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PepsiCo
PEP

Overview Fund Activity

1,655 hedge funds and large institutions have $88.4B invested in PepsiCo in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 615 increasing their positions, 686 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+133
Holders Change %
+8.74%
% of All Funds
48.07%
Holding in Top 10
188
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.62%
% of All Funds
5.46%
New
187
Increased
615
Reduced
686
Closed
39
Calls
$1.09B
Puts
$693M
Net Calls
+$398M
Net Calls Change
+$247M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
+$329M
2
State Street
State Street
Massachusetts
+$278M
3
Citigroup
Citigroup
New York
+$230M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
5
American Century Companies
American Century Companies
Missouri
+$188M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$787M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$464M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$268M
4
SAC
Smith Affiliated Capital
New York
-$257M
5
BA
BlackRock Advisors
Delaware
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
376
Silvercrest Asset Management
New York
$15.4M -$214K -2,579 -1%
Calamos Advisors
377
Calamos Advisors
Illinois
$15.4M – – –
ACM
378
Azimuth Capital Management
Michigan
$15.2M +$1.44M +17,367 +10%
CSIC
379
Clifford Swan Investment Counsel
California
$15.1M -$65.9K -794 -0.4%
CNB
380
City National Bank
California
$14.8M +$939K +11,318 +7%
SMDAM
381
Sumitomo Mitsui DS Asset Management
Japan
$14.8M -$1.2M -14,409 -7%
Thrivent Financial for Lutherans
382
Thrivent Financial for Lutherans
Minnesota
$14.8M +$1.58M +19,035 +12%
SMI
383
Shelter Mutual Insurance
Missouri
$14.8M – – –
GGI
384
Godsey & Gibb Inc
Virginia
$14.7M +$225K +2,713 +2%
MWAC
385
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.6M +$160K +1,932 +1%
Fiera Capital (Canada)
386
Fiera Capital (Canada)
Quebec, Canada
$14.6M +$4.13M +49,740 +39%
WI
387
Wafra Inc
New York
$14.5M – – –
DCM
388
Dupont Capital Management
Delaware
$14.5M -$8.36M -100,740 -37%
FBNAT
389
FirstMerit Bank N.A. Trustee
Ohio
$14.4M -$314K -3,787 -2%
CWA
390
Constellation Wealth Advisors
New York
$14.4M +$472K +5,694 +3%
BSA
391
Braun Stacey Associates
New York
$14.4M -$576K -6,950 -4%
AAM
392
Auxier Asset Management
Oregon
$14.3M -$423K -5,100 -3%
LI
393
LMCG Investments
Massachusetts
$14.3M -$119K -1,438 -0.8%
GF
394
Gerstein Fisher
New York
$14.3M +$7.32M +29,522 +105%
MCM
395
Maryland Capital Management
Maryland
$14.3M -$802K -9,673 -5%
WPC
396
Waters Parkerson & Co
Louisiana
$14.2M -$55.3K -667 -0.4%
ACA
397
Anchor Capital Advisors
Massachusetts
$14.1M -$404K -4,865 -3%
SF
398
Synovus Financial
Georgia
$14.1M -$1.05M -12,707 -7%
EWM
399
Evercore Wealth Management
New York
$14.1M +$767K +9,247 +6%
OPCM
400
Osborne Partners Capital Management
California
$14.1M -$102K -1,230 -0.7%
14 15
16
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