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PepsiCo
PEP

Overview Fund Activity

1,897 hedge funds and large institutions have $108B invested in PepsiCo in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 731 increasing their positions, 856 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
+18
Holders Change %
+0.96%
% of All Funds
50.69%
Holding in Top 10
290
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+6.62%
% of All Funds
7.75%
New
78
Increased
731
Reduced
856
Closed
43
Calls
$1.07B
Puts
$928M
Net Calls
+$146M
Net Calls Change
-$43.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.84B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$358M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.89B
4
Vanguard Group
Vanguard Group
Pennsylvania
$10.6B
5
AllianceBernstein
AllianceBernstein
Tennessee
$830M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$59.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$1.92B
3
Capital World Investors
Capital World Investors
California
$17.3M
4
Parnassus Investments
Parnassus Investments
California
$0
5
YAM
Yacktman Asset Management
Texas
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
1676
Portland Global Advisors
Maine
$369K +$74.2K +700 +25%
JWM
1677
Jacobus Wealth Management
Wisconsin
$368K -$158K -1,492 -30%
OWM
1678
Orgel Wealth Management
Wisconsin
$367K +$3.18K +30 +0.9%
AFG
1679
Albion Financial Group
Utah
$364K – – –
VIMU
1680
Veritas Investment Management (UK)
United Kingdom
$360K -$424K -4,000 -54%
DCM
1681
Donaldson Capital Management
Indiana
$360K +$9.76K +92 +3%
DLHL
1682
Donald L. Hagan LLC
Florida
$357K -$930K -8,771 -72%
PAM
1683
Premier Asset Management
Illinois
$356K -$52.8K -500 -13%
NEPWA
1684
New England Private Wealth Advisors
Massachusetts
$355K – – –
KF
1685
Krilogy Financial
Missouri
$355K +$132K +1,244 +59%
LD
1686
Lipe & Dalton
New York
$354K – – –
SFG
1687
StrategIQ Financial Group
Indiana
$353K +$16.9K +159 +5%
AWM
1688
Arbor Wealth Management
Florida
$351K – – –
AW
1689
Alpha Windward
Massachusetts
$350K +$29.2K +276 +9%
DAS
1690
Dynamic Advisor Solutions
Arizona
$347K -$135K -1,273 -28%
TFF
1691
The Family Firm
Maryland
$346K -$6.88K -65 -2%
LCOV
1692
London Company of Virginia
Virginia
$346K +$98.8K +932 +40%
TCM
1693
Tanaka Capital Management
New York
$342K – – –
BB
1694
Bell Bank
North Dakota
$341K – – –
MIM
1695
Midwest Investment Management
Ohio
$339K +$23.8K +225 +8%
CIP
1696
Convergence Investment Partners
Florida
$337K -$5.72K -54 -2%
SRCM
1697
Swift Run Capital Management
Virginia
$334K – – –
WP
1698
Wedgewood Partners
Missouri
$333K -$16.4K -155 -5%
CPIG
1699
Chicago Partners Investment Group
Illinois
$328K – – –
VHAM
1700
Van Hulzen Asset Management
California
$326K -$9K -85 -3%
66 67
68
69 70