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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
1
Wellington Management Group
Massachusetts
$1.54B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$392M
3
BFA
3
BlackRock Fund Advisors
California
$1.95B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.75B
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$310M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$4.28B
2
Capital World Investors
2
Capital World Investors
California
$803M
3
YAM
3
Yacktman Asset Management
Texas
$1.44B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
1601
FormulaFolio Investments
Michigan
$415K +$44.8K +449 +12%
CHAM
1602
Clear Harbor Asset Management
Connecticut
$413K -$10.8K -108 -3%
SAMC
1603
Shinko Asset Management Company
Japan
$410K -$4.3K -43 -1%
DFIM
1604
Detwiler Fenton Investment Management
Massachusetts
$409K +$409K +4,098 New
IIM
1605
Ironwood Investment Management
Massachusetts
$407K – – –
DCM
1606
Donaldson Capital Management
Indiana
$403K -$273K -2,736 -40%
TCM
1607
Traynor Capital Management
Pennsylvania
$403K +$60.7K +608 +18%
MLL
1608
Moody Lynn & Lieberson
Massachusetts
$401K +$19.4K +194 +5%
OWP
1609
Obermeyer Wealth Partners
Colorado
$398K -$9.99K -100 -2%
NBG
1610
Nancy B. Gardiner
$395K +$395K +3,950 New
IIC
1611
Integrated Investment Consultants
Michigan
$394K +$394K +4,112 New
PWMAG
1612
Pinnacle Wealth Management Advisory Group
New Jersey
$388K – – –
BCM
1613
Beck Capital Management
Texas
$388K +$4K +40 +1%
WP
1614
WealthPLAN Partners
Nebraska
$387K +$387K +11,639 New
PAM
1615
Premier Asset Management
Illinois
$386K -$2.49K -25 -0.6%
WCM
1616
Windsor Capital Management
Arizona
$382K +$7.48K +75 +2%
AP
1617
Advisors Preferred
Maryland
$382K +$258K +2,586 +209%
SCP
1618
Seizert Capital Partners
Michigan
$380K -$99.8K -1,000 -21%
MSR
1619
Main Street Research
Connecticut
$380K – – –
AIA
1620
Arbor Investment Advisors
North Carolina
$378K -$122K -1,225 -24%
CCS
1621
Crosspoint Capital Strategies
California
$376K +$261K +2,727 +227%
FVCM
1622
F&V Capital Management
Florida
$375K -$33.4K -335 -8%
HHGA
1623
Halbert Hargrove Global Advisors
California
$375K -$17.8K -178 -5%
KS
1624
Karpas Strategies
Connecticut
$375K – – –
KSA
1625
Ken Stern & Associates
California
$373K +$14.6K +146 +4%
63 64
65
66 67