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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 %
LWM
1876
Lenox Wealth Management
Ohio
$14K – – –
HCM
1877
Herndon Capital Management
Georgia
$14K +$14K +133 New
RWG
1878
Regal Wealth Group
California
$12K – – –
AT
1879
Arden Trust
Delaware
$11.9K +$149 +1,405 +1%
PFO
1880
Pathstone Family Office
New Jersey
$11K – – –
SFPM
1881
Sensible Financial Planning & Management
Massachusetts
$11K – – –
IR
1882
Invictus RG
Bermuda
$11K +$6.56K +62 +148%
FNYS
1883
First New York Securities
New York
$10.6K -$222K -2,100 -95%
HWP
1884
Hefty Wealth Partners
Indiana
$10K – – –
BCFS
1885
Butensky & Cohen Financial Security
Florida
$7K – – –
HIM
1886
Hillsdale Investment Management
Ontario, Canada
$7K +$1.08K +10 +18%
BLA
1887
Balter Liquid Alternatives
Massachusetts
$7K +$1.21K +1,250 +21%
CIM
1888
Contravisory Investment Management
Massachusetts
$5K – – –
MDCM
1889
Morgan Dempsey Capital Management
Wisconsin
$4K +$4K +35 New
SGAM
1890
Smith Group Asset Management
Texas
$3K -$4.61K -43 -61%
OSAM
1891
O'Shaughnessy Asset Management
Connecticut
$3K – – –
CP
1892
Corbenic Partners
Pennsylvania
$2K – – –
LWA
1893
Lowe Wealth Advisors
Maryland
$2K – – –
IF
1894
Ironwood Financial
Arizona
$2K – – –
PRCM
1895
Pine River Capital Management
Minnesota
$1.15K – – –
AWE
1896
Avidian Wealth Enterprises
Texas
$383 -$13 -119 -3%
FHC
1897
First Heartland Consultants
Missouri
$373 +$146 +1,375 +64%
Parnassus Investments
1898
Parnassus Investments
California
– -$323M -3,149,083 Closed
DFO
1899
Duquesne Family Office
New York
– -$36.2M -353,300 Closed
ZDA
1900
Zweig-DiMenna Associates
New York
– -$11M -107,249 Closed
74 75
76
77 78