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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
$946M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$251M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.48B
4
AllianceBernstein
AllianceBernstein
Tennessee
$509M
5
Millennium Management
Millennium Management
New York
$173M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.08B
2
State Street
State Street
Massachusetts
$5.39B
3
YAM
Yacktman Asset Management
Texas
$2.09B
4
BPC
Banque Pictet & Cie
Switzerland
$0
5
HSBC Holdings
HSBC Holdings
United Kingdom
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWMP
1751
Taylor Wealth Management Partners
Massachusetts
$20K – – –
LWM
1752
Lenox Wealth Management
Ohio
$15K – – –
IRS
1753
Invictus RG (Singapore)
Singapore
$12K -$103K -1,075 -90%
CFA
1754
Camarda Financial Advisors
Florida
$11K – – –
MUS
1755
Mitsubishi UFJ Securities
Japan
$10K -$28.2K -310 -74%
OSAM
1756
O'Shaughnessy Asset Management
Connecticut
$9K -$1.34K -14 -13%
SFPM
1757
Sensible Financial Planning & Management
Massachusetts
$9K +$9K +100 New
BCFS
1758
Butensky & Cohen Financial Security
Florida
$6K +$6K +63 New
AT
1759
Arden Trust
Delaware
$5.62K +$33 +353 +0.6%
PRS
1760
Pinkerton Retirement Specialists
Idaho
$4K +$4K +46 New
CIM
1761
Contravisory Investment Management
Massachusetts
$3K -$621 -6 -17%
SGAM
1762
Smith Group Asset Management
Texas
$3K – – –
1GA
1763
1st Global Advisors
Texas
$2.65K -$116 -1,244 -4%
CP
1764
Corbenic Partners
Pennsylvania
$2K – – –
LWA
1765
Lowe Wealth Advisors
Maryland
$2K – – –
LWM
1766
LBA Wealth Management
Florida
$2K – – –
MDCM
1767
Morgan Dempsey Capital Management
Wisconsin
$1K -$21.3K -320 -96%
IF
1768
Ironwood Financial
Arizona
$1K – – –
BPC
1769
Banque Pictet & Cie
Switzerland
– -$159M -1,667,931 Closed
Capital Fund Management (CFM)
1770
Capital Fund Management (CFM)
France
– -$81.2M -849,082 Closed
CWM
1771
CIBC World Markets
New York
– -$40.2M -420,000 Closed
Alyeska Investment Group
1772
Alyeska Investment Group
Illinois
– -$26.3M -275,202 Closed
TCSAM
1773
Tyrus Capital S.A.M.
Monaco
– -$24.9M -260,000 Closed
GAM
1774
Gotham Asset Management
New York
– -$18.9M -197,207 Closed
AI
1775
Axiom Investors
Connecticut
– -$16M -167,457 Closed
69 70
71
72 73