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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 %
WPA
1376
Winning Points Advisors
Florida
$994K +$994K +9,500 New
BIM
1377
Beach Investment Management
Pennsylvania
$982K +$12.6K +120 +1%
ABTD
1378
Arvest Bank Trust Division
Oklahoma
$980K +$143K +1,371 +17%
HCM
1379
Hutchinson Capital Management
California
$978K -$85.2K -814 -8%
RIA
1380
Regal Investment Advisors
Michigan
$970K -$32.5K -311 -3%
BHTS
1381
Bar Harbor Trust Services
Maine
$958K -$9.83K -94 -1%
SOAMC
1382
Spirit of America Management Corp
New York
$957K – – –
BW
1383
Bison Wealth
Georgia
$956K -$138K -1,315 -13%
PCM
1384
Princeton Capital Management
New Jersey
$948K -$202K -1,928 -18%
CPA
1385
Capital Planning Advisors
California
$948K -$35.1K -335 -4%
CIC
1386
Crawford Investment Counsel
Georgia
$947K -$304K -2,902 -24%
PFC
1387
Phocas Financial Corp
California
$944K -$734K -7,017 -44%
MFW
1388
Mosaic Family Wealth
Missouri
$944K -$1.99K -19 -0.2%
BCM
1389
Bayesian Capital Management
New York
$942K +$942K +9,000 New
ARMT
1390
Amica Retiree Medical Trust
Rhode Island
$939K – – –
BL
1391
Balentine LLC
Georgia
$936K +$5.65K +54 +0.6%
CC
1392
Cadinha & Co
Hawaii
$934K – – –
NED
1393
Nancy E. Dempze
$933K -$230K -2,200 -20%
WA
1394
WealthTrust Axiom
Pennsylvania
$933K +$105K +1,000 +13%
OIA
1395
Optimum Investment Advisors
Illinois
$930K -$62.8K -600 -6%
PTC
1396
Philadelphia Trust Company
Pennsylvania
$928K -$1.98M -18,931 -68%
NFG
1397
Nations Financial Group
Iowa
$925K -$2.72K -26 -0.3%
Lido Advisors
1398
Lido Advisors
California
$922K +$250K +2,389 +37%
NB
1399
Nicolet Bankshares
Wisconsin
$921K -$104K -997 -10%
LMAM
1400
Legg Mason Asset Management
Japan
$911K -$168K -1,600 -16%
54 55
56
57 58