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PepsiCo
PEP

Overview Fund Activity

1,767 hedge funds and large institutions have $95B invested in PepsiCo in 2015 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 660 increasing their positions, 793 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
Holders Change
-18
Holders Change %
-1.01%
% of All Funds
47.65%
Holding in Top 10
201
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.27%
% of All Funds
5.42%
New
70
Increased
660
Reduced
793
Closed
72
Calls
$767M
Puts
$765M
Net Calls
+$2.54M
Net Calls Change
-$1.02B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$705M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$198M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$145M
5
Millennium Management
Millennium Management
New York
+$139M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$569M
2
State Street
State Street
Massachusetts
-$410M
3
YAM
Yacktman Asset Management
Texas
-$293M
4
BPC
Banque Pictet & Cie
Switzerland
-$159M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
1676
Archford Capital Strategies
Illinois
$171K – – –
PSI
1677
Pinnacle Summer Investments
Virginia
$169K -$2.25M -24,149 -93%
BCP
1678
Blue Chip Partners
Michigan
$169K +$9.33K +100 +6%
KPCM
1679
Kings Point Capital Management
New York
$160K +$32.7K +350 +26%
RCWMU
1680
Rothschild & Co Wealth Management (UK)
United Kingdom
$159K -$224K -2,400 -59%
NCM
1681
Nelson Capital Management
California
$153K -$45.1K -485 -23%
CM
1682
Castleark Management
Illinois
$149K – – –
CF
1683
CenterStar Fund
Illinois
$146K – – –
BWA
1684
Burt Wealth Advisors
Maryland
$141K +$375 +4 +0.3%
TFO
1685
Tarbox Family Office
California
$140K -$5.31K -57 -4%
BAM
1686
Brave Asset Management
New Jersey
$139K – – –
GAM
1687
Gemmer Asset Management
California
$138K – – –
DA
1688
Dunvegan Associates
California
$132K – – –
WA
1689
Waverly Advisors
Alabama
$130K +$56.5K +605 +77%
SEIA
1690
Signature Estate & Investment Advisors
California
$125K +$3.83K +41 +3%
ECM
1691
Element Capital Management
New York
$121K +$121K +1,300 New
NCMG
1692
NCM Capital Management Group
North Carolina
$117K +$28.1K +300 +32%
HRC
1693
Hoertkorn Richard Charles
$115K – – –
BCM
1694
Blume Capital Management
California
$112K – – –
P
1695
Palladiem
Pennsylvania
$112K – – –
CCMW
1696
Cypress Capital Management (Wyoming)
Wyoming
$112K – – –
IP
1697
Isthmus Partners
Wisconsin
$107K -$18.6K -200 -15%
SMG
1698
Spectrum Management Group
Indiana
$104K – – –
KCPG
1699
Kavar Capital Partners Group
Kansas
$104K +$104K +1,116 New
WCM
1700
Wealthcare Capital Management
Virginia
$102K -$260K -2,787 -72%
66 67
68
69 70