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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
Wellington Management Group
Massachusetts
$1.54B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$392M
3
BFA
BlackRock Fund Advisors
California
$1.95B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$310M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$4.28B
2
Capital World Investors
Capital World Investors
California
$803M
3
YAM
Yacktman Asset Management
Texas
$1.44B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.29B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
UF
1726
Univest Financial
Pennsylvania
$228K +$11.2K +112 +5%
MIC
1727
MU Investments Company
Japan
$227K -$237K -2,350 -51%
IAS
1728
IMA Advisory Services
Colorado
$226K -$25.4K -255 -10%
SFM
1729
Signet Financial Management
New Jersey
$226K -$13K -130 -5%
SFG
1730
SNS Financial Group
Minnesota
$225K – – –
FHB
1731
First Hawaiian Bank
Hawaii
$225K +$225K +2,258 New
KKAMG
1732
Kernodle & Katon Asset Management Group
Arkansas
$224K +$224K +2,239 New
CCT
1733
Capital City Trust
Florida
$223K -$23.8K -238 -10%
PP
1734
Pegasus Partners
Wisconsin
$223K +$223K +2,230 New
TCM
1735
Tradewinds Capital Management
Washington
$222K -$4.99K -50 -2%
SCM
1736
Sterneck Capital Management
Missouri
$221K – – –
ICM
1737
IMS Capital Management
Oregon
$219K -$24.8K -248 -10%
CAL
1738
Capital Advisors Ltd
Ohio
$219K – – –
AWA
1739
Arete Wealth Advisors
Illinois
$219K +$2K +20 +0.9%
ACM
1740
American Capital Management
New York
$218K +$218K +2,185 New
GIA
1741
Granite Investment Advisors
New Hampshire
$217K -$29.9K -300 -12%
GI
1742
Gradient Investments
Minnesota
$216K -$38K -381 -15%
CHA
1743
Cedar Hill Associates
Illinois
$216K – – –
TFO
1744
Tarbox Family Office
California
$216K +$1.5K +15 +0.7%
CGL
1745
Clarius Group LLC
Washington
$216K +$216K +2,170 New
AIM
1746
Advantage Investment Management
Iowa
$215K -$35K -350 -14%
FHC
1747
First Heartland Consultants
Missouri
$214K +$214K +2,138 New
FDS
1748
First Dallas Securities
Texas
$214K +$214K +2,146 New
CIC
1749
Cornercap Investment Counsel
Georgia
$213K – – –
SRSA
1750
S.R. Schill & Associates
Washington
$210K +$210K +2,100 New
68 69
70
71 72