PEP icon

PepsiCo
PEP

Overview Fund Activity

1,868 hedge funds and large institutions have $109B invested in PepsiCo in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 693 increasing their positions, 881 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,868
Holders Change
-29
Holders Change %
-1.53%
% of All Funds
49.92%
Holding in Top 10
275
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-5.17%
% of All Funds
7.35%
New
57
Increased
693
Reduced
881
Closed
65
Calls
$1.13B
Puts
$1.03B
Net Calls
+$93.6M
Net Calls Change
-$52.7M

Top Buyers

1
State Street
State Street
Massachusetts
+$639M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$410M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$325M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$146M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$139M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$493M
2
GE
General Electric
Ohio
-$453M
3
YAM
Yacktman Asset Management
Texas
-$197M
4
BA
BlackRock Advisors
Delaware
-$173M
5
HCM
Highfields Capital Management
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1626
Lourd Capital
California
$403K -$8.6K -79 -2%
LCOV
1627
London Company of Virginia
Virginia
$403K +$48.1K +442 +14%
Carson Wealth (CWM LLC)
1628
Carson Wealth (CWM LLC)
Nebraska
$401K +$100K +920 +33%
AFG
1629
Albion Financial Group
Utah
$400K +$26.1K +240 +7%
TCM
1630
Tetrem Capital Management
Manitoba, Canada
$400K +$110K +1,009 +38%
TCM
1631
Traynor Capital Management
Pennsylvania
$399K -$50.6K -477 -11%
FCFC
1632
First Commonwealth Financial Corp
Pennsylvania
$398K +$761 +7 +0.2%
CA
1633
Capital Advantage
California
$397K -$761 -7 -0.2%
WCM
1634
Westend Capital Management
California
$397K +$5.43K +50 +1%
LPT
1635
Legacy Private Trust
Wisconsin
$396K -$12.5K -115 -3%
NL
1636
NWAM LLC
Washington
$396K +$89K +817 +29%
SAMC
1637
Shinko Asset Management Company
Japan
$395K -$6.96K -64 -2%
WA
1638
Waverly Advisors
Alabama
$395K +$111K +1,017 +39%
LS
1639
Livforsakringsbolaget Skandia
Sweden
$394K -$11M -141,914 -97%
SCG
1640
Sonata Capital Group
Washington
$393K – – –
KA
1641
Klingman & Associates
New York
$391K – – –
BCM
1642
Beck Capital Management
Texas
$389K -$27.7K -255 -7%
AOWM
1643
Alpha Omega Wealth Management
Virginia
$388K – – –
HPWM
1644
Highland Private Wealth Management
Washington
$387K +$435 +4 +0.1%
ACPU
1645
Arrowgrass Capital Partners (US)
Delaware
$386K +$386K +3,553 New
BBNB
1646
Baker Boyer National Bank
Washington
$383K – – –
PGA
1647
Portland Global Advisors
Maine
$379K – – –
BFM
1648
Boothbay Fund Management
New York
$378K -$159K -1,461 -30%
RWM
1649
Rench Wealth Management
Texas
$373K -$95K -873 -20%
BIM
1650
Baldwin Investment Management
Pennsylvania
$373K -$10.9K -100 -3%
64 65
66
67 68