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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 %
ADL
1401
Asset Dedication LLC
California
$911K +$100K +966 +12%
GXMC
1402
Global X Management Company
New York
$907K +$186K +1,778 +26%
CCM
1403
Chickasaw Capital Management
Tennessee
$904K +$10.5K +100 +1%
VC
1404
Vicus Capital
Pennsylvania
$902K +$103K +981 +13%
TCM
1405
TD Capital Management
Tennessee
$897K – – –
EWM
1406
Evermay Wealth Management
Virginia
$892K -$30.9K -295 -3%
VCP
1407
Vista Capital Partners
Oregon
$891K – – –
WA
1408
WFG Advisors
Texas
$882K +$278K +2,659 +46%
RWA
1409
RGT Wealth Advisors
Texas
$881K +$22.5K +215 +3%
AIS
1410
American Investment Services
Massachusetts
$875K – – –
AIM
1411
Allen Investment Management
New York
$872K -$55.5K -530 -6%
WIP
1412
Wellesley Investment Partners
Massachusetts
$872K +$25.6K +245 +3%
Twin Tree Management
1413
Twin Tree Management
Texas
$871K +$871K +8,327 New
SSWM
1414
Sheets Smith Wealth Management
North Carolina
$866K -$10.4K -99 -1%
BLA
1415
Balter Liquid Alternatives
Massachusetts
$865K +$105K +1,000 +14%
CHJWM
1416
Carlton Hofferkamp & Jenks Wealth Management
Texas
$855K +$132K +1,261 +18%
BONST
1417
Bank of Nova Scotia Trust
Ontario, Canada
$848K -$71.7K -685 -8%
CNC
1418
Citizens & Northern Corp
Pennsylvania
$845K -$30.2K -289 -3%
KLI
1419
Kelman-Lazarov Inc
Tennessee
$839K -$37.1K -355 -4%
CS
1420
Comerica Securities
Michigan
$835K -$64.5K -616 -7%
BA
1421
BKS Advisors
Michigan
$835K +$20.7K +198 +3%
DSI
1422
Daiwa SB Investments
Japan
$834K -$9.42K -90 -1%
BCA
1423
Bray Capital Advisors
Florida
$823K -$774K -7,399 -48%
MA
1424
MCF Advisors
Kentucky
$822K +$78.3K +749 +11%
SG
1425
Somerset Group
Minnesota
$818K -$8.06K -77 -1%
55 56
57
58 59