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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 %
HI
1476
Hudock Inc
Pennsylvania
$657K -$35K -351 -5%
CS
1477
Comerica Securities
Michigan
$656K +$21.3K +213 +3%
P
1478
Pitcairn
Pennsylvania
$644K -$19.2K -192 -3%
FIM
1479
Freedom Investment Management
Connecticut
$643K -$28.1M -280,920 -98%
AWP
1480
Ascent Wealth Partners
New York
$639K +$5K +50 +0.8%
DT
1481
Diversified Trust
Tennessee
$635K -$77.8K -778 -11%
NFG
1482
Nadler Financial Group
Illinois
$635K +$200 +2 +0%
JGIA
1483
Jackson Grant Investment Advisers
Connecticut
$635K +$635K +6,350 New
NERM
1484
New England Research & Management
Illinois
$634K -$35K -350 -5%
TIM
1485
Tortoise Investment Management
New York
$634K +$107K +1,073 +20%
PCIG
1486
Partners Capital Investment Group
Massachusetts
$630K +$630K +6,308 New
CHJWM
1487
Carlton Hofferkamp & Jenks Wealth Management
Texas
$629K +$225K +2,276 +56%
SRC
1488
Shufro Rose & Co
New York
$627K -$9.98K -100 -2%
HW
1489
Hedeker Wealth
Illinois
$622K +$400K +4,000 +180%
SC
1490
Stralem & Co
New York
$620K -$110K -1,100 -15%
FMLI
1491
Fukoku Mutual Life Insurance
Japan
$620K – – –
SFI
1492
SPC Financial Inc
Maryland
$617K -$40K -400 -6%
DMC
1493
Drexel Morgan & Co
Pennsylvania
$615K – – –
AIC
1494
Ayalon Insurance Company
Israel
$615K – – –
ANBT
1495
American National Bank & Trust
Texas
$614K – – –
FHC
1496
First Houston Capital
Texas
$610K -$110K -1,100 -15%
WA
1497
Winfield Associates
Ohio
$609K +$34.9K +350 +6%
JAM
1498
Jolley Asset Management
North Carolina
$604K -$21K -210 -3%
CCM
1499
Compass Capital Management
Minnesota
$602K – – –
AA
1500
ALPS Advisors
Colorado
$600K -$44.9K -449 -7%
58 59
60
61 62