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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 %
TFA
1801
Transamerica Financial Advisors
Florida
$87K – – –
DSN
1802
D. Scott Neal
Kentucky
$87K +$87K +867 New
AFIA
1803
America First Investment Advisors
Nebraska
$86K – – –
CCMW
1804
Cypress Capital Management (Wyoming)
Wyoming
$79.9K – – –
AWMS
1805
Advocacy Wealth Management Services
Georgia
$68K +$68K +685 New
RBC
1806
Roble Belko & Company
Pennsylvania
$64K +$51.3K +513 +404%
RFWA
1807
RPg Family Wealth Advisory
Massachusetts
$62.5K +$62.5K +626 New
GXMC
1808
Global X Management Company
New York
$62K -$17K -171 -22%
CF
1809
CenterStar Fund
Illinois
$61K -$58K – –
APSP
1810
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K +$60K +600 New
OAJ
1811
Ogorek Anthony Joseph
New York
$59K – – –
HF
1812
Hoxton Financial
West Virginia
$57K – – –
CWM
1813
Catamount Wealth Management
Connecticut
$54K – – –
VFA
1814
Virtus Fund Advisers
Connecticut
$50K – – –
IC
1815
IKOS CIF
Cyprus
$50K +$50K +500 New
SAM
1816
Solaris Asset Management
New York
$49K +$22.8K +230 +87%
WAS
1817
Winch Advisory Services
Wisconsin
$48K +$10.3K +103 +27%
WA
1818
WealthTrust-Arizona
Arizona
$45K – – –
Nuveen Asset Management
1819
Nuveen Asset Management
Illinois
$44.2K -$47 -471 -0.1%
KM
1820
Kalos Management
Georgia
$44K – – –
AI
1821
ArchPoint Investors
Florida
$40K +$40K +400 New
CHP
1822
Cable Hill Partners
Oregon
$39K -$6.45K -64 -14%
NHFG
1823
New Harbor Financial Group
Massachusetts
$39K – – –
VIM
1824
Veritas Investment Management
United Kingdom
$34K +$34K +340 New
PCP
1825
Proficio Capital Partners
Massachusetts
$34K +$34K +343 New
71 72
73
74 75