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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 %
ORI
401
Oak Ridge Investments
Illinois
$13M -$134K -1,683 -1%
GHA
402
GW Henssler & Associates
Georgia
$13M +$228K +2,871 +2%
ACM
403
Argent Capital Management
Missouri
$13M -$224K -2,818 -2%
KLWA
404
Kelly Lawrence W & Associates
California
$12.9M -$37K -465 -0.3%
CCM
405
Cadence Capital Management
Massachusetts
$12.9M +$12.9M +161,961 New
MAA
406
Matrix Asset Advisors
New York
$12.9M -$37.4K -471 -0.3%
MWR
407
McAdams Wright Ragen
Washington
$12.9M +$120K +1,512 +0.9%
FFIC
408
First Fiduciary Investment Counsel
Ohio
$12.9M +$134K +1,680 +1%
Nuveen Asset Management
409
Nuveen Asset Management
Illinois
$12.9M +$63.9K +804 +0.5%
EWM
410
Evercore Wealth Management
New York
$12.8M -$987K -12,414 -7%
RC
411
Randolph Company
Ohio
$12.6M – – –
Thrivent Financial for Lutherans
412
Thrivent Financial for Lutherans
Minnesota
$12.6M +$2.27M +28,582 +22%
Janney Montgomery Scott
413
Janney Montgomery Scott
Pennsylvania
$12.6M +$7.79M +98,037 +161%
PI
414
PineBridge Investments
New York
$12.6M -$2.84M -35,761 -18%
ECM
415
Ensemble Capital Management
California
$12.5M +$8.29M +104,315 +196%
HCM
416
Howland Capital Management
Massachusetts
$12.5M +$1.61M +20,274 +15%
BB
417
Busey Bank
Illinois
$12.5M +$62.9K +791 +0.5%
QBFM
418
QS Batterymarch Financial Management
New York
$12.4M +$2.64M +33,253 +27%
NB
419
NBT Bank
New York
$12.4M +$990K +12,451 +9%
JIC
420
Johnson Investment Counsel
Ohio
$12.3M +$17.8K +224 +0.1%
EAM
421
EULAV Asset Management
Florida
$12.3M +$1.53M +19,300 +14%
BPBT
422
Boston Private Bank & Trust
Massachusetts
$12.2M +$398K +5,011 +3%
PFM
423
Parsec Financial Management
North Carolina
$12.2M -$32.4K -408 -0.3%
ZA
424
Zweig Advisers
Connecticut
$12.2M +$557K +7,000 +5%
GT
425
Greenleaf Trust
Michigan
$12.1M +$724K +9,111 +6%
15 16
17
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