.02M – – –
52 53
54
55 56