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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 %
AAM
1701
Aureus Asset Management
Massachusetts
$324K +$61.4K +580 +23%
11A
1702
10-15 Associates
New York
$320K -$6.03K -57 -2%
PIM
1703
Parasol Investment Management
Illinois
$319K -$31.7K -300 -9%
WA
1704
Wealth Architects
California
$318K -$27.5K -260 -8%
HCM
1705
Hengehold Capital Management
Ohio
$316K +$10.6K +100 +3%
SSI
1706
Scott & Selber Inc
Texas
$315K – – –
LK
1707
Lumbard & Kellner
New Hampshire
$313K – – –
AssetMark Inc
1708
AssetMark Inc
California
$309K +$18.2K +171 +6%
FI
1709
FormulaFolio Investments
Michigan
$307K +$530 +5 +0.2%
SAM
1710
Security Asset Management
New York
$301K – – –
JPMIA
1711
J.P. Marvel Investment Advisors
Massachusetts
$300K – – –
SIA
1712
Starfire Investment Advisers
Michigan
$299K – – –
NL
1713
NWAM LLC
Washington
$299K +$5.3K +50 +2%
SAMC
1714
Spectrum Asset Management (California)
California
$299K +$17K +160 +6%
HS
1715
Huntington Steele
Pennsylvania
$296K -$10.1K -95 -3%
Carson Wealth (CWM LLC)
1716
Carson Wealth (CWM LLC)
Nebraska
$293K -$13.2M -124,775 -98%
FVCM
1717
F&V Capital Management
Florida
$288K -$126K -1,187 -30%
EA
1718
Elm Advisors
California
$287K – – –
CCM
1719
CrestPoint Capital Management
Missouri
$286K -$21.2K -200 -7%
QAM
1720
Quantres Asset Management
Cayman Islands
$286K +$286K +2,700 New
SFS
1721
Summit Financial Strategies
Ohio
$285K – – –
SIC
1722
Sigma Investment Counselors
Michigan
$285K +$16.2K +153 +6%
TCM
1723
Tetrem Capital Management
Manitoba, Canada
$283K +$18K +170 +7%
FTI
1724
Fiduciary Trust International
Massachusetts
$281K -$15.9K -150 -5%
SFG
1725
SNS Financial Group
Minnesota
$279K +$56.2K +530 +25%
67 68
69
70 71