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PepsiCo
PEP

Overview Fund Activity

1,785 hedge funds and large institutions have $98.7B invested in PepsiCo in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 705 increasing their positions, 775 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
47.61%
Holding in Top 10
224
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.23%
% of All Funds
5.97%
New
93
Increased
705
Reduced
775
Closed
73
Calls
$1.7B
Puts
$683M
Net Calls
+$1.02B
Net Calls Change
+$1.15B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$633M
2
Deutsche Bank
Deutsche Bank
Germany
+$410M
3
O
OppenheimerFunds
New York
+$322M
4
Bessemer Group
Bessemer Group
New Jersey
+$197M
5
American Century Companies
American Century Companies
Missouri
+$196M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.64B
2
State Street
State Street
Massachusetts
-$351M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$160M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$144M
5
AAM
Aberdeen Asset Management
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
1326
Optimum Investment Advisors
Illinois
$983K +$182K +1,905 +23%
MMM
1327
Mendel Money Management
Illinois
$981K +$3.82K +40 +0.4%
GIS
1328
Guardian Investor Services
New York
$979K -$11.3K -118 -1%
ARMT
1329
Amica Retiree Medical Trust
Rhode Island
$979K – – –
NFC
1330
Northeast Financial Consultants
Connecticut
$978K – – –
AAM
1331
Aston Asset Management
Illinois
$970K – – –
TCM
1332
Tradition Capital Management
New Jersey
$966K -$20.8K -217 -2%
SSWM
1333
Sheets Smith Wealth Management
North Carolina
$960K -$47.7K -499 -5%
WS
1334
Wedbush Securities
California
$959K -$779K -8,145 -45%
GCIA
1335
Gabelli & Co Investment Advisers
New York
$956K – – –
UM
1336
Ulysses Management
New York
$956K – – –
AIM
1337
Allen Investment Management
New York
$954K – – –
ST
1338
Somerset Trust
Pennsylvania
$952K -$2.32M -24,284 -71%
CCM
1339
Chickasaw Capital Management
Tennessee
$950K +$47.8K +500 +5%
EWM
1340
Evermay Wealth Management
Virginia
$949K +$153K +1,600 +19%
SMM
1341
Stadion Money Management
Georgia
$947K +$318K +3,325 +51%
UFF
1342
USA Financial Formulas
Michigan
$946K -$1.8M -18,778 -65%
BP
1343
Ballentine Partners
Massachusetts
$943K +$22.1K +231 +2%
IH
1344
IFC Holdings
Florida
$943K +$52.7K +548 +6%
SMC
1345
Smith, Moore & Co
Missouri
$940K +$5.16K +54 +0.6%
BP
1346
BBR Partners
New York
$940K +$14.6K +153 +2%
IAS
1347
IMA Advisory Services
Colorado
$939K -$61.7K -645 -6%
AWA
1348
AmeriServ Wealth Advisors
Pennsylvania
$937K -$1.63K -17 -0.2%
PC
1349
Palo Capital
California
$933K -$209K -2,190 -18%
SFT
1350
Simmons First Trust
Arkansas
$931K +$191 +2 +0%
52 53
54
55 56