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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 %
IP
1826
Isthmus Partners
Wisconsin
$122K – – –
SHJ
1827
Sharkey, Howes & Javer
Colorado
$122K – – –
RAM
1828
Riggs Asset Management
Pennsylvania
$117K -$85.8K -810 -42%
GXMC
1829
Global X Management Company
New York
$117K +$56.1K +528 +92%
CPA
1830
Cowen Prime Advisors
New York
$107K – – –
JC
1831
JBF Capital
Colorado
$106K – – –
BC
1832
Blackhill Capital
New Jersey
$106K – – –
PFG
1833
Piershale Financial Group
Illinois
$106K +$422 +4 +0.4%
DPA
1834
Delphi Private Advisors
California
$106K +$1.38K +13 +1%
VIM
1835
Veritas Investment Management
United Kingdom
$102K – – –
DSN
1836
D. Scott Neal
Kentucky
$100K +$7.52K +71 +8%
HRC
1837
Hoertkorn Richard Charles
$99K -$26.6K -250 -21%
NCMG
1838
NCM Capital Management Group
North Carolina
$98K -$5.3K -50 -5%
AFIA
1839
America First Investment Advisors
Nebraska
$91K – – –
NCM
1840
Nelson Capital Management
California
$87K -$8.8K -83 -9%
WCM
1841
Wealthcare Capital Management
Virginia
$86K -$21.2K -200 -20%
BBPWM
1842
Blue Bell Private Wealth Management
Pennsylvania
$80K – – –
CWM
1843
Catamount Wealth Management
Connecticut
$75K – – –
PCP
1844
Proficio Capital Partners
Massachusetts
$75K +$22.8K +212 +44%
RCG
1845
Ruggie Capital Group
Florida
$73K +$5.53K +52 +8%
LBG
1846
Lloyds Banking Group
United Kingdom
$66K – – –
HIIFS
1847
Harel Insurance Investments & Financial Services
Israel
$66K +$66K +620 New
APSP
1848
Asset Planning Services (Pennsylvania)
Pennsylvania
$64K – – –
LWM
1849
LBA Wealth Management
Florida
$64K – – –
RBC
1850
Roble Belko & Company
Pennsylvania
$62K -$16.4K -155 -21%
72 73
74
75 76