PEP icon

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 %
GC
1676
Garde Capital
Washington
$307K +$10K +100 +3%
TC
1677
Taylor Cottrill
New Hampshire
$306K +$5.9K +59 +2%
AC
1678
Alexandria Capital
Virginia
$302K -$250K -2,500 -45%
CA
1679
Cornerstone Advisors
North Carolina
$300K – – –
FWP
1680
FAS Wealth Partners
Kansas
$298K -$23.8K -238 -7%
FNBOH
1681
First National Bank of Hutchinson
Kansas
$297K – – –
SFG
1682
StrategIQ Financial Group
Indiana
$297K +$297K +2,971 New
SSI
1683
Scott & Selber Inc
Texas
$297K +$297K +2,975 New
SFS
1684
Summit Financial Strategies
Ohio
$295K -$3.7K -37 -1%
SHJ
1685
Sharkey, Howes & Javer
Colorado
$293K -$100K -1,000 -25%
PFM
1686
PacWest Financial Management
Arizona
$293K -$16.5K -165 -5%
NYLT
1687
New York Life Trust
New York
$293K -$9K -90 -3%
CCM
1688
CrestPoint Capital Management
Missouri
$290K -$20K -200 -6%
AAM
1689
Aureus Asset Management
Massachusetts
$289K +$21.5K +215 +8%
HS
1690
Huntington Steele
Pennsylvania
$288K – – –
PAS
1691
Partnervest Advisory Services
California
$288K +$3.5K +35 +1%
SAM
1692
Security Asset Management
New York
$283K – – –
JPMIA
1693
J.P. Marvel Investment Advisors
Massachusetts
$283K +$283K +2,830 New
SIA
1694
Starfire Investment Advisers
Michigan
$282K – – –
FTI
1695
Fiduciary Trust International
Massachusetts
$280K – – –
PGA
1696
Portland Global Advisors
Maine
$278K +$58.6K +586 +27%
ACI
1697
Alpha Cubed Investments
California
$276K +$38.7K +387 +16%
WCA
1698
Westover Capital Advisors
Delaware
$275K -$14.5K -145 -5%
LBG
1699
Lloyds Banking Group
United Kingdom
$273K -$132K -1,321 -33%
Koshinski Asset Management
1700
Koshinski Asset Management
Illinois
$273K -$36.9K -370 -12%
66 67
68
69 70