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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 %
SCP
1651
Seizert Capital Partners
Michigan
$371K -$43.5K -400 -11%
VIMU
1652
Veritas Investment Management (UK)
United Kingdom
$370K – – –
AAM
1653
Aureus Asset Management
Massachusetts
$369K +$36.5K +336 +11%
TFF
1654
The Family Firm
Maryland
$368K +$12.7K +117 +4%
HCM
1655
Hengehold Capital Management
Ohio
$368K +$43.5K +400 +13%
PAM
1656
Premier Asset Management
Illinois
$366K – – –
NEPWA
1657
New England Private Wealth Advisors
Massachusetts
$366K – – –
AW
1658
Alpha Windward
Massachusetts
$359K -$326 -3 -0.1%
AssetMark Inc
1659
AssetMark Inc
California
$358K +$41.9K +386 +13%
DAS
1660
Dynamic Advisor Solutions
Arizona
$357K +$870 +8 +0.2%
EP
1661
Edgestream Partners
New Jersey
$356K +$356K +3,277 New
ZCA
1662
Zeke Capital Advisors
Pennsylvania
$356K +$356K +3,315 New
HCP
1663
Holt Capital Partners
Texas
$355K +$78.8K +725 +29%
TCM
1664
Tanaka Capital Management
New York
$351K – – –
VHAM
1665
Van Hulzen Asset Management
California
$350K +$15.3K +141 +5%
AWM
1666
Arbor Wealth Management
Florida
$344K – – –
SRCM
1667
Swift Run Capital Management
Virginia
$343K – – –
LD
1668
Lipe & Dalton
New York
$342K -$21.7K -200 -6%
WP
1669
Wedgewood Partners
Missouri
$339K -$2.17K -20 -0.6%
CMANY
1670
Capital Management Associates (New York)
New York
$337K -$147K -1,350 -30%
SFG
1671
SNS Financial Group
Minnesota
$336K +$50K +460 +17%
DLHL
1672
Donald L. Hagan LLC
Florida
$335K -$31.6K -290 -9%
SFG
1673
StrategIQ Financial Group
Indiana
$334K -$28.3K -260 -8%
CWM
1674
Cranbrook Wealth Management
Michigan
$332K -$84.9K -781 -20%
MIM
1675
Midwest Investment Management
Ohio
$331K -$16.3K -150 -5%
65 66
67
68 69