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PepsiCo
PEP

Overview Fund Activity

1,767 hedge funds and large institutions have $95B invested in PepsiCo in 2015 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 660 increasing their positions, 793 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
Holders Change
-18
Holders Change %
-1.01%
% of All Funds
47.65%
Holding in Top 10
201
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.27%
% of All Funds
5.42%
New
70
Increased
660
Reduced
793
Closed
72
Calls
$767M
Puts
$765M
Net Calls
+$2.54M
Net Calls Change
-$1.02B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$705M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$198M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$145M
5
Millennium Management
Millennium Management
New York
+$139M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$569M
2
State Street
State Street
Massachusetts
-$410M
3
YAM
Yacktman Asset Management
Texas
-$293M
4
BPC
Banque Pictet & Cie
Switzerland
-$159M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
1551
FormulaFolio Investments
Michigan
$360K +$360K +3,857 New
BCM
1552
Beck Capital Management
Texas
$359K -$9.35K -100 -3%
KA
1553
Klingman & Associates
New York
$359K +$4.3K +46 +1%
PP
1554
Pegasus Partners
Wisconsin
$359K +$359K +3,850 New
KIM
1555
Karpus Investment Management
New York
$352K – – –
KFP
1556
Keystone Financial Planning
Ohio
$352K +$352K +3,774 New
KS
1557
Karpas Strategies
Connecticut
$350K – – –
WCM
1558
Windsor Capital Management
Arizona
$349K -$8.03K -86 -2%
RA
1559
RFG Advisory
Alabama
$343K +$343K +3,670 New
NO
1560
Ninety One
South Africa
$341K +$341K +3,648 New
BL
1561
Balentine LLC
Georgia
$339K – – –
AA
1562
Alesco Advisors
New York
$338K – – –
AWE
1563
Avidian Wealth Enterprises
Texas
$334K -$303K -3,248 -48%
TWM
1564
Torch Wealth Management
Ohio
$333K – – –
WCM
1565
Westend Capital Management
California
$332K +$72.7K +770 +28%
LD
1566
Lipe & Dalton
New York
$331K – – –
BIM
1567
Baldwin Investment Management
Pennsylvania
$329K -$28K -300 -8%
TCM
1568
Traynor Capital Management
Pennsylvania
$329K +$329K +3,535 New
FCFC
1569
First Commonwealth Financial Corp
Pennsylvania
$327K -$14K -150 -4%
WIS
1570
Wright Investors Service
Connecticut
$326K -$4.02K -43 -1%
WA
1571
Wealth Architects
California
$326K +$101K +1,083 +45%
CG
1572
Caprock Group
Idaho
$324K +$83.3K +892 +35%
GWS
1573
Glassman Wealth Services
Virginia
$323K +$840 +9 +0.3%
PWMAG
1574
Pinnacle Wealth Management Advisory Group
New Jersey
$322K -$68K -729 -17%
AI
1575
ArchPoint Investors
Florida
$322K -$23.3K -250 -7%
61 62
63
64 65