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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 %
BCM
1501
Brookstone Capital Management
Illinois
$671K +$57.5K +550 +9%
AWP
1502
Ascent Wealth Partners
New York
$669K – – –
HBWM
1503
Hollow Brook Wealth Management
New York
$667K +$50.9K +487 +8%
WWM
1504
Willingdon Wealth Management
North Carolina
$666K -$46.8K -447 -7%
QCG
1505
Quadrant Capital Group
Ohio
$665K +$74K +721 +13%
JAM
1506
Jolley Asset Management
North Carolina
$664K – – –
SAM
1507
Strategy Asset Managers
California
$661K -$21.8K -210 -3%
NFG
1508
Nadler Financial Group
Illinois
$661K +$105 +1 +0%
RPA
1509
Rock Point Advisors
Vermont
$658K -$46.3K -443 -7%
SAM
1510
SignalPoint Asset Management
Missouri
$657K +$20.9K +200 +3%
CA
1511
Cornerstone Advisory
Maryland
$657K +$112K +1,075 +21%
OCM
1512
One Capital Management
California
$656K -$5.23K -50 -0.8%
FHA
1513
Flagship Harbor Advisors
Massachusetts
$656K +$656K +6,347 New
BOS
1514
Bingham Osborn & Scarborough
California
$653K +$29.4K +281 +5%
DMC
1515
Drexel Morgan & Co
Pennsylvania
$644K – – –
NBG
1516
Nancy B. Gardiner
$642K -$44.5K -425 -6%
EGA
1517
E&G Advisors
Texas
$642K +$42K +401 +7%
FCB
1518
First Command Bank
Texas
$641K +$641K +6,124 New
FCFS
1519
First Command Financial Services
Texas
$641K +$641K +6,124 New
WA
1520
Winfield Associates
Ohio
$639K -$15.7K -150 -2%
OLA
1521
Oliver Luxxe Assets
New Jersey
$636K -$26.3K -251 -4%
AI
1522
Accredited Investors
Minnesota
$634K -$25.5K -244 -4%
EFIC
1523
Eliot Finkel Investment Counsel
California
$634K – – –
MIFH
1524
Migdal Insurance & Financial Holdings
Israel
$628K +$628K +5,984 New
MWM
1525
Meridian Wealth Management
Kentucky
$628K +$628K +6,047 New
59 60
61
62 63