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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 %
SGCA
1576
Steel Grove Capital Advisors
Tennessee
$450K -$75.3K -748 -14%
RWM
1577
Rench Wealth Management
Texas
$449K +$30.9K +309 +7%
AF
1578
Allworth Financial
California
$448K -$73.4K -734 -14%
SIG
1579
Stanford Investment Group
California
$448K -$45K -450 -9%
CCM
1580
Carlson Capital Management
Minnesota
$447K +$40.8K +408 +10%
MA
1581
MCF Advisors
Kentucky
$447K +$165K +1,646 +58%
OWM
1582
Orgel Wealth Management
Wisconsin
$446K +$446K +4,466 New
EWM
1583
Edge Wealth Management
New York
$444K – – –
SIM
1584
SSI Investment Management
California
$443K – – –
HC
1585
Hourglass Capital
Texas
$442K – – –
GBT
1586
Grove Bank & Trust
Florida
$439K +$439K +4,390 New
CWM
1587
Cranbrook Wealth Management
Michigan
$438K -$57.1K -571 -12%
MCA
1588
Morris Capital Advisors
Pennsylvania
$438K +$438K +4,380 New
BO
1589
BRR OpCo
Ohio
$436K -$14.4K -144 -3%
SWM
1590
Segment Wealth Management
Texas
$434K – – –
SGA
1591
Strategic Global Advisors
California
$434K +$154K +1,543 +55%
CAAS
1592
Capital Asset Advisory Services
Michigan
$433K +$433K +4,330 New
CAM
1593
Cubic Asset Management
Massachusetts
$426K – – –
SCG
1594
Sonata Capital Group
Washington
$426K +$10.6K +106 +3%
ELC
1595
Edgar Lomax Company
Virginia
$422K -$8.03M -80,350 -95%
BLAM
1596
Bourne Lent Asset Management
New York
$422K -$30K -300 -7%
WG
1597
Winton Group
United Kingdom
$421K -$31.7M -316,794 -99%
F
1598
Filament
Washington
$420K +$420K +4,200 New
VC
1599
Vicus Capital
Pennsylvania
$418K +$799 +8 +0.2%
AL
1600
Agran Libbie
California
$418K +$5.2K +52 +1%
62 63
64
65 66