PEP icon

PepsiCo
PEP

Overview Fund Activity

1,752 hedge funds and large institutions have $101B invested in PepsiCo in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 726 increasing their positions, 737 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,752
Holders Change
-15
Holders Change %
-0.85%
% of All Funds
48.97%
Holding in Top 10
277
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+37.81%
% of All Funds
7.74%
New
57
Increased
726
Reduced
737
Closed
56
Calls
$729M
Puts
$703M
Net Calls
+$26M
Net Calls Change
+$23.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$454M
2
UBS Group
UBS Group
Switzerland
+$294M
3
WRF
Waddell & Reed Financial
Kansas
+$276M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$183M
5
Ameriprise
Ameriprise
Minnesota
+$174M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$988M
2
YAM
Yacktman Asset Management
Texas
-$429M
3
JHIU
Janus Henderson Investors US
Colorado
-$202M
4
Millennium Management
Millennium Management
New York
-$173M
5
Morgan Stanley
Morgan Stanley
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNF
376
Fidelity National Financial
Florida
$17.6M +$5.66M +60,000 +47%
RCG
377
Ruane, Cunniff & Goldfarb
New York
$17.5M -$182K -1,932 -1%
MCM
378
MAI Capital Management
Ohio
$17.3M +$167K +1,768 +1%
AII
379
AGF Investments Inc
Ontario, Canada
$17.3M +$17.3M +182,682 +60,894%
CAG
380
Crestwood Advisors Group
Massachusetts
$17.2M +$874K +9,265 +5%
MOACM
381
Mutual of America Capital Management
New York
$17.2M +$88.7K +941 +0.5%
PAS
382
Professional Advisory Services
Florida
$17.2M -$195K -2,063 -1%
OC
383
Oppenheimer & Co
New York
$17.2M +$1.87M +19,854 +12%
KLWA
384
Kelly Lawrence W & Associates
California
$17.1M +$1.16M +12,250 +7%
HIMC
385
Heritage Investors Management Corp
Maryland
$17.1M +$15.1K +160 +0.1%
AIA
386
Avalon Investment & Advisory
Texas
$17M +$4.45M +47,241 +36%
SMI
387
Shelter Mutual Insurance
Missouri
$16.8M – – –
CIBC Asset Management
388
CIBC Asset Management
Ontario, Canada
$16.8M +$150K +1,595 +0.9%
LI
389
LMCG Investments
Massachusetts
$16.8M -$262K -2,776 -2%
Creative Planning
390
Creative Planning
Kansas
$16.6M -$200K -2,122 -1%
MCM
391
Maryland Capital Management
Maryland
$16.6M +$269K +2,856 +2%
CSIC
392
Clifford Swan Investment Counsel
California
$16.5M -$213K -2,259 -1%
WPC
393
Waters Parkerson & Co
Louisiana
$16.5M +$394K +4,180 +2%
CAM
394
Capstone Asset Management
Texas
$16.5M +$484K +5,129 +3%
WG
395
Welch Group
Alabama
$16.5M +$400K +4,245 +2%
CIM
396
Corda Investment Management
Texas
$16.4M -$595K -6,313 -3%
SAM
397
Silvercrest Asset Management
New York
$16.3M -$6.27M -66,524 -28%
First Manhattan
398
First Manhattan
New York
$16.2M +$49.4K +524 +0.3%
PFM
399
Parsec Financial Management
North Carolina
$16.2M +$367K +3,891 +2%
MTC
400
McDaniel Terry & Co
Texas
$16.1M +$176K +1,865 +1%
14 15
16
17 18