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PepsiCo
PEP

Overview Fund Activity

1,868 hedge funds and large institutions have $109B invested in PepsiCo in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 693 increasing their positions, 881 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,868
Holders Change
-29
Holders Change %
-1.53%
% of All Funds
49.92%
Holding in Top 10
275
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-5.17%
% of All Funds
7.35%
New
57
Increased
693
Reduced
881
Closed
65
Calls
$1.13B
Puts
$1.03B
Net Calls
+$93.6M
Net Calls Change
-$52.7M

Top Buyers

1
State Street
State Street
Massachusetts
$6.8B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.35B
3
Vanguard Group
Vanguard Group
Pennsylvania
$11.3B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.14B
5
First Eagle Investment Management
First Eagle Investment Management
New York
$269M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.67B
2
GE
General Electric
Ohio
$0
3
YAM
Yacktman Asset Management
Texas
$957M
4
BA
BlackRock Advisors
Delaware
$162M
5
HCM
Highfields Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOH
1726
First National Bank of Hutchinson
Kansas
$254K – – –
ERIM
1727
Eagle Ridge Investment Management
Connecticut
$253K -$10.9K -100 -4%
JCM
1728
Jacobi Capital Management
Pennsylvania
$250K -$21.4K -200 -8%
UF
1729
Univest Financial
Pennsylvania
$247K – – –
IAS
1730
IMA Advisory Services
Colorado
$246K – – –
CFA
1731
Capstone Financial Advisors
Illinois
$244K +$244K +2,241 New
BCI
1732
Brinker Capital Investments
Pennsylvania
$243K +$19.7K +181 +9%
EWM
1733
Empirical Wealth Management
Washington
$242K +$23.9K +220 +11%
CWP
1734
Capital Wealth Planning
Florida
$239K -$2.67M -24,535 -92%
CIC
1735
Cornercap Investment Counsel
Georgia
$239K +$7.73K +71 +3%
CAL
1736
Capital Advisors Ltd
Ohio
$238K – – –
SAM
1737
Solaris Asset Management
New York
$238K +$184K +1,695 +342%
11A
1738
10-15 Associates
New York
$237K -$92.4K -848 -28%
TFO
1739
Tarbox Family Office
California
$237K +$326 +3 +0.1%
CP
1740
Coho Partners
Pennsylvania
$237K +$237K +2,178 New
BIAS
1741
Beacon Investment Advisory Services
New Jersey
$236K +$15K +138 +7%
SCM
1742
Sterneck Capital Management
Missouri
$235K +$8.47K +78 +4%
ICM
1743
IMS Capital Management
Oregon
$233K – – –
FSCM
1744
Front Street Capital Management
Montana
$232K -$2.72K -25 -1%
LA
1745
Lynch & Associates
Indiana
$231K +$5.45K +50 +2%
CM
1746
Capital Management
Virginia
$230K – – –
CWM
1747
Catamount Wealth Management
Connecticut
$229K +$154K +1,450 +206%
GKWIM
1748
Gerber Kawasaki Wealth & Investment Management
California
$228K -$977 -9 -0.4%
RMSCM
1749
R.M. Sincerbeaux Capital Management
New York
$227K – – –
SIC
1750
Sigma Investment Counselors
Michigan
$225K -$67.3K -619 -23%
68 69
70
71 72