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PepsiCo
PEP

Overview Fund Activity

1,897 hedge funds and large institutions have $108B invested in PepsiCo in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 731 increasing their positions, 856 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
+18
Holders Change %
+0.96%
% of All Funds
50.69%
Holding in Top 10
290
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+6.62%
% of All Funds
7.75%
New
78
Increased
731
Reduced
856
Closed
43
Calls
$1.07B
Puts
$928M
Net Calls
+$146M
Net Calls Change
-$43.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.84B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$358M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.89B
4
Vanguard Group
Vanguard Group
Pennsylvania
$10.6B
5
AllianceBernstein
AllianceBernstein
Tennessee
$830M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$59.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$1.92B
3
Capital World Investors
Capital World Investors
California
$17.3M
4
Parnassus Investments
Parnassus Investments
California
$0
5
YAM
Yacktman Asset Management
Texas
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1626
Cubic Asset Management
Massachusetts
$448K – – –
BLAM
1627
Bourne Lent Asset Management
New York
$448K – – –
BCM
1628
Birmingham Capital Management
Alabama
$446K -$31.8K -300 -7%
PWMAG
1629
Pinnacle Wealth Management Advisory Group
New Jersey
$446K +$29.7K +280 +7%
TPWA
1630
TRUE Private Wealth Advisors
Oregon
$445K +$8.78K +83 +2%
IC
1631
Intersect Capital
California
$444K +$741 +7 +0.2%
TAM
1632
Todd Asset Management
Kentucky
$441K +$14.3K +135 +3%
NO
1633
Ninety One
South Africa
$441K +$54.9K +519 +14%
SFM
1634
Signature Financial Management
Virginia
$438K -$13.2K -125 -3%
CHAM
1635
Clear Harbor Asset Management
Connecticut
$438K – – –
PCM
1636
Palisade Capital Management
New Jersey
$434K +$89.5K +845 +26%
TDC
1637
Thompson Davis & Co
Virginia
$433K +$288K +2,716 +198%
BCM
1638
Bluefin Capital Management
New York
$430K +$430K +4,060 New
AL
1639
Agran Libbie
California
$429K -$14.9K -141 -3%
MLL
1640
Moody Lynn & Lieberson
Massachusetts
$427K – – –
FHC
1641
First Houston Capital
Texas
$424K -$170K -1,600 -29%
CWM
1642
Confluence Wealth Management
Oregon
$423K -$106 -1 -0%
SWA
1643
Sutton Wealth Advisors
Florida
$423K +$4.24K +40 +1%
OWP
1644
Obermeyer Wealth Partners
Colorado
$422K – – –
AP
1645
Advisors Preferred
Maryland
$420K +$174K +1,645 +71%
MWP
1646
MYCIO Wealth Partners
Pennsylvania
$419K -$56.1K -530 -12%
IIM
1647
Ironwood Investment Management
Massachusetts
$418K -$13.2K -125 -3%
Koshinski Asset Management
1648
Koshinski Asset Management
Illinois
$412K +$93K +878 +29%
BCM
1649
Beck Capital Management
Texas
$406K – – –
CWM
1650
Cranbrook Wealth Management
Michigan
$406K +$847 +8 +0.2%
64 65
66
67 68