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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 %
HI
1551
Hudock Inc
Pennsylvania
$572K -$112K -1,073 -16%
UBWV
1552
United Bank (West Virginia)
West Virginia
$570K -$76.9K -735 -12%
PSC
1553
Prentiss Smith & Co
Vermont
$565K +$48.7K +466 +9%
PCIG
1554
Partners Capital Investment Group
Massachusetts
$564K -$96.2K -919 -15%
TCM
1555
Teza Capital Management
Illinois
$564K +$564K +5,390 New
GI
1556
Glovista Investments
New Jersey
$560K +$10.5K +100 +2%
CISOA
1557
Capital Investment Services of America
Wisconsin
$555K – – –
CFA
1558
CT Financial Advisors
Pennsylvania
$555K – – –
NC
1559
Nicholas Company
Wisconsin
$554K – – –
IP
1560
Investment Partners
Ohio
$553K -$1.19M -11,395 -68%
AAS
1561
Annex Advisory Services
Wisconsin
$551K +$4.81K +46 +0.9%
BKA
1562
Brick & Kyle Associates
Pennsylvania
$550K -$2.09K -20 -0.4%
Dodge & Cox
1563
Dodge & Cox
California
$549K – – –
DDC
1564
DF Dent & Co
Maryland
$549K – – –
ACP
1565
Aveo Capital Partners
Colorado
$549K +$549K +5,247 New
MPM
1566
Meritage Portfolio Management
Kansas
$545K – – –
SCM
1567
SOL Capital Management
Maryland
$544K -$10.5K -100 -2%
BWP
1568
BSW Wealth Partners
Colorado
$544K +$489K +4,670 +883%
AWM
1569
AE Wealth Management
Kansas
$544K +$544K +5,199 New
PC
1570
Pecaut & Co
Iowa
$536K -$8.38K -80 -2%
GC
1571
Garde Capital
Washington
$536K +$226K +2,158 +73%
MIM
1572
Miller Investment Management
Pennsylvania
$534K – – –
AOWM
1573
Alpha Omega Wealth Management
Virginia
$532K +$159K +1,514 +42%
FHC
1574
First Heartland Consultants
Missouri
$530K +$123K +1,176 +30%
HDIM
1575
Hanson & Doremus Investment Management
Vermont
$530K – – –
61 62
63
64 65