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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 %
LD
1651
Lipe & Dalton
New York
$334K -$20.6K -206 -6%
TFF
1652
The Family Firm
Maryland
$332K +$90.7K +909 +38%
ALA
1653
Atherton Lane Advisers
California
$331K – – –
WA
1654
Wealth Architects
California
$329K -$399 -4 -0.1%
LC
1655
Lourd Capital
California
$326K +$27.7K +277 +9%
HCM
1656
Hengehold Capital Management
Ohio
$325K -$4.9K -49 -1%
LK
1657
Lumbard & Kellner
New Hampshire
$325K +$5K +50 +2%
PCM
1658
Palisade Capital Management
New Jersey
$324K – – –
BCP
1659
Blue Chip Partners
Michigan
$324K +$20.1K +201 +7%
KA
1660
Kovack Advisors
Florida
$323K -$29.4K -294 -8%
TCM
1661
Tanaka Capital Management
New York
$322K – – –
PWM
1662
Perigon Wealth Management
California
$322K +$322K +3,204 New
AssetMark Inc
1663
AssetMark Inc
California
$321K +$296K +2,961 +1,189%
DCM
1664
Dynamic Capital Management
Jersey
$320K +$320K +3,200 New
11A
1665
10-15 Associates
New York
$317K +$3.5K +35 +1%
NL
1666
NWAM LLC
Washington
$317K +$28.2K +293 +10%
AIM
1667
Alambic Investment Management
California
$316K +$316K +3,160 New
AWM
1668
Arbor Wealth Management
Florida
$316K +$316K +3,228 New
SRCM
1669
Swift Run Capital Management
Virginia
$315K – – –
SCA
1670
STALEY CAPITAL ADVISERS
Pennsylvania
$313K – – –
AW
1671
Alpha Windward
Massachusetts
$311K -$6.39K -64 -2%
MAM
1672
Mastrapasqua Asset Management
Tennessee
$310K -$20K -200 -6%
HCC
1673
Hirtle Callaghan & Co
Pennsylvania
$310K -$4.98K -50 -2%
CPIG
1674
Chicago Partners Investment Group
Illinois
$310K – – –
TG
1675
TLP Group
Illinois
$310K +$310K +3,101 New
65 66
67
68 69