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PepsiCo
PEP

Overview Fund Activity

1,927 hedge funds and large institutions have $106B invested in PepsiCo in 2016 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 816 reducing their positions, and 77 closing their positions.

Holders
1,927
Holders Change
+59
Holders Change %
+3.16%
% of All Funds
48.25%
Holding in Top 10
212
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-22.91%
% of All Funds
5.31%
New
167
Increased
738
Reduced
816
Closed
77
Calls
$877M
Puts
$1.02B
Net Calls
-$141M
Net Calls Change
-$235M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$573M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$355M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.1B
4
Asset Management One
4
Asset Management One
Japan
$267M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$253M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$868M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.94B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Bank of America
4
Bank of America
North Carolina
$2.63B
5
MTB
5
Mizuho Trust & Banking
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MUS
1901
Mitsubishi UFJ Securities
Japan
$24K 230 +230 New
LWM
1902
Lenox Wealth Management
Ohio
$22K 211 +75 +55%
CCS
1903
Crosspoint Capital Strategies
California
$21K 200 – –
BRC
1904
Bell Rock Capital
Delaware
$21K 200 +200 New
LBG
1905
Lloyds Banking Group
United Kingdom
$19K 187 – –
CFS
1906
Commonwealth Financial Services
West Virginia
$18K 173 – –
JIR
1907
James Investment Research
Ohio
$17K 162 – –
FI
1908
FCM Investments
Texas
$16K 150 – –
HCC
1909
Hirtle Callaghan & Co
Pennsylvania
$14K 138 -86 -38%
NC
1910
NewSquare Capital
Pennsylvania
$13K 127 -1,495 -92%
LYV
1911
Live Your Vision
Pennsylvania
$12K 110 – –
RWG
1912
Regal Wealth Group
California
$12K 113 – –
LS
1913
Livforsakringsbolaget Skandia
Sweden
$10K 95,604 +90,514 +1,778%
GWA
1914
Guidant Wealth Advisors
Illinois
$10K 100 -66 -40%
HWP
1915
Hefty Wealth Partners
Indiana
$10K 96 – –
BCFS
1916
Butensky & Cohen Financial Security
Florida
$7K 63 – –
HIM
1917
Hillsdale Investment Management
Ontario, Canada
$6K 60 -10 -14%
LWMT
1918
Legacy Wealth Management (Tennessee)
Tennessee
$5.02K 48 +48 New
AWMS
1919
Advocacy Wealth Management Services
Georgia
$4K 43 -200 -82%
OSAM
1920
O'Shaughnessy Asset Management
Connecticut
$3K 30 – –
IF
1921
Ironwood Financial
Arizona
$2K 15 – –
CP
1922
Corbenic Partners
Pennsylvania
$2K 21 – –
PCFFS
1923
Pacific Center for Financial Services
California
$2K 17 +17 New
TP
1924
Truvvo Partners
New York
$1.2K 11,400 – –
CIM
1925
Contravisory Investment Management
Massachusetts
$1K 11 -29 -73%
75 76
77
78 79