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PepsiCo
PEP

Overview Fund Activity

1,897 hedge funds and large institutions have $108B invested in PepsiCo in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 731 increasing their positions, 856 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
+18
Holders Change %
+0.96%
% of All Funds
50.69%
Holding in Top 10
290
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+6.62%
% of All Funds
7.75%
New
78
Increased
731
Reduced
856
Closed
43
Calls
$1.07B
Puts
$928M
Net Calls
+$146M
Net Calls Change
-$43.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$540M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$358M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$325M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$189M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$3.8B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$374M
3
Capital World Investors
Capital World Investors
California
-$371M
4
Parnassus Investments
Parnassus Investments
California
-$323M
5
YAM
Yacktman Asset Management
Texas
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
I2I
1426
Insight 2811 Inc
Illinois
$876K – – –
KA
1427
KLCM Advisors
Wisconsin
$876K +$31.8K +300 +4%
DRD
1428
Dennis R. Delaney
$874K -$212K -2,000 -20%
WIP
1429
Wellesley Investment Partners
Massachusetts
$873K +$42.8K +404 +5%
Fuller & Thaler Asset Management
1430
Fuller & Thaler Asset Management
California
$869K – – –
FM
1431
Forward Management
California
$867K -$10.6K -100 -1%
PFC
1432
Poplar Forest Capital
California
$864K – – –
BTNA
1433
Bremer Trust National Association
Minnesota
$859K +$5.3K +50 +0.6%
MC
1434
Miles Capital
Iowa
$859K +$859K +8,104 New
BHTS
1435
Bar Harbor Trust Services
Maine
$853K – – –
SJIC
1436
St. James Investment Company
Texas
$852K +$79.4K +750 +10%
WA
1437
WFG Advisors
Texas
$846K +$214K +2,016 +34%
WPW
1438
Waldron Private Wealth
Pennsylvania
$842K +$247K +2,333 +42%
BAM
1439
Berkshire Asset Management
Pennsylvania
$840K -$532K -5,017 -39%
B
1440
Bailard
California
$838K +$449K +4,238 +115%
SG
1441
Somerset Group
Minnesota
$836K – – –
FC
1442
FIC Capital
New York
$830K – – –
LWA
1443
Lenox Wealth Advisors
New York
$828K +$1.06K +10 +0.1%
WP
1444
WealthPLAN Partners
Nebraska
$826K +$826K +15,875 New
BA
1445
BKS Advisors
Michigan
$825K -$56.3K -531 -6%
BIM
1446
Beach Investment Management
Pennsylvania
$825K +$825K +7,790 New
HCM
1447
Hollencrest Capital Management
California
$821K -$231K -2,179 -22%
FIM
1448
Frontier Investment Management
Texas
$818K -$13.1M -127,934 -94%
FAM
1449
Foresters Asset Management
Ontario, Canada
$816K +$816K +7,700 New
FCCM
1450
First City Capital Management
Georgia
$810K -$19.8K -187 -2%
56 57
58
59 60