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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 %
PIA
1401
Peachtree Investment Advisors
Georgia
$688K – – –
SC
1402
Stralem & Co
New York
$688K – – –
SLA
1403
Silver Lake Advisory
Utah
$684K +$2.36K +25 +0.3%
HBWM
1404
Hollow Brook Wealth Management
New York
$682K – – –
FHC
1405
First Houston Capital
Texas
$679K -$519K -5,500 -43%
RAM
1406
Redmond Asset Management
Virginia
$676K – – –
RPA
1407
Rock Point Advisors
Vermont
$672K – – –
DT
1408
Diversified Trust
Tennessee
$672K +$11.8K +125 +2%
ABTD
1409
Arvest Bank Trust Division
Oklahoma
$670K +$36.6K +388 +6%
PCM
1410
Perritt Capital Management
Illinois
$667K -$4.71K -50 -0.7%
CCC
1411
Chelsea Counsel Company
California
$666K – – –
BAM
1412
Berkshire Asset Management
Pennsylvania
$666K +$220K +2,336 +49%
CFA
1413
CT Financial Advisors
Pennsylvania
$663K – – –
PAWC
1414
P.A.W. Capital
Connecticut
$660K – – –
NIM
1415
Nexus Investment Management
Ontario, Canada
$655K +$18.8K +200 +3%
HI
1416
Hudock Inc
Pennsylvania
$653K +$29.1K +309 +5%
NAM
1417
Nichols Asset Management
Massachusetts
$647K +$82.9K +880 +15%
VanEck Associates
1418
VanEck Associates
New York
$646K +$95K +1,007 +17%
OCM
1419
One Capital Management
California
$643K -$4.71K -50 -0.7%
ACM
1420
Apex Capital Management
Ohio
$643K +$1.98K +21 +0.3%
SJIC
1421
St. James Investment Company
Texas
$643K +$121K +1,285 +23%
DCM
1422
Donaldson Capital Management
Indiana
$639K +$132K +1,398 +26%
WI
1423
Wedgewood Investors
Pennsylvania
$638K – – –
CL
1424
Choreo LLC
Illinois
$633K +$141K +1,499 +29%
NERM
1425
New England Research & Management
Illinois
$632K -$28.3K -300 -4%
55 56
57
58 59