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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 %
Capstone Investment Advisors
1476
Capstone Investment Advisors
New York
$533K +$251K +2,624 +89%
ECAM
1477
East Coast Asset Management
Massachusetts
$531K +$204K +2,135 +62%
OA
1478
Oxbow Advisors
Texas
$530K -$12K -125 -2%
SCM
1479
SOL Capital Management
Maryland
$530K – – –
PSC
1480
Prentiss Smith & Co
Vermont
$525K – – –
BC
1481
Brinker Capital
Pennsylvania
$522K -$28.6K -299 -5%
RC
1482
Reik & Co
New York
$520K +$9.57K +100 +2%
FIM
1483
Freedom Investment Management
Connecticut
$519K -$30.3K -317 -6%
NFG
1484
Nadler Financial Group
Illinois
$518K +$1.53K +16 +0.3%
DCM
1485
Donaldson Capital Management
Indiana
$516K -$9.37K -98 -2%
SCM
1486
Stellar Capital Management
Arizona
$514K +$514K +5,378 New
RIA
1487
Regal Investment Advisors
Michigan
$513K +$223K +2,336 +77%
PRCM
1488
Pine River Capital Management
Minnesota
$506K +$253K +2,647 +100%
AF
1489
Allworth Financial
California
$503K +$137K +1,435 +37%
CWM
1490
Concert Wealth Management
California
$500K +$47.5K +1,825 +11%
MFBTD
1491
MB Financial Bank - Trust Department
Illinois
$495K -$286K -2,995 -37%
SG
1492
Swarthmore Group
Pennsylvania
$495K – – –
PCM
1493
Prelude Capital Management
New York
$491K +$956 +10 +0.2%
MIM
1494
Miller Investment Management
Pennsylvania
$488K -$124K -1,300 -20%
SS
1495
Sunbelt Securities
Texas
$487K -$52.6K -550 -10%
CL
1496
Choreo LLC
Illinois
$487K +$20.7K +216 +4%
BAM
1497
Berkshire Asset Management
Pennsylvania
$487K +$30.8K +322 +7%
BKA
1498
Brick & Kyle Associates
Pennsylvania
$485K +$38.2K +400 +9%
UBWV
1499
United Bank (West Virginia)
West Virginia
$483K -$166K -1,740 -26%
WC
1500
Whitney & Co
New York
$483K -$9.56K -100 -2%
58 59
60
61 62