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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 %
BCM
1501
Birmingham Capital Management
Alabama
$452K – – –
LAIC
1502
Lederer & Associates Investment Counsel
California
$452K – – –
TAM
1503
Todd Asset Management
Kentucky
$451K – – –
SFM
1504
Signature Financial Management
Virginia
$450K +$136K +1,440 +43%
UAS
1505
United Asset Strategies
New York
$447K -$11.5K -122 -3%
PCMC
1506
Paragon Capital Management (Colorado)
Colorado
$447K +$16.5K +175 +4%
JFA
1507
JNBA Financial Advisors
Minnesota
$444K -$15.7K -167 -3%
CM
1508
Cornerstone Management
Georgia
$440K +$2.36K +25 +0.5%
DAS
1509
Dynamic Advisor Solutions
Arizona
$436K +$661 +7 +0.2%
BCM
1510
Brookstone Capital Management
Illinois
$433K -$67.5K -716 -13%
FGA
1511
Flood Gamble Associates
New York
$430K +$12.2K +130 +3%
CA
1512
Capital Advantage
California
$429K -$6.14K -65 -1%
MIC
1513
MU Investments Company
Japan
$428K -$9.3K -100 -2%
I
1514
IberiaBank
Louisiana
$428K +$58.2K +617 +16%
BLAM
1515
Bourne Lent Asset Management
New York
$427K – – –
BO
1516
BRR OpCo
Ohio
$425K +$5.1K +54 +1%
SIM
1517
SSI Investment Management
California
$421K – – –
FC
1518
FIC Capital
New York
$420K – – –
HC
1519
Hourglass Capital
Texas
$417K – – –
EWM
1520
Edge Wealth Management
New York
$415K – – –
SWM
1521
Segment Wealth Management
Texas
$411K – – –
CRC
1522
Curi RMB Capital
Illinois
$410K +$15.3K +162 +4%
B
1523
Bailard
California
$408K -$7.27K -77 -2%
VHAM
1524
Van Hulzen Asset Management
California
$404K -$330K -3,499 -45%
CAM
1525
Cubic Asset Management
Massachusetts
$402K – – –
59 60
61
62 63