PEP icon

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 %
CA
1601
Cornerstone Advisors
North Carolina
$283K +$283K +3,000 New
SFS
1602
Summit Financial Strategies
Ohio
$282K – – –
LC
1603
Lourd Capital
California
$282K +$27.6K +292 +11%
GC
1604
Garde Capital
Washington
$280K – – –
NL
1605
NWAM LLC
Washington
$280K – – –
FNBOH
1606
First National Bank of Hutchinson
Kansas
$277K -$9.44K -100 -3%
SMG
1607
Spectrum Management Group
Indiana
$277K +$172K +1,825 +164%
HIM
1608
Hillsdale Investment Management
Ontario, Canada
$273K -$47.1K -500 -15%
WCA
1609
Westover Capital Advisors
Delaware
$273K -$9.44K -100 -3%
HS
1610
Huntington Steele
Pennsylvania
$272K – – –
PAS
1611
Partnervest Advisory Services
California
$269K -$133K -1,408 -33%
SAM
1612
Security Asset Management
New York
$268K – – –
SIA
1613
Starfire Investment Advisers
Michigan
$266K – – –
MA
1614
MCF Advisors
Kentucky
$266K +$23.5K +250 +10%
SGA
1615
Strategic Global Advisors
California
$264K -$228K -2,417 -46%
FTI
1616
Fiduciary Trust International
Massachusetts
$264K -$132K -1,400 -33%
CP
1617
Camelot Portfolios
Ohio
$264K -$24.7K -261 -9%
OAC
1618
OMERS Administration Corp
Ontario, Canada
$264K +$264K +2,800 New
ED
1619
Exane Derivatives
France
$263K -$226K -2,398 -46%
WCM Investment Management
1620
WCM Investment Management
California
$260K -$113K -1,200 -30%
LCOV
1621
London Company of Virginia
Virginia
$260K +$4.72K +50 +2%
IC
1622
Intersect Capital
California
$255K -$52.5K -557 -17%
JAFL
1623
Jay A. Fishman Ltd
Michigan
$253K – – –
AAM
1624
Aureus Asset Management
Massachusetts
$252K -$6.22K -66 -2%
AT
1625
Argent Trust
Texas
$250K +$42.4K +449 +20%
63 64
65
66 67