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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
$573M
2
Vanguard Group
Vanguard Group
Pennsylvania
$11.1B
3
Asset Management One
Asset Management One
Japan
$267M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$253M
5
Wells Fargo
Wells Fargo
California
$1.5B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$868M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.94B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Bank of America
Bank of America
North Carolina
$2.63B
5
MTB
Mizuho Trust & Banking
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
1651
United Asset Strategies
New York
$407K -$101K -961 -20%
IIM
1652
Ironwood Investment Management
Massachusetts
$407K – – –
LC
1653
Lourd Capital
California
$400K +$12.8K +122 +3%
TCM
1654
Tetrem Capital Management
Manitoba, Canada
$400K +$15.4K +147 +4%
IWM
1655
IHT Wealth Management
Illinois
$400K +$400K +3,824 New
WCM
1656
Windsor Capital Management
Arizona
$399K +$7.31K +70 +2%
FI
1657
FormulaFolio Investments
Michigan
$398K +$87.9K +841 +28%
AIM
1658
Advantage Investment Management
Iowa
$397K -$10.1K -96 -2%
TCM
1659
Traynor Capital Management
Pennsylvania
$396K +$7.14K +69 +2%
ACPU
1660
Arrowgrass Capital Partners (US)
Delaware
$395K +$23.3K +223 +6%
AW
1661
Alpha Windward
Massachusetts
$395K +$49.6K +474 +14%
ACI
1662
Alpha Cubed Investments
California
$395K +$100K +961 +34%
AR
1663
Advisory Research
Illinois
$394K -$1.85M -17,621 -82%
BCM
1664
Bienville Capital Management
New York
$393K -$28.9K -274 -7%
CWM
1665
Confluence Wealth Management
Oregon
$392K -$30.4K -290 -7%
KS
1666
Karpas Strategies
Connecticut
$392K – – –
ERIM
1667
Eagle Ridge Investment Management
Connecticut
$391K +$148K +1,413 +61%
PWSG
1668
Pacific Wealth Strategies Group
California
$390K +$390K +3,725 New
AA
1669
Alesco Advisors
New York
$389K – – –
JAFL
1670
Jay A. Fishman Ltd
Michigan
$389K +$112K +1,070 +40%
LCOV
1671
London Company of Virginia
Virginia
$388K – – –
LPT
1672
Legacy Private Trust
Wisconsin
$386K +$5.23K +50 +1%
JFGLC
1673
Johnson Financial Group LLC (Colorado)
Colorado
$383K +$383K +3,658 New
FCFC
1674
First Commonwealth Financial Corp
Pennsylvania
$382K -$1.68K -16 -0.4%
LCS
1675
Levin Capital Strategies
New York
$381K -$130K -1,239 -25%
65 66
67
68 69