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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 %
RPG
1701
Risk Paradigm Group
Texas
$79.6K +$57.9K +614 +267%
TSU
1702
TD Securities (USA)
New York
$79K -$56.1M -596,954 -100%
LWM
1703
LBA Wealth Management
Florida
$78K +$75.6K +800 +3,200%
CK
1704
Carnick & Kubik
Colorado
$77.8K +$77.8K +825 New
LFR
1705
Lehman Financial Resources
Pennsylvania
$77K +$2.82K +30 +4%
CCMW
1706
Cypress Capital Management (Wyoming)
Wyoming
$75.4K -$37.4K -397 -33%
GXMC
1707
Global X Management Company
New York
$75K -$7.27K -77 -9%
ES
1708
Equitec Specialists
Illinois
$73K +$73K +770 New
FNYS
1709
First New York Securities
New York
$66.5K +$66.5K +705 New
RCG
1710
Ruggie Capital Group
Florida
$65K – – –
DOA
1711
D'Orazio & Associates
Virginia
$60K – – –
CF
1712
CenterStar Fund
Illinois
$58K -$146K – –
FI
1713
FCM Investments
Texas
$57K – – –
SGC
1714
South Georgia Capital
Illinois
$57K – – –
OAJ
1715
Ogorek Anthony Joseph
New York
$56K – – –
HF
1716
Hoxton Financial
West Virginia
$54K – – –
CWM
1717
Catamount Wealth Management
Connecticut
$51K – – –
VFA
1718
Virtus Fund Advisers
Connecticut
$47K – – –
CHP
1719
Cable Hill Partners
Oregon
$44K -$1.37K -14 -3%
WA
1720
WealthTrust-Arizona
Arizona
$43K – – –
BCI
1721
Brinker Capital Investments
Pennsylvania
$43K +$380 +4 +0.9%
Nuveen Asset Management
1722
Nuveen Asset Management
Illinois
$41.8K -$842 -8,934 -2%
NHFG
1723
New Harbor Financial Group
Massachusetts
$37K – – –
WAS
1724
Winch Advisory Services
Wisconsin
$36K +$286 +3 +0.8%
JIR
1725
James Investment Research
Ohio
$30K – – –
67 68
69
70 71