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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 %
LSA
1601
L & S Advisors
California
$471K -$6.47M -61,816 -93%
MIC
1602
Meridian Investment Counsel
California
$470K -$26.1K -250 -5%
CAAS
1603
Capital Asset Advisory Services
Michigan
$469K – – –
KSA
1604
Ken Stern & Associates
California
$468K +$6.91K +66 +1%
CCM
1605
Carlson Capital Management
Minnesota
$467K -$21.3K -203 -4%
CICI
1606
Capital Investment Counsel Inc
North Carolina
$466K -$28.8K -275 -6%
FNBSF
1607
First National Bank Sioux Falls
South Dakota
$464K -$391K -3,739 -46%
ZF
1608
Zhang Financial
Michigan
$464K – – –
MIM
1609
Marco Investment Management
Georgia
$463K – – –
AF
1610
Allworth Financial
California
$461K -$10.5K -100 -2%
CCM
1611
CrestPoint Capital Management
Missouri
$460K +$178K +1,700 +63%
LAIC
1612
Lederer & Associates Investment Counsel
California
$460K +$460K +4,400 New
EWM
1613
Edge Wealth Management
New York
$459K +$62.1K +594 +16%
SIM
1614
SSI Investment Management
California
$458K -$13.4K -128 -3%
ECAM
1615
East Coast Asset Management
Massachusetts
$454K – – –
SGA
1616
Strategic Global Advisors
California
$454K – – –
SQA
1617
Simon Quick Advisors
New Jersey
$451K +$451K +4,307 New
OSNBOA
1618
Old Second National Bank of Aurora
Illinois
$450K -$1.3M -12,466 -74%
I
1619
IberiaBank
Louisiana
$449K +$16K +153 +4%
SCA
1620
STALEY CAPITAL ADVISERS
Pennsylvania
$448K – – –
AWM
1621
AllSquare Wealth Management
New York
$447K – – –
CG
1622
Clinton Group
New York
$444K -$924K -8,826 -68%
CAM
1623
Cubic Asset Management
Massachusetts
$443K – – –
JWM
1624
Jacobus Wealth Management
Wisconsin
$442K – – –
BO
1625
BRR OpCo
Ohio
$440K -$23.8K -227 -5%
63 64
65
66 67