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PepsiCo
PEP

Overview Fund Activity

1,868 hedge funds and large institutions have $109B invested in PepsiCo in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 693 increasing their positions, 881 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,868
Holders Change
-29
Holders Change %
-1.53%
% of All Funds
49.92%
Holding in Top 10
275
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-5.17%
% of All Funds
7.35%
New
57
Increased
693
Reduced
881
Closed
65
Calls
$1.13B
Puts
$1.03B
Net Calls
+$93.6M
Net Calls Change
-$52.7M

Top Buyers

1
State Street
State Street
Massachusetts
$6.8B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.35B
3
Vanguard Group
Vanguard Group
Pennsylvania
$11.3B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.14B
5
First Eagle Investment Management
First Eagle Investment Management
New York
$269M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.67B
2
GE
General Electric
Ohio
$0
3
YAM
Yacktman Asset Management
Texas
$957M
4
BA
BlackRock Advisors
Delaware
$162M
5
HCM
Highfields Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1851
Lenox Wealth Management
Ohio
$15K – – –
HCM
1852
Herndon Capital Management
Georgia
$14K – – –
RWG
1853
Regal Wealth Group
California
$12K – – –
LYV
1854
Live Your Vision
Pennsylvania
$12K +$12K +110 New
SFPM
1855
Sensible Financial Planning & Management
Massachusetts
$11K – – –
HWP
1856
Hefty Wealth Partners
Indiana
$10K – – –
HIM
1857
Hillsdale Investment Management
Ontario, Canada
$8K +$571 +5 +8%
BCFS
1858
Butensky & Cohen Financial Security
Florida
$7K – – –
PFO
1859
Pathstone Family Office
New Jersey
$6K -$4.76K -46 -44%
HS
1860
Horan Securities
United States
$5K +$5K +50 New
BWP
1861
BSW Wealth Partners
Colorado
$4.87K -$43.9K -4,772 -90%
CIM
1862
Contravisory Investment Management
Massachusetts
$4K -$900 -9 -18%
FNB
1863
Farmers National Bank
Kentucky
$3.28K +$173 +1,592 +6%
SGAM
1864
Smith Group Asset Management
Texas
$3K – – –
OSAM
1865
O'Shaughnessy Asset Management
Connecticut
$3K – – –
CP
1866
Corbenic Partners
Pennsylvania
$2K – – –
IF
1867
Ironwood Financial
Arizona
$2K – – –
SBL
1868
Sargent Bickham Lagudis
Colorado
$985 +$71 +656 +8%
LCS
1869
Levin Capital Strategies
New York
$530 -$180 -1,660 -25%
SCP
1870
Syntal Capital Partners
Texas
$303 +$88 +808 +41%
GE
1871
General Electric
Ohio
– -$453M -4,277,715 Closed
HCM
1872
Highfields Capital Management
Massachusetts
– -$132M -1,250,000 Closed
HCM
1873
Highbridge Capital Management
New York
– -$36.9M -348,064 Closed
Voloridge Investment Management
1874
Voloridge Investment Management
Florida
– -$31.6M -298,296 Closed
EA
1875
Euclid Advisors
Connecticut
– -$21.4M -202,401 Closed
73 74
75
76 77