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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
1
Wellington Management Group
Massachusetts
$2.84B
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$358M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.89B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.6B
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$830M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$59.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.92B
3
Capital World Investors
3
Capital World Investors
California
$17.3M
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
YAM
5
Yacktman Asset Management
Texas
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
1751
IMA Advisory Services
Colorado
$240K +$240K +2,265 New
BCM
1752
BTC Capital Management
Iowa
$239K +$7.72K +73 +3%
TI
1753
Truepoint Inc
Ohio
$238K +$238K +2,245 New
PP
1754
Pegasus Partners
Wisconsin
$236K – – –
EMB
1755
Elefante Mark B
$236K – – –
TCM
1756
Tradewinds Capital Management
Washington
$233K +$4.34K +41 +2%
CAL
1757
Capital Advisors Ltd
Ohio
$232K – – –
TFO
1758
Tarbox Family Office
California
$231K – – –
SIM
1759
Sadoff Investment Management
Wisconsin
$229K -$39.5K -372 -15%
FSCM
1760
Front Street Capital Management
Montana
$229K +$229K +2,160 New
FDS
1761
First Dallas Securities
Texas
$228K – – –
ICM
1762
IMS Capital Management
Oregon
$227K -$31.8K -300 -12%
HHGA
1763
Halbert Hargrove Global Advisors
California
$225K -$113K -1,067 -33%
CIC
1764
Cornercap Investment Counsel
Georgia
$225K – – –
CP
1765
Camelot Portfolios
Ohio
$224K -$5.09K -48 -2%
CM
1766
Capital Management
Virginia
$224K – – –
GKWIM
1767
Gerber Kawasaki Wealth & Investment Management
California
$223K +$223K +2,109 New
SCM
1768
Sterneck Capital Management
Missouri
$221K -$13K -123 -6%
RI
1769
Redwood Investments
Massachusetts
$221K -$847 -8 -0.4%
BIA
1770
Biondo Investment Advisors
Pennsylvania
$221K – – –
FHB
1771
First Hawaiian Bank
Hawaii
$220K -$14.3K -135 -6%
RMSCM
1772
R.M. Sincerbeaux Capital Management
New York
$220K – – –
LA
1773
Lynch & Associates
Indiana
$219K -$29.8K -282 -12%
TAM
1774
Trillium Asset Management
Massachusetts
$219K -$10.6K -100 -5%
JGUA
1775
John G. Ullman & Associates
New York
$219K – – –
69 70
71
72 73