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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 %
BKA
1476
Brick & Kyle Associates
Pennsylvania
$499K +$9.05K +96 +2%
TIM
1477
Tortoise Investment Management
New York
$497K -$33K -350 -6%
AF
1478
Allworth Financial
California
$492K +$661 +7 +0.1%
SGCA
1479
Steel Grove Capital Advisors
Tennessee
$492K +$62.5K +663 +15%
CICI
1480
Capital Investment Counsel Inc
North Carolina
$488K +$37.7K +400 +8%
ZF
1481
Zhang Financial
Michigan
$487K +$169K +1,791 +53%
BCM
1482
Becker Capital Management
Oregon
$486K -$14.1K -150 -3%
WC
1483
Whitney & Co
New York
$486K +$9.43K +100 +2%
AAS
1484
Annex Advisory Services
Wisconsin
$482K +$16.5K +175 +4%
MIM
1485
Miller Investment Management
Pennsylvania
$481K – – –
BWP
1486
BSW Wealth Partners
Colorado
$480K +$249K +2,636 +108%
FC
1487
Fayerweather Charles
$476K -$42.4K -450 -8%
HIC
1488
Holderness Investments Company
North Carolina
$476K +$22.6K +240 +5%
AIA
1489
Arbor Investment Advisors
North Carolina
$472K +$283 +3 +0.1%
JWM
1490
Jacobus Wealth Management
Wisconsin
$470K – – –
HW
1491
Hancock Whitney
Mississippi
$467K -$189 -2 -0%
CWM
1492
Cranbrook Wealth Management
Michigan
$467K +$1.6K +17 +0.3%
SIG
1493
Stanford Investment Group
California
$465K – – –
SIC
1494
Sigma Investment Counselors
Michigan
$465K – – –
MIC
1495
Meridian Investment Counsel
California
$462K – – –
CCM
1496
Coldstream Capital Management
Washington
$461K +$151K +1,601 +49%
HDIM
1497
Hanson & Doremus Investment Management
Vermont
$459K -$11.8K -125 -3%
GHAM
1498
Gilman Hill Asset Management
Connecticut
$454K +$19.6K +208 +5%
MIM
1499
Marco Investment Management
Georgia
$453K – – –
SCP
1500
Seizert Capital Partners
Michigan
$453K – – –
58 59
60
61 62