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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 %
MLL
1551
Moody Lynn & Lieberson
Massachusetts
$360K -$17.5K -185 -5%
BBNB
1552
Baker Boyer National Bank
Washington
$360K -$13.2K -140 -4%
SHJ
1553
Sharkey, Howes & Javer
Colorado
$360K – – –
PCM
1554
Prelude Capital Management
New York
$355K -$54.2K -575 -13%
KFP
1555
Keystone Financial Planning
Ohio
$355K -$1.32K -14 -0.4%
CG
1556
Caprock Group
Idaho
$355K +$28.3K +300 +9%
KS
1557
Karpas Strategies
Connecticut
$354K – – –
WCM
1558
Windsor Capital Management
Arizona
$353K +$1.32K +14 +0.4%
FI
1559
FormulaFolio Investments
Michigan
$350K -$14.1K -149 -4%
WCM
1560
Westend Capital Management
California
$350K – – –
AWM
1561
AllSquare Wealth Management
New York
$347K +$143K +1,513 +70%
NO
1562
Ninety One
South Africa
$344K – – –
BIM
1563
Baldwin Investment Management
Pennsylvania
$342K +$9.43K +100 +3%
AA
1564
Alesco Advisors
New York
$341K – – –
KA
1565
Klingman & Associates
New York
$339K -$23.2K -246 -6%
KSA
1566
Ken Stern & Associates
California
$339K +$54.1K +573 +19%
AWE
1567
Avidian Wealth Enterprises
Texas
$338K – – –
TWM
1568
Torch Wealth Management
Ohio
$336K – – –
LD
1569
Lipe & Dalton
New York
$335K – – –
KA
1570
Kovack Advisors
Florida
$333K -$51.3K -543 -13%
NEPWA
1571
New England Private Wealth Advisors
Massachusetts
$332K -$483K -5,114 -59%
CBB
1572
Citizens Business Bank
California
$331K +$14.5K +154 +5%
JT
1573
Jump Trading
Illinois
$329K +$73.5K +780 +29%
GWS
1574
Glassman Wealth Services
Virginia
$328K +$1.79K +19 +0.5%
TBA
1575
Train Babcock Advisors
New York
$325K -$87.1K -925 -21%
61 62
63
64 65