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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 %
BPB
526
Badgley, Phelps & Bell
Washington
$10.1M -$12.9K -137 -0.1%
GLRA
527
Gerald L. Ray & Associates
Texas
$10M -$61.3K -650 -0.6%
AF
528
Ally Financial
Michigan
$9.9M -$10.4M -110,000 -51%
BWP
529
Baldwin Wealth Partners
Massachusetts
$9.88M +$137K +1,458 +1%
ZDA
530
Zweig-DiMenna Associates
New York
$9.88M -$4.33M -45,910 -30%
MHIC
531
Marble Harbor Investment Counsel
Massachusetts
$9.84M -$71K -753 -0.7%
BCM
532
BTR Capital Management
California
$9.82M +$1.9M +20,108 +24%
AT
533
Arden Trust
Delaware
$9.82M +$4.15M +43,982 +73%
Cambridge Investment Research Advisors
534
Cambridge Investment Research Advisors
Iowa
$9.8M +$51.1K +542 +0.5%
IC
535
InterOcean Capital
Illinois
$9.74M +$1.79K +19 +0%
WCP
536
Welch Capital Partners
New York
$9.73M – – –
PL
537
Parthenon LLC
Kentucky
$9.7M -$12.9K -137 -0.1%
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$9.69M +$1.32M +14,033 +16%
BFA
539
Beaumont Financial Advisors
Massachusetts
$9.67M – – –
LBC
540
Lowe Brockenbrough & Co
Virginia
$9.65M -$91.9K -975 -0.9%
EA
541
Euclid Advisors
Connecticut
$9.62M -$3.99M -42,290 -29%
HSA
542
Hussman Strategic Advisors
Maryland
$9.58M – – –
PR
543
Payden & Rygel
California
$9.56M +$2.41M +25,600 +34%
KRS
544
Kentucky Retirement Systems
Kentucky
$9.51M +$113K +1,202 +1%
VFAM
545
Valley Forge Asset Management
Pennsylvania
$9.5M -$992K -10,524 -9%
MCC
546
Mid Continent Capital
Illinois
$9.49M +$148K +1,573 +2%
SI
547
Stephens Inc
Arkansas
$9.45M +$165K +1,753 +2%
FCMC
548
Founders Capital Management (Connecticut)
Connecticut
$9.44M -$44.1K -469 -0.5%
MCM
549
Moore Capital Management
New York
$9.43M – – –
CIP
550
Chartwell Investment Partners
Pennsylvania
$9.4M +$754K +8,000 +9%
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