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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 %
NL
1701
NWAM LLC
Washington
$337K -$44K -420 -12%
BIM
1702
Baldwin Investment Management
Pennsylvania
$337K -$20.9K -200 -6%
ACM
1703
AUA Capital Management
Pennsylvania
$337K +$337K +3,220 New
WP
1704
Wedgewood Partners
Missouri
$336K +$9.41K +90 +3%
PA
1705
Probity Advisors
Texas
$333K +$333K +3,178 New
Carson Wealth (CWM LLC)
1706
Carson Wealth (CWM LLC)
Nebraska
$330K -$55.9K -534 -14%
SRCM
1707
Swift Run Capital Management
Virginia
$330K – – –
BFPW
1708
BOK Financial Private Wealth
Colorado
$329K -$76.1K -726 -19%
PGA
1709
Portland Global Advisors
Maine
$328K -$35.7K -342 -10%
HS
1710
Huntington Steele
Pennsylvania
$326K +$33.9K +324 +12%
QT
1711
Quantbot Technologies
New York
$326K +$326K +3,121 New
AIM
1712
Assured Investment Management
New York
$325K +$325K +3,102 New
DLHL
1713
Donald L. Hagan LLC
Florida
$322K – – –
CWM
1714
Cranbrook Wealth Management
Michigan
$320K – – –
MIM
1715
Midwest Investment Management
Ohio
$320K +$1.57K +15 +0.5%
PP
1716
PagnatoKarp Partners
Virginia
$320K +$320K +3,040 New
GLA
1717
Good Life Advisors
Pennsylvania
$318K +$318K +3,117 New
BIG
1718
Bellwether Investment Group
Tennessee
$317K +$317K +3,033 New
CSM
1719
CAMG Solamere Management
North Carolina
$317K +$317K +3,050 New
SSI
1720
Scott & Selber Inc
Texas
$311K – – –
PIM
1721
Parasol Investment Management
Illinois
$309K -$6.27K -60 -2%
LK
1722
Lumbard & Kellner
New Hampshire
$309K – – –
BII
1723
Bainco International Investors
Massachusetts
$307K +$307K +2,932 New
CGL
1724
Clarius Group LLC
Washington
$304K +$32.7K +312 +12%
SFS
1725
Summit Financial Strategies
Ohio
$303K +$15.7K +150 +5%
67 68
69
70 71