PEP icon

PepsiCo
PEP

Overview Fund Activity

1,879 hedge funds and large institutions have $103B invested in PepsiCo in 2016 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 743 increasing their positions, 825 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,879
Holders Change
+23
Holders Change %
+1.24%
% of All Funds
50.15%
Holding in Top 10
272
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.74%
% of All Funds
7.26%
New
95
Increased
743
Reduced
825
Closed
52
Calls
$798M
Puts
$608M
Net Calls
+$190M
Net Calls Change
+$357M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.22B
2
Vanguard Group
Vanguard Group
Pennsylvania
$10.1B
3
HCM
Highfields Capital Management
Massachusetts
$207M
4
Renaissance Technologies
Renaissance Technologies
New York
$382M
5
Millennium Management
Millennium Management
New York
$239M

Top Sellers

1
TFM
Trian Fund Management
New York
$0
2
Capital World Investors
Capital World Investors
California
$375M
3
TCIM
TIAA CREF Investment Management
New York
$711M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$65.1M
5
Franklin Resources
Franklin Resources
California
$2.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCS
1851
Crosspoint Capital Strategies
California
$21K -$389K -3,726 -95%
AA
1852
Apriem Advisors
California
$21K +$16.6K +164 +373%
PHK
1853
Point72 Hong Kong
Hong Kong
$20K +$20K +200 New
FI
1854
FCM Investments
Texas
$15K – – –
LWM
1855
Lenox Wealth Management
Ohio
$14K – – –
CFA
1856
Camarda Financial Advisors
Florida
$14K – – –
RWG
1857
Regal Wealth Group
California
$12K – – –
TWMP
1858
Taylor Wealth Management Partners
Massachusetts
$11K – – –
PFO
1859
Pathstone Family Office
New Jersey
$11K +$11K +104 New
SFPM
1860
Sensible Financial Planning & Management
Massachusetts
$10K – – –
HWP
1861
Hefty Wealth Partners
Indiana
$9K – – –
SGAM
1862
Smith Group Asset Management
Texas
$7K +$4.24K +43 +154%
EWM
1863
Endurance Wealth Management
Rhode Island
$6.48K -$375 -3,660 -5%
BCFS
1864
Butensky & Cohen Financial Security
Florida
$6K – – –
HIM
1865
Hillsdale Investment Management
Ontario, Canada
$6K +$1.09K +10 +22%
CIM
1866
Contravisory Investment Management
Massachusetts
$5K – – –
IR
1867
Invictus RG
Bermuda
$4K -$857 -9 -18%
OSAM
1868
O'Shaughnessy Asset Management
Connecticut
$3K -$1.8K -18 -38%
WAMC
1869
Western Asset Management Company
California
$3K +$3K +20 New
KFA
1870
Kelleher Financial Advisors
New York
$3K +$3K +30 New
LWA
1871
Lowe Wealth Advisors
Maryland
$2K – – –
CP
1872
Corbenic Partners
Pennsylvania
$2K +$95 +1 +5%
IF
1873
Ironwood Financial
Arizona
$2K +$2K +15 New
VIA
1874
Vident Investment Advisory
Georgia
$1.87K +$889 +8,675 +90%
CF
1875
CenterStar Fund
Illinois
$1K -$61K – –
73 74
75
76 77