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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
1
Wellington Management Group
Massachusetts
$1.54B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$392M
3
BFA
3
BlackRock Fund Advisors
California
$1.95B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.75B
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$310M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$4.28B
2
Capital World Investors
2
Capital World Investors
California
$803M
3
YAM
3
Yacktman Asset Management
Texas
$1.44B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.29B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
1776
Signature Estate & Investment Advisors
California
$132K +$300 +3 +0.2%
GBBWRPM
1777
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$130K +$130K +1,302 New
ES
1778
Equitec Specialists
Illinois
$129K +$52.1K +522 +68%
NCMG
1779
NCM Capital Management Group
North Carolina
$125K – – –
RPG
1780
Risk Paradigm Group
Texas
$122K +$37.9K +379 +45%
BCM
1781
Blume Capital Management
California
$120K – – –
KPCM
1782
Kings Point Capital Management
New York
$119K – – –
CTB
1783
Country Trust Bank
Illinois
$118K -$82.2K -820 -41%
HRC
1784
Hoertkorn Richard Charles
$118K -$5K -50 -4%
IP
1785
Isthmus Partners
Wisconsin
$115K – – –
BIM
1786
Barton Investment Management
Pennsylvania
$112K +$112K +1,120 New
DPA
1787
Delphi Private Advisors
California
$109K +$109K +1,088 New
MFT
1788
Moisand Fitzgerald Tamayo
Florida
$109K +$109K +1,091 New
UFA
1789
US Financial Advisors
Massachusetts
$107K +$5.89K +59 +6%
WCM
1790
Wealthcare Capital Management
Virginia
$101K – – –
KCPG
1791
Kavar Capital Partners Group
Kansas
$101K – – –
CPA
1792
Cowen Prime Advisors
New York
$101K – – –
JC
1793
JBF Capital
Colorado
$100K – – –
BC
1794
Blackhill Capital
New Jersey
$100K – – –
PFG
1795
Piershale Financial Group
Illinois
$100K +$401 +4 +0.4%
ED
1796
Exane Derivatives
France
$99K -$180K -1,800 -64%
LWM
1797
LBA Wealth Management
Florida
$98K +$15.9K +160 +19%
JAM
1798
JCIC Asset Management
Ontario, Canada
$93K – – –
NCM
1799
Nelson Capital Management
California
$90K – – –
SEC
1800
Seven Eight Capital
New York
$90K +$90K +900 New
70 71
72
73 74