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PepsiCo
PEP

Overview Fund Activity

1,787 hedge funds and large institutions have $98.4B invested in PepsiCo in 2014 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 622 increasing their positions, 774 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,787
Holders Change
+96
Holders Change %
+5.68%
% of All Funds
47.69%
Holding in Top 10
217
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-9.21%
% of All Funds
5.79%
New
171
Increased
622
Reduced
774
Closed
55
Calls
$720M
Puts
$850M
Net Calls
-$130M
Net Calls Change
-$84M

Top Buyers

1
State Street
State Street
Massachusetts
+$262M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$232M
3
Renaissance Technologies
Renaissance Technologies
New York
+$225M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$221M
5
Ameriprise
Ameriprise
Minnesota
+$187M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$437M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$269M
3
Capital World Investors
Capital World Investors
California
-$266M
4
BBHC
Brown Brothers Harriman & Co
New York
-$249M
5
YAM
Yacktman Asset Management
Texas
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
1501
MU Investments Company
Japan
$498K +$9.71K +100 +2%
UAS
1502
United Asset Strategies
New York
$493K +$59.9K +634 +14%
SJIC
1503
St. James Investment Company
Texas
$489K -$62.9K -665 -11%
SG
1504
Swarthmore Group
Pennsylvania
$489K – – –
WC
1505
Whitney & Co
New York
$487K – – –
PCM
1506
Prelude Capital Management
New York
$485K -$112K -1,186 -19%
WIS
1507
Wright Investors Service
Connecticut
$484K -$58.1K -615 -11%
CBT
1508
Central Bank & Trust
Kentucky
$484K +$44.4K +469 +10%
TC
1509
Taylor Cottrill
New Hampshire
$482K +$198K +2,100 +70%
SAM
1510
Strategy Asset Managers
California
$480K +$13.6K +144 +3%
CICI
1511
Capital Investment Counsel Inc
North Carolina
$475K -$26K -275 -5%
JFA
1512
JNBA Financial Advisors
Minnesota
$475K -$17K -180 -3%
SAMC
1513
Shinko Asset Management Company
Japan
$474K -$75.7K -800 -14%
HIC
1514
Holderness Investments Company
North Carolina
$474K +$474K +5,014 New
AIA
1515
Arbor Investment Advisors
North Carolina
$472K – – –
TAM
1516
Todd Asset Management
Kentucky
$471K – – –
HW
1517
Hancock Whitney
Mississippi
$469K – – –
IC
1518
IKOS CIF
Cyprus
$469K +$72.6K +769 +18%
LAIC
1519
Lederer & Associates Investment Counsel
California
$467K +$467K +4,935 New
JWM
1520
Jacobus Wealth Management
Wisconsin
$466K – – –
SIG
1521
Stanford Investment Group
California
$466K +$466K +4,930 New
CL
1522
Choreo LLC
Illinois
$465K -$3.24K -34 -0.7%
AAS
1523
Annex Advisory Services
Wisconsin
$465K +$20.9K +221 +5%
MIC
1524
Meridian Investment Counsel
California
$463K – – –
PHK
1525
Point72 Hong Kong
Hong Kong
$463K +$463K +4,899 New
59 60
61
62 63