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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
$6.22B
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.8B
3
Renaissance Technologies
Renaissance Technologies
New York
$232M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$240M
5
Ameriprise
Ameriprise
Minnesota
$717M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.72B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
3
Capital World Investors
Capital World Investors
California
$4.3B
4
BBHC
Brown Brothers Harriman & Co
New York
$24.5M
5
YAM
Yacktman Asset Management
Texas
$2.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
1676
The Family Firm
Maryland
$225K +$225K +2,383 New
WCA
1677
Westover Capital Advisors
Delaware
$224K -$65.6K -695 -23%
MWP
1678
Moller Wealth Partners
$222K +$222K +2,344 New
KSA
1679
Ken Stern & Associates
California
$221K +$221K +2,335 New
GI
1680
Gradient Investments
Minnesota
$220K +$56.4K +597 +34%
CG
1681
Corundum Group
Colorado
$219K -$3.49K -37 -2%
AWA
1682
ARS Wealth Advisors
Florida
$216K -$41.5K -439 -16%
JPTCCM
1683
J.P. Turner & Co Capital Management
Georgia
$216K +$216K +2,282 New
KIM
1684
Karpus Investment Management
New York
$215K +$6.63K +70 +3%
DAS
1685
Dynamic Advisor Solutions
Arizona
$214K -$662 -7 -0.3%
PGA
1686
Portland Global Advisors
Maine
$214K – – –
F
1687
FolioMetrix
Nebraska
$214K +$214K +2,464 New
SFG
1688
SNS Financial Group
Minnesota
$213K +$213K +2,250 New
LCOV
1689
London Company of Virginia
Virginia
$212K – – –
VFA
1690
Virtus Fund Advisers
Connecticut
$212K – – –
DPI
1691
Diversified Portfolios Inc
Michigan
$212K +$212K +2,237 New
TCM
1692
Tradewinds Capital Management
Washington
$211K +$5.96K +63 +3%
RU
1693
RobecoSam USA
New York
$208K -$56.7K -600 -21%
CAL
1694
Capital Advisors Ltd
Ohio
$207K – – –
FHC
1695
First Heartland Consultants
Missouri
$205K – – –
TIA
1696
Tiemann Investment Advisors
California
$203K – – –
AF
1697
Affiance Financial
Minnesota
$202K +$202K +2,133 New
CIC
1698
Cornercap Investment Counsel
Georgia
$202K +$202K +2,140 New
HW
1699
Hedeker Wealth
Illinois
$201K +$201K +2,129 New
HCM
1700
Harvey Capital Management
Florida
$201K +$201K +2,130 New
66 67
68
69 70