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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 %
WA
1726
Wealth Architects
California
$300K -$14K -134 -4%
QC
1727
QCM Cayman
Texas
$300K +$300K +2,864 New
GS
1728
GAM Systematic
United Kingdom
$299K -$321K -3,064 -52%
RGIA
1729
Rainier Group Investment Advisory
Washington
$299K +$299K +2,856 New
LD
1730
Lipe & Dalton
New York
$298K -$31.4K -300 -10%
AA
1731
AlphaMark Advisors
Kentucky
$297K – – –
SAM
1732
Security Asset Management
New York
$297K – – –
JPMIA
1733
J.P. Marvel Investment Advisors
Massachusetts
$296K – – –
SIA
1734
Starfire Investment Advisers
Michigan
$295K – – –
PCM
1735
Pointe Capital Management
Michigan
$295K +$295K +2,823 New
EWM
1736
Empirical Wealth Management
Washington
$293K +$60.3K +577 +26%
KCP
1737
KDI Capital Partners
North Carolina
$293K +$251K +2,400 +600%
TAM
1738
Trillium Asset Management
Massachusetts
$292K +$292K +2,789 New
IC
1739
Intersect Capital
California
$290K -$1.36K -13 -0.5%
ICM
1740
IMS Capital Management
Oregon
$290K +$65.4K +624 +29%
OWM
1741
Orgel Wealth Management
Wisconsin
$289K -$5.44K -52 -2%
TBA
1742
Train Babcock Advisors
New York
$287K +$17.1K +163 +6%
FVCM
1743
F&V Capital Management
Florida
$285K – – –
SWA
1744
SFMG Wealth Advisors
Texas
$284K +$33.5K +320 +13%
EA
1745
Elm Advisors
California
$283K – – –
AAP
1746
Arax Advisory Partners
Colorado
$282K +$282K +2,690 New
GC
1747
Gilbert & Cook
Iowa
$282K +$282K +2,694 New
LPIC
1748
LeJeune Puetz Investment Counsel
Michigan
$281K +$281K +2,682 New
AIP
1749
Ahrens Investment Partners
Louisiana
$280K +$280K +2,679 New
PCMK
1750
Paragon Capital Management (Kansas)
Kansas
$279K +$279K +2,670 New
68 69
70
71 72