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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 %
SCA
1451
Sippican Capital Advisors
Massachusetts
$773K -$2.62K -25 -0.3%
AIM
1452
Alambic Investment Management
California
$769K – – –
GBT
1453
Grove Bank & Trust
Florida
$765K +$232K +2,219 +44%
CS
1454
Cannell & Spears
New York
$761K +$4.29K +41 +0.6%
BDF
1455
Balasa Dinverno & Foltz
$757K +$175K +1,671 +30%
PCM
1456
Prelude Capital Management
New York
$756K +$42.6K +407 +6%
SFP
1457
Shepherd Financial Partners
Massachusetts
$755K +$755K +7,214 New
NERM
1458
New England Research & Management
Illinois
$754K +$18.3K +175 +2%
ANBT
1459
American National Bank & Trust
Texas
$754K +$160K +1,533 +27%
GWS
1460
Glassman Wealth Services
Virginia
$754K +$260K +2,485 +53%
FHC
1461
First Houston Capital
Texas
$753K +$20.9K +200 +3%
RAM
1462
Redmond Asset Management
Virginia
$752K – – –
RWM
1463
Ritholtz Wealth Management
New York
$752K +$752K +7,184 New
MFBTD
1464
MB Financial Bank - Trust Department
Illinois
$750K +$33.5K +320 +5%
FM
1465
Forward Management
California
$748K +$13.2K +126 +2%
Cetera Investment Advisers
1466
Cetera Investment Advisers
Illinois
$743K +$236K +2,269 +47%
P
1467
Pitcairn
Pennsylvania
$738K -$1.88K -18 -0.3%
SAM
1468
Sunnymeath Asset Management
New Jersey
$738K +$335K +3,200 +83%
CW
1469
Cobiz Wealth
Colorado
$737K -$32.8K -313 -4%
BTIS
1470
BB&T Investment Services
North Carolina
$737K +$737K +7,088 New
ECM
1471
Elgethun Capital Management
South Dakota
$734K +$734K +7,023 New
WG
1472
Winton Group
United Kingdom
$733K -$18.9M -180,564 -96%
KC
1473
Kingfisher Capital
North Carolina
$727K – – –
IIC
1474
Integrated Investment Consultants
Michigan
$725K +$23K +220 +3%
SA
1475
SL Advisors
New Jersey
$724K +$5.34K +51 +0.7%
57 58
59
60 61