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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 %
AAM
1801
Augustine Asset Management
Florida
$201K +$201K +1,900 New
AWA
1802
Arete Wealth Advisors
Illinois
$200K -$84.1K -795 -30%
MCM
1803
MV Capital Management
Maryland
$200K – – –
AIS
1804
Accurate Investment Solutions
Pennsylvania
$193K -$2.71M -25,573 -93%
BWA
1805
Burt Wealth Advisors
Maryland
$184K -$105K -995 -36%
CIA
1806
Cascade Investment Advisors
Oregon
$178K +$178K +1,677 New
SEIA
1807
Signature Estate & Investment Advisors
California
$177K +$31.8K +300 +22%
CHP
1808
Cable Hill Partners
Oregon
$177K +$139K +1,314 +370%
RPG
1809
Risk Paradigm Group
Texas
$177K +$12K +113 +7%
CM
1810
Castleark Management
Illinois
$170K – – –
MWM
1811
MinichMacGregor Wealth Management
New York
$167K +$211 +2 +0.1%
NC
1812
NewSquare Capital
Pennsylvania
$167K +$2.96K +28 +2%
GAM
1813
Gemmer Asset Management
California
$163K +$5.72K +54 +4%
GI
1814
Gradient Investments
Minnesota
$162K +$10.6K +100 +7%
MIC
1815
MU Investments Company
Japan
$150K -$82.8K -800 -36%
MC
1816
MRJ Capital
New York
$148K +$148K +1,400 New
KPCM
1817
Kings Point Capital Management
New York
$147K +$21.2K +200 +17%
GBBWRPM
1818
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$139K +$421 +4 +0.3%
BCM
1819
Blume Capital Management
California
$138K +$10.8K +102 +9%
CA
1820
Commerzbank Aktiengesellschaft
Germany
$136K +$4.96K +46,793 +4%
RFWA
1821
RPg Family Wealth Advisory
Massachusetts
$135K +$52.1K +492 +63%
CCMW
1822
Cypress Capital Management (Wyoming)
Wyoming
$129K +$44.3K +418 +52%
PWM
1823
Perigon Wealth Management
California
$128K -$213K -2,000 -62%
BAM
1824
Brave Asset Management
New Jersey
$127K -$30.9K -292 -20%
SAS
1825
Stelac Advisory Services
New York
$126K +$15.4K +145 +14%
71 72
73
74 75