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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 %
BCM
1626
Birmingham Capital Management
Alabama
$440K – – –
WA
1627
Waverly Advisors
Alabama
$438K +$58.1K +555 +15%
HC
1628
Hourglass Capital
Texas
$437K -$26.2K -250 -6%
DE
1629
Day & Ennis
Georgia
$435K +$33.7K +322 +8%
SM
1630
Sciencast Management
New Jersey
$435K +$435K +4,154 New
OFW
1631
Omnia Family Wealth
Florida
$434K +$434K +4,114 New
AC
1632
Alexandria Capital
Virginia
$433K -$288K -2,750 -40%
CCM
1633
Cribstone Capital Management
Maine
$432K -$16.5K -160 -4%
CHAM
1634
Clear Harbor Asset Management
Connecticut
$432K – – –
AIA
1635
Arbor Investment Advisors
North Carolina
$431K +$26.4K +252 +7%
DCM
1636
Driehaus Capital Management
Illinois
$430K -$1.19M -11,391 -73%
MLL
1637
Moody Lynn & Lieberson
Massachusetts
$429K -$20K -191 -4%
TIM
1638
Tortoise Investment Management
New York
$428K -$55.7K -532 -12%
PCM
1639
Palisade Capital Management
New Jersey
$428K – – –
TPWA
1640
TRUE Private Wealth Advisors
Oregon
$427K +$19.2K +186 +5%
HCM
1641
Hollencrest Capital Management
California
$427K +$20.9K +200 +5%
AL
1642
Agran Libbie
California
$425K +$732 +7 +0.2%
PWMAG
1643
Pinnacle Wealth Management Advisory Group
New Jersey
$423K -$17.3K -165 -4%
TDC
1644
Thompson Davis & Co
Virginia
$423K -$1.57K -15 -0.4%
CT
1645
Clearstead Trust
Maine
$423K +$423K +4,045 New
Koshinski Asset Management
1646
Koshinski Asset Management
Illinois
$421K -$24.3K -232 -5%
SWA
1647
Sutton Wealth Advisors
Florida
$418K – – –
OWP
1648
Obermeyer Wealth Partners
Colorado
$417K – – –
CA
1649
Capital Advantage
California
$409K +$26.2K +250 +7%
HA
1650
Harfst & Associates
Wyoming
$408K -$76.8K -734 -16%
64 65
66
67 68