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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 %
TA
1551
TBP Advisors
New York
$402K – – –
DWM
1552
Destination Wealth Management
California
$401K +$55.5K +580 +16%
PWMAG
1553
Pinnacle Wealth Management Advisory Group
New Jersey
$400K +$13.1K +137 +3%
SCG
1554
Sonata Capital Group
Washington
$398K +$19.1K +200 +5%
PAS
1555
Partnervest Advisory Services
California
$397K +$14K +146 +4%
RCA
1556
Rex Capital Advisors
Rhode Island
$395K – – –
DDC
1557
DF Dent & Co
Maryland
$395K +$6.31K +66 +2%
WPW
1558
Waldron Private Wealth
Pennsylvania
$395K +$22.8K +238 +6%
KA
1559
Kovack Advisors
Florida
$393K -$20.5K -215 -5%
RCWMU
1560
Rothschild & Co Wealth Management (UK)
United Kingdom
$392K – – –
FVCM
1561
F&V Capital Management
Florida
$391K – – –
AI
1562
Accredited Investors
Minnesota
$388K -$3.74K -39 -1%
SFM
1563
Signet Financial Management
New Jersey
$388K +$388K +4,062 New
ALA
1564
Atherton Lane Advisers
California
$383K -$1.63K -17 -0.4%
WCM Investment Management
1565
WCM Investment Management
California
$382K -$29.7K -310 -7%
SRC
1566
Stone Run Capital
New York
$382K – – –
TIA
1567
Trust Investment Advisors
Indiana
$381K – – –
BBNB
1568
Baker Boyer National Bank
Washington
$379K -$19.1K -200 -5%
BCM
1569
Beck Capital Management
Texas
$377K -$38.3K -400 -9%
PAM
1570
Premier Asset Management
Illinois
$372K +$19.1K +200 +5%
I
1571
IberiaBank
Louisiana
$372K +$104K +1,091 +39%
WCM
1572
Wealthcare Capital Management
Virginia
$371K +$274K +2,869 +283%
CCM
1573
Carlson Capital Management
Minnesota
$369K +$117K +1,230 +47%
WCM
1574
Windsor Capital Management
Arizona
$366K -$43.9K -459 -11%
BIM
1575
Baldwin Investment Management
Pennsylvania
$366K +$4.78K +50 +1%
61 62
63
64 65