PEP icon

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 %
Tudor Investment Corp
1876
Tudor Investment Corp
Connecticut
– -$711K -7,542 Closed
PIA
1877
Peachtree Investment Advisors
Georgia
– -$688K -7,301 Closed
CSMF
1878
Charles Stewart Mott Foundation
Michigan
– -$583K -6,178 Closed
B
1879
Bailard
California
– -$408K -4,323 Closed
IAA
1880
Ironsides Asset Advisors
North Carolina
– -$375K -3,974 Closed
CG
1881
Caprock Group
Idaho
– -$355K -3,768 Closed
KFP
1882
Keystone Financial Planning
Ohio
– -$355K -3,760 Closed
WFG
1883
Windsor Financial Group
Minnesota
– -$324K -3,438 Closed
OAC
1884
OMERS Administration Corp
Ontario, Canada
– -$264K -2,800 Closed
WCM Investment Management
1885
WCM Investment Management
California
– -$260K -2,756 Closed
TIA
1886
Tiemann Investment Advisors
California
– -$203K -2,150 Closed
KF
1887
Krilogy Financial
Missouri
– -$173K -1,833 Closed
CFSG
1888
Community Financial Services Group
Vermont
– -$155K -1,635 Closed
VV
1889
Verity & Verity
South Carolina
– -$129K -1,373 Closed
HCP
1890
Holt Capital Partners
Texas
– -$82K -865 Closed
CK
1891
Carnick & Kubik
Colorado
– -$77.8K -825 Closed
LFR
1892
Lehman Financial Resources
Pennsylvania
– -$77K -819 Closed
FNYS
1893
First New York Securities
New York
– -$66.5K -705 Closed
RCG
1894
Ruggie Capital Group
Florida
– -$65K -635 Closed
KCM
1895
Karp Capital Management
California
– -$25K -263 Closed
LYV
1896
Live Your Vision
Pennsylvania
– -$10K -110 Closed
NMIS
1897
Northwestern Mutual Investment Services
Wisconsin
– -$8K -80 Closed
PFO
1898
Pathstone Family Office
New Jersey
– -$7K -76 Closed
72 73 74 75
76