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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 %
AWE
1426
Avidian Wealth Enterprises
Texas
$653K +$306K +3,200 +88%
ACM
1427
Apex Capital Management
Ohio
$650K – – –
WI
1428
Wedgewood Investors
Pennsylvania
$647K -$57.4K -600 -8%
NIM
1429
Nexus Investment Management
Ontario, Canada
$645K – – –
HHGA
1430
Halbert Hargrove Global Advisors
California
$643K +$333K +3,480 +107%
HI
1431
Hudock Inc
Pennsylvania
$633K +$27K +282 +4%
DMC
1432
Drexel Morgan & Co
Pennsylvania
$631K +$76.6K +801 +14%
SHJ
1433
Sharkey, Howes & Javer
Colorado
$627K +$627K +6,553 New
SFI
1434
SPC Financial Inc
Maryland
$624K -$32.6K -341 -5%
MWM
1435
Modera Wealth Management
New Jersey
$623K +$12.8K +134 +2%
BCM
1436
Bluefin Capital Management
New York
$622K -$1.17M -12,209 -65%
GLI
1437
Guardian Life Insurance
New York
$620K -$196K -2,047 -24%
FPCM
1438
Financial Partners Capital Management
New York
$615K +$10.5K +110 +2%
IT
1439
Investors Trust
Texas
$614K – – –
CISOA
1440
Capital Investment Services of America
Wisconsin
$607K – – –
JAM
1441
Jolley Asset Management
North Carolina
$606K -$18.6K -195 -3%
AWP
1442
Ascent Wealth Partners
New York
$606K +$48.3K +505 +9%
BLAM
1443
Bourne Lent Asset Management
New York
$605K +$605K +6,325 New
JIM
1444
Jupiter Investment Management
United Kingdom
$602K +$602K +6,300 New
P
1445
Pitcairn
Pennsylvania
$598K +$11.1K +116 +2%
ABTD
1446
Arvest Bank Trust Division
Oklahoma
$595K – – –
SAM
1447
SignalPoint Asset Management
Missouri
$591K +$573 +6 +0.1%
CK
1448
Carnick & Kubik
Colorado
$588K +$9.56K +100 +2%
AIC
1449
Ayalon Insurance Company
Israel
$588K +$588K +6,150 New
SAM
1450
Strategy Asset Managers
California
$584K +$99.4K +1,040 +21%
56 57
58
59 60