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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 %
PAS
1576
Partnervest Advisory Services
California
$378K +$6.05K +64 +2%
PCMC
1577
Paragon Capital Management (Colorado)
Colorado
$378K -$54.3K -574 -13%
TIA
1578
Trust Investment Advisors
Indiana
$376K – – –
SCG
1579
Sonata Capital Group
Washington
$374K +$374K +3,960 New
GWA
1580
Genesis Wealth Advisors
Massachusetts
$373K +$373K +3,744 New
WPW
1581
Waldron Private Wealth
Pennsylvania
$368K +$4.07K +43 +1%
AF
1582
Allworth Financial
California
$362K -$9.45K -100 -3%
NES
1583
New England Securities
New York
$361K -$22.6K -239 -6%
B
1584
Bailard
California
$359K +$7.09K +75 +2%
TI
1585
Turner Investments
Pennsylvania
$357K -$682K -7,220 -66%
BIM
1586
Baldwin Investment Management
Pennsylvania
$357K – – –
KS
1587
Karpas Strategies
Connecticut
$355K – – –
BFA
1588
Beaumont Financial Advisors
Massachusetts
$353K -$16.6K -175 -4%
AI
1589
ArchPoint Investors
Florida
$350K – – –
PAM
1590
Premier Asset Management
Illinois
$349K – – –
KA
1591
Klingman & Associates
New York
$349K +$349K +3,695 New
PP
1592
Paloma Partners
Connecticut
$348K -$4.34M -45,921 -93%
AWE
1593
Avidian Wealth Enterprises
Texas
$343K -$307K -3,252 -47%
AC
1594
Alexandria Capital
Virginia
$343K -$30.7K -325 -8%
AA
1595
Alesco Advisors
New York
$342K – – –
DWM
1596
Destination Wealth Management
California
$341K -$19.6K -207 -5%
SIC
1597
Sigma Investment Counselors
Michigan
$337K – – –
GWS
1598
Glassman Wealth Services
Virginia
$337K +$337K +3,566 New
LD
1599
Lipe & Dalton
New York
$336K – – –
NEPWA
1600
New England Private Wealth Advisors
Massachusetts
$333K – – –
62 63
64
65 66