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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 %
RIM
1351
Regent Investment Management
Kentucky
$842K +$161K +1,712 +24%
UR
1352
USCA RIA
Texas
$841K -$2.26K -24 -0.3%
MC
1353
Mathes Company
New York
$839K +$37.7K +400 +5%
ID
1354
Integral Derivatives
New York
$836K +$836K +8,867 New
Capstone Investment Advisors
1355
Capstone Investment Advisors
New York
$835K +$309K +3,277 +59%
CPA
1356
Capital Planning Advisors
California
$834K +$9.91K +105 +1%
SG
1357
Somerset Group
Minnesota
$829K -$2.83K -30 -0.3%
NAMA
1358
Nikko Asset Management Americas
New York
$828K – – –
BOS
1359
Bank of Stockton
California
$823K -$44.3K -470 -5%
PL
1360
Plancorp LLC
Missouri
$819K +$819K +8,690 New
VCP
1361
Vista Capital Partners
Oregon
$813K – – –
CPA
1362
Court Place Advisors
Maryland
$810K -$13K -138 -2%
GLI
1363
Guardian Life Insurance
New York
$810K +$200K +2,124 +33%
TCM
1364
TD Capital Management
Tennessee
$808K -$262K -2,784 -25%
HTHT
1365
Hemenway Trust Hemenway Trust
New Hampshire
$800K -$51.9K -550 -6%
ECM
1366
EagleClaw Capital Management
Massachusetts
$788K -$99.1K -1,050 -11%
RIA
1367
Regal Investment Advisors
Michigan
$784K +$244K +2,590 +45%
CL
1368
Croft-Leominster
Maryland
$781K +$25.5K +270 +3%
HCM
1369
Harvest Capital Management
New Hampshire
$777K – – –
CMANY
1370
Capital Management Associates (New York)
New York
$776K -$51.9K -550 -6%
WA
1371
WealthTrust Axiom
Pennsylvania
$776K +$9.8K +104 +1%
BA
1372
BKS Advisors
Michigan
$775K -$4.9K -52 -0.6%
VIMU
1373
Veritas Investment Management (UK)
United Kingdom
$773K – – –
DWM
1374
Destination Wealth Management
California
$770K -$301K -3,190 -28%
Dodge & Cox
1375
Dodge & Cox
California
$770K – – –
53 54
55
56 57