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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 %
USGIU
1651
U.S. Global Investors (USGI)
Texas
$249K – – –
HIM
1652
Hillsdale Investment Management
Ontario, Canada
$249K – – –
PG
1653
Portola Group
California
$249K – – –
PCM
1654
Palisade Capital Management
New Jersey
$249K +$249K +2,600 New
RP
1655
Reinhart Partners
Wisconsin
$248K +$248K +2,591 New
CG
1656
Caprock Group
Idaho
$246K – – –
SIP
1657
Stoneridge Investment Partners
Pennsylvania
$246K +$246K +2,568 New
FWP
1658
FAS Wealth Partners
Kansas
$246K +$246K +2,572 New
UF
1659
Univest Financial
Pennsylvania
$244K – – –
RP
1660
Rowlandmiller & Partners
Georgia
$244K – – –
BIA
1661
Biondo Investment Advisors
Pennsylvania
$244K – – –
AIM
1662
Advantage Investment Management
Iowa
$244K +$2.87K +30 +1%
EBSAM
1663
Eubel Brady & Suttman Asset Management
Ohio
$243K +$478 +5 +0.2%
DBT
1664
Dubuque Bank & Trust
Iowa
$243K +$6.31K +66 +3%
KL
1665
KWMG LLC
Kansas
$241K – – –
PAG
1666
Pinnacle Advisory Group
Maryland
$237K -$7.35K -77 -3%
CCM
1667
Check Capital Management
California
$235K -$15.2K -159 -6%
VWM
1668
Vector Wealth Management
Minnesota
$235K +$4.97K +52 +2%
BWP
1669
BSW Wealth Partners
Colorado
$234K – – –
WA
1670
Wealth Architects
California
$231K -$11.2K -117 -5%
RMC
1671
Regis Management Company
California
$229K – – –
AWA
1672
ARS Wealth Advisors
Florida
$227K +$8.41K +88 +4%
EWA
1673
Exencial Wealth Advisors
Oklahoma
$226K +$193 +2 +0.1%
AIM
1674
Artemis Investment Management
United Kingdom
$223K -$2.42M -25,352 -92%
CG
1675
Corundum Group
Colorado
$222K – – –
65 66
67
68 69