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PepsiCo
PEP

Overview Fund Activity

1,785 hedge funds and large institutions have $98.7B invested in PepsiCo in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 705 increasing their positions, 775 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
47.61%
Holding in Top 10
224
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.23%
% of All Funds
5.97%
New
93
Increased
705
Reduced
775
Closed
73
Calls
$1.7B
Puts
$683M
Net Calls
+$1.02B
Net Calls Change
+$1.15B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.36B
2
Deutsche Bank
Deutsche Bank
Germany
$1.1B
3
O
OppenheimerFunds
New York
$513M
4
Bessemer Group
Bessemer Group
New Jersey
$209M
5
American Century Companies
American Century Companies
Missouri
$824M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.71B
2
State Street
State Street
Massachusetts
$5.94B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$469M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$98.6M
5
AAM
Aberdeen Asset Management
United Kingdom
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
1601
Zhang Financial
Michigan
$319K -$9.57K -100 -3%
GWA
1602
Genesis Wealth Advisors
Massachusetts
$318K -$38K -400 -11%
AW
1603
Alpha Windward
Massachusetts
$313K -$3.44K -36 -1%
CTB
1604
Country Trust Bank
Illinois
$311K -$12K -125 -4%
CIP
1605
Convergence Investment Partners
Florida
$311K -$382 -4 -0.1%
IC
1606
Intersect Capital
California
$310K +$10.6K +112 +4%
TC
1607
Taylor Cottrill
New Hampshire
$308K -$180K -1,882 -37%
TCM
1608
Tanaka Capital Management
New York
$308K – – –
CCM
1609
CrestPoint Capital Management
Missouri
$306K – – –
LK
1610
Lumbard & Kellner
New Hampshire
$306K – – –
NYLT
1611
New York Life Trust
New York
$305K -$2.29K -24 -0.7%
SFS
1612
Summit Financial Strategies
Ohio
$305K +$22.7K +237 +8%
WCA
1613
Westover Capital Advisors
Delaware
$304K +$77.4K +810 +34%
SRCM
1614
Swift Run Capital Management
Virginia
$301K +$301K +3,150 New
AAM
1615
Aureus Asset Management
Massachusetts
$300K -$4.68K -49 -2%
SCA
1616
STALEY CAPITAL ADVISERS
Pennsylvania
$300K +$49.8K +520 +20%
Rafferty Asset Management
1617
Rafferty Asset Management
New York
$299K +$299K +3,130 New
SCA
1618
Strategic Capital Alternatives
United States
$297K +$297K +3,103 New
CPIG
1619
Chicago Partners Investment Group
Illinois
$296K -$4.06K -43 -1%
JPTCCM
1620
J.P. Turner & Co Capital Management
Georgia
$295K +$77.9K +819 +36%
WFG
1621
Windsor Financial Group
Minnesota
$295K +$295K +3,084 New
ID
1622
Integral Derivatives
New York
$293K -$352K -3,683 -55%
DFIM
1623
Detwiler Fenton Investment Management
Massachusetts
$291K +$291K +3,043 New
FNBOH
1624
First National Bank of Hutchinson
Kansas
$290K – – –
KSA
1625
Ken Stern & Associates
California
$290K +$66.5K +695 +30%
63 64
65
66 67