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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 %
WFG
1576
Windsor Financial Group
Minnesota
$324K +$27.5K +292 +9%
TCM
1577
Traynor Capital Management
Pennsylvania
$323K -$9.79K -104 -3%
AFG
1578
Albion Financial Group
Utah
$316K -$147K -1,563 -32%
ALA
1579
Atherton Lane Advisers
California
$313K – – –
WA
1580
Wealth Architects
California
$311K -$18.7K -198 -6%
MAM
1581
Mastrapasqua Asset Management
Tennessee
$311K – – –
HCM
1582
Hengehold Capital Management
Ohio
$311K +$311K +3,300 New
ST
1583
Spot Trading
Illinois
$307K -$613K -6,505 -67%
PCM
1584
Palisade Capital Management
New Jersey
$306K +$60.4K +640 +25%
TCM
1585
Tanaka Capital Management
New York
$304K – – –
CIP
1586
Convergence Investment Partners
Florida
$304K +$1.13K +12 +0.4%
FWP
1587
FAS Wealth Partners
Kansas
$304K +$51.9K +550 +21%
LK
1588
Lumbard & Kellner
New Hampshire
$302K – – –
AW
1589
Alpha Windward
Massachusetts
$300K -$6.13K -65 -2%
HCC
1590
Hirtle Callaghan & Co
Pennsylvania
$299K – – –
SRCM
1591
Swift Run Capital Management
Virginia
$297K – – –
SCA
1592
STALEY CAPITAL ADVISERS
Pennsylvania
$296K – – –
11A
1593
10-15 Associates
New York
$295K +$14.4K +153 +5%
PFM
1594
PacWest Financial Management
Arizona
$293K -$1.73M -18,313 -86%
CPIG
1595
Chicago Partners Investment Group
Illinois
$292K – – –
CCM
1596
CrestPoint Capital Management
Missouri
$292K – – –
Koshinski Asset Management
1597
Koshinski Asset Management
Illinois
$290K +$1.21K +13 +0.4%
BCP
1598
Blue Chip Partners
Michigan
$286K +$115K +1,225 +68%
NYLT
1599
New York Life Trust
New York
$285K -$3.68K -39 -1%
TC
1600
Taylor Cottrill
New Hampshire
$283K – – –
62 63
64
65 66