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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 %
KGI
1776
KBI Global Investors
Ireland
$218K +$218K +2,055 New
IWA
1777
Inspirion Wealth Advisors
Illinois
$217K – – –
BCI
1778
Brinker Capital Investments
Pennsylvania
$217K +$6.35K +60 +3%
CWM
1779
Cabot Wealth Management
Massachusetts
$217K +$217K +2,048 New
BA
1780
Birinyi Associates
Connecticut
$216K – – –
CCMD
1781
Cypress Capital Management (Delaware)
Delaware
$216K +$3.71K +35 +2%
CFSG
1782
Community Financial Services Group
Vermont
$216K +$216K +2,035 New
BIAS
1783
Beacon Investment Advisory Services
New Jersey
$215K +$215K +2,030 New
TCM
1784
Tran Capital Management
California
$212K – – –
EWM
1785
Empirical Wealth Management
Washington
$212K – – –
SRC
1786
Stone Run Capital
New York
$212K – – –
GCM
1787
Grisanti Capital Management
New York
$212K – – –
ICOM
1788
Investment Counselors of Maryland
Maryland
$212K +$212K +2,000 New
SRC
1789
Shufro Rose & Co
New York
$211K -$510K -4,810 -71%
CG
1790
Corundum Group
Colorado
$211K -$67.1K -632 -24%
VWM
1791
Vector Wealth Management
Minnesota
$210K – – –
SCP
1792
Syntal Capital Partners
Texas
$209K -$15.1K -143 -7%
AF
1793
Affiance Financial
Minnesota
$209K – – –
BFPW
1794
BOK Financial Private Wealth
Colorado
$208K – – –
TIA
1795
Tiemann Investment Advisors
California
$207K – – –
LWIC
1796
Leith Wheeler Investment Counsel
British Columbia, Canada
$205K +$205K +1,566 New
SMG
1797
Spectrum Management Group
Indiana
$203K -$280K -2,645 -58%
PPCM
1798
Pillar Pacific Capital Management
California
$202K +$202K +1,909 New
ACM
1799
Armbruster Capital Management
New York
$201K -$123K -1,162 -38%
VFP
1800
Verus Financial Partners
Virginia
$201K +$201K +1,898 New
70 71
72
73 74