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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
$1.54B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$392M
3
BFA
BlackRock Fund Advisors
California
$1.95B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$310M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$4.28B
2
Capital World Investors
Capital World Investors
California
$803M
3
YAM
Yacktman Asset Management
Texas
$1.44B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.29B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1451
Perritt Capital Management
Illinois
$719K +$12.1K +121 +2%
SLA
1452
Silver Lake Advisory
Utah
$717K -$7.59K -76 -1%
RAM
1453
Redmond Asset Management
Virginia
$716K – – –
SJIC
1454
St. James Investment Company
Texas
$711K +$30K +300 +4%
PWAP
1455
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$706K -$188K -1,879 -21%
VCM
1456
Versant Capital Management
Arizona
$705K +$705K +7,057 New
CFA
1457
CT Financial Advisors
Pennsylvania
$702K – – –
PAWC
1458
P.A.W. Capital
Connecticut
$699K – – –
AWCI
1459
Alpine Woods Capital Investors
New York
$699K +$699K +7,000 New
NIM
1460
Nexus Investment Management
Ontario, Canada
$694K – – –
ABTD
1461
Arvest Bank Trust Division
Oklahoma
$693K -$16.2K -162 -2%
SIG
1462
Schooner Investment Group
Pennsylvania
$691K -$543K -5,500 -44%
GLI
1463
Guardian Life Insurance
New York
$691K -$168K -1,677 -20%
PIM
1464
Profit Investment Management
Maryland
$686K -$917K -9,175 -57%
NAM
1465
Nichols Asset Management
Massachusetts
$686K – – –
ACM
1466
Apex Capital Management
Ohio
$679K -$2.1K -21 -0.3%
WI
1467
Wedgewood Investors
Pennsylvania
$676K – – –
RPA
1468
Rock Point Advisors
Vermont
$674K -$38K -380 -5%
EFIC
1469
Eliot Finkel Investment Counsel
California
$673K +$673K +6,735 New
OCM
1470
One Capital Management
California
$672K -$9.9K -99 -1%
MWM
1471
Mission Wealth Management
California
$671K +$67.5K +676 +11%
TP
1472
Truvvo Partners
New York
$669K +$669K +6,700 New
JT
1473
Jump Trading
Illinois
$660K +$155K +1,070 +31%
OLA
1474
Oliver Luxxe Assets
New Jersey
$659K +$659K +6,651 New
SAM
1475
Strategy Asset Managers
California
$658K -$3.69K -37 -0.6%
57 58
59
60 61