PEP icon

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 %
NCM
1601
Nelson Capital Management
California
$327K +$133K +1,410 +69%
ZF
1602
Zhang Financial
Michigan
$325K – – –
ECAM
1603
East Coast Asset Management
Massachusetts
$323K -$8.51K -90 -3%
VC
1604
Vicus Capital
Pennsylvania
$323K – – –
EA
1605
Emerald Advisers
Pennsylvania
$320K -$19.9K -211 -6%
CTB
1606
Country Trust Bank
Illinois
$319K -$1.04K -11 -0.3%
SFM
1607
Signature Financial Management
Virginia
$317K – – –
SRSA
1608
S.R. Schill & Associates
Washington
$317K +$317K +3,350 New
CRC
1609
Curi RMB Capital
Illinois
$315K -$11.2K -118 -3%
AW
1610
Alpha Windward
Massachusetts
$313K +$3.59K +38 +1%
MAM
1611
Mastrapasqua Asset Management
Tennessee
$312K +$312K +3,300 New
CIP
1612
Convergence Investment Partners
Florida
$308K – – –
HHGA
1613
Halbert Hargrove Global Advisors
California
$307K -$4.73K -50 -2%
TCM
1614
Tanaka Capital Management
New York
$305K – – –
NYLT
1615
New York Life Trust
New York
$304K -$662 -7 -0.2%
CS
1616
Cannell & Spears
New York
$304K – – –
MSR
1617
Main Street Research
Connecticut
$304K +$26.8K +284 +10%
CCM
1618
CrestPoint Capital Management
Missouri
$303K – – –
LK
1619
Lumbard & Kellner
New Hampshire
$303K – – –
IWA
1620
Inspirion Wealth Advisors
Illinois
$303K +$303K +3,204 New
AAM
1621
Aureus Asset Management
Massachusetts
$302K -$17.6K -186 -6%
CPIG
1622
Chicago Partners Investment Group
Illinois
$301K +$301K +3,178 New
IC
1623
Intersect Capital
California
$298K +$298K +3,149 New
CP
1624
Camelot Portfolios
Ohio
$292K -$24.3K -257 -8%
CFSG
1625
Community Financial Services Group
Vermont
$290K +$9.45K +100 +3%
63 64
65
66 67