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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
$2.64B
2
UBS Group
UBS Group
Switzerland
$710M
3
WRF
Waddell & Reed Financial
Kansas
$287M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.14B
5
Ameriprise
Ameriprise
Minnesota
$1.01B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.11B
2
YAM
Yacktman Asset Management
Texas
$1.68B
3
JHIU
Janus Henderson Investors US
Colorado
$253M
4
Millennium Management
Millennium Management
New York
$0
5
Morgan Stanley
Morgan Stanley
New York
$1.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
1676
Dunvegan Associates
California
$133K – – –
WA
1677
Waverly Advisors
Alabama
$131K – – –
VV
1678
Verity & Verity
South Carolina
$129K +$129K +1,373 New
SEIA
1679
Signature Estate & Investment Advisors
California
$124K -$1.88K -20 -1%
NCMG
1680
NCM Capital Management Group
North Carolina
$118K – – –
AP
1681
Advisors Preferred
Maryland
$117K +$117K +1,238 New
HRC
1682
Hoertkorn Richard Charles
$116K – – –
CCS
1683
Crosspoint Capital Strategies
California
$113K -$78.9K -838 -41%
BCM
1684
Blume Capital Management
California
$113K – – –
P
1685
Palladiem
Pennsylvania
$113K – – –
KPCM
1686
Kings Point Capital Management
New York
$112K -$49.6K -525 -31%
IP
1687
Isthmus Partners
Wisconsin
$108K – – –
KCPG
1688
Kavar Capital Partners Group
Kansas
$95K -$9.45K -101 -9%
WCM
1689
Wealthcare Capital Management
Virginia
$95K -$7.7K -82 -7%
CPA
1690
Cowen Prime Advisors
New York
$95K -$7.42K -79 -7%
UFA
1691
US Financial Advisors
Massachusetts
$95K – – –
BC
1692
Blackhill Capital
New Jersey
$94K – – –
JC
1693
JBF Capital
Colorado
$94K – – –
PFG
1694
Piershale Financial Group
Illinois
$94K +$473 +5 +0.5%
JAM
1695
JCIC Asset Management
Ontario, Canada
$88K +$36.2K +385 +70%
NCM
1696
Nelson Capital Management
California
$85K -$69.6K -740 -45%
AWS
1697
Aris Wealth Services
Pennsylvania
$83K -$121K -1,280 -59%
TFA
1698
Transamerica Financial Advisors
Florida
$82K – – –
HCP
1699
Holt Capital Partners
Texas
$82K – – –
AFIA
1700
America First Investment Advisors
Nebraska
$81K – – –
66 67
68
69 70