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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 %
PCM
1476
Perritt Capital Management
Illinois
$722K -$23.8K -227 -3%
NIM
1477
Nexus Investment Management
Ontario, Canada
$722K – – –
IPC
1478
Independent Portfolio Consultants
Florida
$719K -$409K -3,907 -36%
FC
1479
FIC Capital
New York
$719K -$39.7K -379 -5%
NAM
1480
Nichols Asset Management
Massachusetts
$718K – – –
CIAS
1481
Capital Investment Advisory Services
North Carolina
$718K +$718K +6,866 New
LWA
1482
Lenox Wealth Advisors
New York
$716K -$106K -1,012 -13%
CPA
1483
Court Place Advisors
Maryland
$713K -$3.24K -31 -0.5%
WI
1484
Wedgewood Investors
Pennsylvania
$712K – – –
DT
1485
Diversified Trust
Tennessee
$712K +$45.1K +431 +7%
EIA
1486
Edgemoor Investment Advisors
Maryland
$711K -$4.92K -47 -0.7%
PWAP
1487
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$706K -$41.9K -400 -6%
FIM
1488
Freedom Investment Management
Connecticut
$706K +$32.3K +309 +5%
FBT
1489
First Bank & Trust
South Dakota
$700K +$700K +6,693 New
SWM
1490
Segment Wealth Management
Texas
$696K +$20.4K +195 +3%
CIM
1491
Cetera Investment Management
California
$693K -$113K -1,080 -14%
JGIA
1492
Jackson Grant Investment Advisers
Connecticut
$693K – – –
EP
1493
Edgestream Partners
New Jersey
$693K +$350K +3,346 +102%
VCM
1494
Versant Capital Management
Arizona
$688K -$45.9K -439 -6%
MFIMFI
1495
Mesirow Financial Investment Management - Fixed Income
Illinois
$687K -$268K -2,560 -28%
FFC
1496
First Financial Corp
Indiana
$686K -$98.1K -938 -13%
PAWC
1497
P.A.W. Capital
Connecticut
$680K – – –
ACM
1498
Ashford Capital Management
Delaware
$679K – – –
CAM
1499
Close Asset Management
United Kingdom
$677K +$677K +6,470 New
GC
1500
Guardian Capital
Ontario, Canada
$672K -$79.9K -764 -11%
58 59
60
61 62