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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 %
NQWM
1676
Northwest Quadrant Wealth Management
Oregon
$381K +$381K +3,644 New
VIA
1677
Vident Investment Advisory
Georgia
$379K +$379K +3,622 New
SCG
1678
Sonata Capital Group
Washington
$378K – – –
HAFS
1679
Hapanowicz & Associates Financial Services
Pennsylvania
$378K +$378K +3,709 New
BCM
1680
Beck Capital Management
Texas
$374K – – –
HPWM
1681
Highland Private Wealth Management
Washington
$374K +$1.88K +18 +0.5%
GCMG
1682
Gyroscope Capital Management Group
Florida
$374K +$374K +3,570 New
HWA
1683
HCR Wealth Advisors
California
$374K +$374K +3,570 New
SCI
1684
Stableford Capital II
Arizona
$373K +$373K +3,564 New
AFG
1685
Albion Financial Group
Utah
$364K -$20.9K -200 -5%
DAS
1686
Dynamic Advisor Solutions
Arizona
$363K +$19.5K +186 +6%
HCM
1687
Hengehold Capital Management
Ohio
$362K +$7.96K +76 +2%
RWM
1688
Rench Wealth Management
Texas
$360K +$1.88K +18 +0.5%
RFM
1689
Royal Fund Management
Florida
$359K +$359K +3,437 New
SCP
1690
Seizert Capital Partners
Michigan
$357K – – –
VIMU
1691
Veritas Investment Management (UK)
United Kingdom
$356K – – –
KA
1692
Klingman & Associates
New York
$353K -$23.1K -221 -6%
SFG
1693
SNS Financial Group
Minnesota
$353K +$29.4K +281 +9%
PAM
1694
Premier Asset Management
Illinois
$352K – – –
NEPWA
1695
New England Private Wealth Advisors
Massachusetts
$352K +$105 +1 +0%
PA
1696
Perennial Advisors
New York
$352K +$352K +3,361 New
TFF
1697
The Family Firm
Maryland
$351K -$3.14K -30 -0.9%
AssetMark Inc
1698
AssetMark Inc
California
$349K +$4.08K +39 +1%
BBNB
1699
Baker Boyer National Bank
Washington
$345K -$24.1K -230 -7%
HCP
1700
Holt Capital Partners
Texas
$342K – – –
66 67
68
69 70