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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 %
SCM
1651
Sterneck Capital Management
Missouri
$208K -$47.3K -502 -19%
RMSCM
1652
R.M. Sincerbeaux Capital Management
New York
$207K – – –
PGA
1653
Portland Global Advisors
Maine
$207K +$207K +2,194 New
CAL
1654
Capital Advisors Ltd
Ohio
$206K -$23.5K -250 -10%
TAM
1655
Trillium Asset Management
Massachusetts
$205K -$4.71K -50 -2%
UF
1656
Univest Financial
Pennsylvania
$205K – – –
AWA
1657
Arete Wealth Advisors
Illinois
$205K +$205K +2,176 New
CHA
1658
Cedar Hill Associates
Illinois
$203K -$49.9K -530 -20%
TIA
1659
Tiemann Investment Advisors
California
$203K – – –
BIA
1660
Biondo Investment Advisors
Pennsylvania
$203K – – –
TFO
1661
Tarbox Family Office
California
$203K +$61.1K +647 +43%
CIC
1662
Cornercap Investment Counsel
Georgia
$201K -$1.41K -15 -0.7%
RI
1663
Redwood Investments
Massachusetts
$194K – – –
CTB
1664
Country Trust Bank
Illinois
$188K -$118K -1,255 -39%
GCM
1665
Grisanti Capital Management
New York
$188K – – –
AA
1666
AlphaMark Advisors
Kentucky
$186K +$8.79K +93 +5%
MCM
1667
MV Capital Management
Maryland
$184K – – –
RAM
1668
Riggs Asset Management
Pennsylvania
$181K +$3.97K +42 +2%
ACS
1669
Archford Capital Strategies
Illinois
$178K +$3.79K +40 +2%
KF
1670
Krilogy Financial
Missouri
$173K +$173K +1,833 New
CFSG
1671
Community Financial Services Group
Vermont
$155K -$21K -221 -12%
CM
1672
Castleark Management
Illinois
$151K – – –
BWA
1673
Burt Wealth Advisors
Maryland
$142K +$470 +5 +0.3%
BAM
1674
Brave Asset Management
New Jersey
$141K – – –
GAM
1675
Gemmer Asset Management
California
$140K – – –
65 66
67
68 69