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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 %
ZA
401
Zweig Advisers
Connecticut
$14M +$1.33M +16,000 +10%
JAM
402
Jupiter Asset Management
United Kingdom
$14M -$870K -10,492 -6%
CK
403
Cohen Klingenstein
New York
$14M – – –
OC
404
Oppenheimer & Co
New York
$13.9M +$192K +2,316 +1%
MAA
405
Matrix Asset Advisors
New York
$13.9M +$474K +5,712 +4%
Zurich Cantonal Bank
406
Zurich Cantonal Bank
Switzerland
$13.9M +$2.78M +33,556 +25%
CIM
407
Corda Investment Management
Texas
$13.9M +$2.9M +34,994 +26%
CDH
408
Charles D. Hyman
$13.9M -$609K -7,337 -4%
TBA
409
Tower Bridge Advisors
Pennsylvania
$13.8M -$42.9K -517 -0.3%
ECM
410
Ensemble Capital Management
California
$13.7M +$635K +7,655 +5%
IC
411
InterOcean Capital
Illinois
$13.7M +$8.87M +106,930 +185%
DIA
412
Davidson Investment Advisors
Montana
$13.7M -$188K -2,268 -1%
PI
413
PineBridge Investments
New York
$13.6M +$453K +5,461 +3%
NB
414
NBT Bank
New York
$13.6M +$683K +8,233 +5%
SRIM
415
Saratoga Research & Investment Management
California
$13.6M -$123K -1,477 -0.9%
GHA
416
GW Henssler & Associates
Georgia
$13.6M +$32.4K +391 +0.2%
ACM
417
Argent Capital Management
Missouri
$13.6M +$36.5K +440 +0.3%
GT
418
Greenleaf Trust
Michigan
$13.5M +$883K +10,650 +7%
MWR
419
McAdams Wright Ragen
Washington
$13.4M +$17.8K +215 +0.1%
FFIC
420
First Fiduciary Investment Counsel
Ohio
$13.4M +$2.9K +35 +0%
KLWA
421
Kelly Lawrence W & Associates
California
$13.4M -$66.4K -800 -0.5%
QBFM
422
QS Batterymarch Financial Management
New York
$13.3M +$361K +4,355 +3%
MTC
423
McDaniel Terry & Co
Texas
$13.3M +$1.49M +17,934 +13%
BPBT
424
Boston Private Bank & Trust
Massachusetts
$13.2M +$457K +5,506 +4%
RC
425
Randolph Company
Ohio
$13.2M – – –
15 16
17
18 19