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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 %
BBPWM
1726
Blue Bell Private Wealth Management
Pennsylvania
$28K – – –
FWM
1727
Focused Wealth Management
New York
$28K +$93 +1 +0.3%
PO
1728
Private Ocean
California
$27K – – –
RWM
1729
Rezny Wealth Management
Florida
$27K +$2.62K +28 +11%
KCM
1730
Karp Capital Management
California
$25K +$95 +1 +0.4%
SAM
1731
Solaris Asset Management
New York
$25K +$3.3K +35 +15%
AssetMark Inc
1732
AssetMark Inc
California
$23K -$2.11M -22,789 -99%
FNBOO
1733
First National Bank of Omaha
Nebraska
$21K -$714 -7,567 -3%
IMS
1734
Index Management Solutions
Pennsylvania
$17K -$17.3K -188 -50%
LWM
1735
Lenox Wealth Management
Ohio
$15K -$581 -6 -4%
RBC
1736
Roble Belko & Company
Pennsylvania
$12K -$16.1K -170 -57%
CFA
1737
Camarda Financial Advisors
Florida
$11K – – –
TWMP
1738
Taylor Wealth Management Partners
Massachusetts
$10K -$9.09K -100 -48%
LYV
1739
Live Your Vision
Pennsylvania
$10K +$10K +110 New
SFPM
1740
Sensible Financial Planning & Management
Massachusetts
$9K – – –
OSAM
1741
O'Shaughnessy Asset Management
Connecticut
$8K -$545 -6 -6%
NMIS
1742
Northwestern Mutual Investment Services
Wisconsin
$8K +$8K +80 New
PFO
1743
Pathstone Family Office
New Jersey
$7K +$7K +76 New
AA
1744
ALPS Advisors
Colorado
$6.08K +$362 +384 +6%
BCFS
1745
Butensky & Cohen Financial Security
Florida
$6K – – –
MUS
1746
Mitsubishi UFJ Securities
Japan
$5K -$6K -60 -55%
AA
1747
Apriem Advisors
California
$4K -$25.2K -277 -86%
PRS
1748
Pinkerton Retirement Specialists
Idaho
$4K – – –
CIM
1749
Contravisory Investment Management
Massachusetts
$3K – – –
SGAM
1750
Smith Group Asset Management
Texas
$3K – – –
68 69
70
71 72