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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 %
OAJ
1726
Ogorek Anthony Joseph
New York
$108K +$108K +1,138 New
PIA
1727
Piedmont Investment Advisors
North Carolina
$101K – – –
WCM
1728
Wealthcare Capital Management
Virginia
$96K +$1.42K +15 +2%
BC
1729
Blackhill Capital
New Jersey
$95K – – –
NCMG
1730
NCM Capital Management Group
North Carolina
$90K – – –
HCP
1731
Holt Capital Partners
Texas
$88K +$88K +925 New
TFA
1732
Transamerica Financial Advisors
Florida
$87K -$1.52K -16 -2%
UFA
1733
US Financial Advisors
Massachusetts
$83K +$83K +879 New
PFG
1734
Piershale Financial Group
Illinois
$82K +$17.1K +181 +26%
AFIA
1735
America First Investment Advisors
Nebraska
$81K – – –
LFR
1736
Lehman Financial Resources
Pennsylvania
$75K – – –
WA
1737
Waverly Advisors
Alabama
$74K -$384K -4,080 -84%
HF
1738
Hoxton Financial
West Virginia
$73K +$9.47K +100 +15%
CFG
1739
CKW Financial Group
Hawaii
$70K +$1.23K +13 +2%
JIR
1740
James Investment Research
Ohio
$61K +$61K +641 New
SGC
1741
South Georgia Capital
Illinois
$57K -$447K -4,700 -89%
SEC
1742
Seven Eight Capital
New York
$57K -$190K -2,000 -77%
FI
1743
FCM Investments
Texas
$57K – – –
DOA
1744
D'Orazio & Associates
Virginia
$55K – – –
JAM
1745
JCIC Asset Management
Ontario, Canada
$52K – – –
RCG
1746
Ruggie Capital Group
Florida
$52K +$52K +561 New
RA
1747
Rational Advisors
New York
$49K +$49K +520 New
CWM
1748
Catamount Wealth Management
Connecticut
$46K +$46K +486 New
CHP
1749
Cable Hill Partners
Oregon
$44K +$44K +465 New
TRCT
1750
Tower Research Capital (TRC)
New York
$43K -$1.14M -12,031 -96%
68 69
70
71 72