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PepsiCo
PEP

Overview Fund Activity

1,522 hedge funds and large institutions have $85.4B invested in PepsiCo in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 608 increasing their positions, 654 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
49.37%
Holding in Top 10
185
Holding in Top 10 Change
-60
Holding in Top 10 Change %
-24.49%
% of All Funds
6%
New
76
Increased
608
Reduced
654
Closed
56
Calls
$889M
Puts
$739M
Net Calls
+$151M
Net Calls Change
+$102M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
YAM
Yacktman Asset Management
Texas
+$396M
3
Franklin Resources
Franklin Resources
California
+$215M
4
Morgan Stanley
Morgan Stanley
New York
+$205M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$202M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$844M
2
SAC
Smith Affiliated Capital
New York
-$264M
3
AL
AJO LP
Pennsylvania
-$186M
4
PIM
Platinum Investment Management
Australia
-$172M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
376
Jupiter Asset Management
United Kingdom
$14.2M +$136K +1,713 +1%
AAM
377
Auxier Asset Management
Oregon
$14.1M -$517K -6,500 -4%
SMI
378
Shelter Mutual Insurance
Missouri
$14.1M – – –
FBNAT
379
FirstMerit Bank N.A. Trustee
Ohio
$14.1M +$35.1K +441 +0.2%
CAM
380
Centre Asset Management
New York
$14.1M +$6.15M +77,350 +78%
WI
381
Wafra Inc
New York
$13.9M – – –
First Manhattan
382
First Manhattan
New York
$13.9M -$138K -1,740 -1%
ACA
383
Anchor Capital Advisors
Massachusetts
$13.9M +$59.5K +748 +0.4%
WRF
384
Waddell & Reed Financial
Kansas
$13.9M -$15.2M -190,596 -52%
CDH
385
Charles D. Hyman
$13.9M -$177K -2,221 -1%
MWAC
386
Mariner Wealth Advisors (Cincinnati)
Ohio
$13.9M +$296K +3,722 +2%
GGI
387
Godsey & Gibb Inc
Virginia
$13.9M +$9.54K +120 +0.1%
LI
388
LMCG Investments
Massachusetts
$13.8M -$523K -6,579 -4%
WPC
389
Waters Parkerson & Co
Louisiana
$13.7M -$107K -1,340 -0.8%
OPCM
390
Osborne Partners Capital Management
California
$13.6M +$8.35K +105 +0.1%
UCFA
391
United Capital Financial Advisors
Texas
$13.6M -$26M -326,448 -66%
CK
392
Cohen Klingenstein
New York
$13.4M -$167K -2,100 -1%
CWA
393
Constellation Wealth Advisors
New York
$13.4M +$451K +5,676 +3%
CNB
394
City National Bank
California
$13.3M -$2.47M -31,061 -16%
DIA
395
Davidson Investment Advisors
Montana
$13.3M -$24.6K -310 -0.2%
TBA
396
Tower Bridge Advisors
Pennsylvania
$13.2M -$26.2K -329 -0.2%
ACM
397
Azimuth Capital Management
Michigan
$13.2M +$3.96M +49,766 +43%
OC
398
Oppenheimer & Co
New York
$13.2M +$436K +5,481 +3%
SRIM
399
Saratoga Research & Investment Management
California
$13.1M -$881K -11,081 -6%
PRC
400
Platte River Capital
Colorado
$13.1M -$1.94M -24,410 -13%
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