PEP icon

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 %
SWM
1501
Segment Wealth Management
Texas
$684K +$224K +2,112 +49%
JAM
1502
Jolley Asset Management
North Carolina
$680K +$29K +274 +4%
NERM
1503
New England Research & Management
Illinois
$678K -$31.8K -300 -4%
VWA
1504
V Wealth Advisors
Kansas
$677K -$16.4K -154 -2%
AWP
1505
Ascent Wealth Partners
New York
$677K -$6.25K -59 -0.9%
NFG
1506
Nadler Financial Group
Illinois
$676K +$106 +1 +0%
DT
1507
Diversified Trust
Tennessee
$676K +$7.42K +70 +1%
GS
1508
Girard Securities
California
$676K +$114K +1,078 +20%
BC
1509
Brinker Capital
Pennsylvania
$675K -$22.1K -209 -3%
JGIA
1510
Jackson Grant Investment Advisers
Connecticut
$671K +$4.77K +45 +0.7%
OCM
1511
One Capital Management
California
$670K -$29.6K -279 -4%
PCIG
1512
Partners Capital Investment Group
Massachusetts
$668K – – –
NC
1513
Nicholas Company
Wisconsin
$667K -$106K -1,000 -14%
WA
1514
Winfield Associates
Ohio
$664K – – –
AI
1515
Accredited Investors
Minnesota
$664K +$122K +1,180 +22%
DCM
1516
Driehaus Capital Management
Illinois
$662K -$97.4K -919 -13%
Dodge & Cox
1517
Dodge & Cox
California
$662K -$9.96K -94 -1%
UBWV
1518
United Bank (West Virginia)
West Virginia
$656K -$1.46M -13,751 -69%
DMC
1519
Drexel Morgan & Co
Pennsylvania
$652K – – –
RWM
1520
RKL Wealth Management
Pennsylvania
$651K +$323K +3,076 +99%
TC
1521
Toews Corporation
New Jersey
$646K +$646K +6,100 New
WIA
1522
Westbourne Investment Advisors
Maryland
$645K +$106K +1,000 +20%
OLA
1523
Oliver Luxxe Assets
New Jersey
$643K -$61.8K -583 -9%
EGA
1524
E&G Advisors
Texas
$639K -$142K -1,344 -18%
BOS
1525
Bingham Osborn & Scarborough
California
$631K +$27.4K +259 +5%
59 60
61
62 63