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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 %
CG
1776
Corundum Group
Colorado
$253K -$8.79K -84 -3%
CMANY
1777
Capital Management Associates (New York)
New York
$251K -$73.2K -700 -23%
BA
1778
Birinyi Associates
Connecticut
$251K -$66.6K -637 -21%
Wolverine Trading
1779
Wolverine Trading
Illinois
$248K -$1.07M -10,280 -81%
DCM
1780
Dimension Capital Management
Florida
$245K +$245K +2,337 New
UF
1781
Univest Financial
Pennsylvania
$244K +$6.9K +66 +3%
TCM
1782
Tanaka Capital Management
New York
$240K -$97.9K -935 -29%
BWM
1783
BigSur Wealth Management
Florida
$240K +$240K +2,280 New
IAS
1784
IMA Advisory Services
Colorado
$237K – – –
BIAS
1785
Beacon Investment Advisory Services
New Jersey
$237K +$10.5K +100 +5%
VA
1786
Valmark Advisers
Ohio
$236K +$41.9K +400 +22%
PWM
1787
Perigon Wealth Management
California
$235K +$88.2K +798 +60%
SFG
1788
StrategIQ Financial Group
Indiana
$234K -$87.1K -833 -27%
AF
1789
Affiance Financial
Minnesota
$234K +$20.9K +200 +10%
FSCM
1790
Front Street Capital Management
Montana
$232K – – –
CWP
1791
Capital Wealth Planning
Florida
$230K – – –
AIM
1792
Acrospire Investment Management
Illinois
$230K +$188K +1,800 +450%
YMRC
1793
Yorktown Management & Research Company
Virginia
$230K +$230K +2,200 New
SAM
1794
Solaris Asset Management
New York
$229K – – –
CAL
1795
Capital Advisors Ltd
Ohio
$229K – – –
CP
1796
Coho Partners
Pennsylvania
$228K – – –
SCM
1797
Sterneck Capital Management
Missouri
$227K +$210 +2 +0.1%
CWM
1798
Catamount Wealth Management
Connecticut
$227K +$1.67K +16 +0.7%
CIC
1799
Cornercap Investment Counsel
Georgia
$225K -$5.35K -51 -2%
WCM
1800
Weik Capital Management
Pennsylvania
$225K +$225K +2,155 New
70 71
72
73 74