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PepsiCo
PEP

Overview Fund Activity

1,691 hedge funds and large institutions have $97.2B invested in PepsiCo in 2014 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 622 increasing their positions, 782 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,691
Holders Change
+29
Holders Change %
+1.74%
% of All Funds
49.1%
Holding in Top 10
239
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+14.35%
% of All Funds
6.94%
New
81
Increased
622
Reduced
782
Closed
39
Calls
$777M
Puts
$823M
Net Calls
-$45.9M
Net Calls Change
-$279M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$609M
2
TFM
Trian Fund Management
New York
+$459M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$162M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$132M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$124M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.26B
2
Norges Bank
Norges Bank
Norway
-$1.08B
3
Citigroup
Citigroup
New York
-$270M
4
SOMRS
State of Michigan Retirement System
Michigan
-$219M
5
YAM
Yacktman Asset Management
Texas
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBOA
426
Commonwealth Bank of Australia
Australia
$14.7M +$372K +4,000 +3%
TBA
427
Tower Bridge Advisors
Pennsylvania
$14.7M -$234K -2,510 -2%
CAM
428
Capstone Asset Management
Texas
$14.7M -$1.13M -12,170 -7%
KLWA
429
Kelly Lawrence W & Associates
California
$14.7M -$28.9K -310 -0.2%
SF
430
Synovus Financial
Georgia
$14.5M -$2.15M -23,074 -13%
EWA
431
EP Wealth Advisors
California
$14.4M +$852K +9,151 +6%
GGI
432
Godsey & Gibb Inc
Virginia
$14.3M -$769K -8,258 -5%
ACM
433
Argent Capital Management
Missouri
$14.2M -$249K -2,670 -2%
Creative Planning
434
Creative Planning
Kansas
$14.2M +$1.44M +15,458 +11%
CC
435
Cornerstone Capital
California
$14M -$164K -1,761 -1%
PFM
436
Parsec Financial Management
North Carolina
$13.8M +$273K +2,934 +2%
ZA
437
Zweig Advisers
Connecticut
$13.8M -$372K -4,000 -3%
KCM
438
Kanawha Capital Management
Virginia
$13.8M +$445K +4,782 +3%
CCP
439
Clarkston Capital Partners
Michigan
$13.7M +$753K +8,089 +6%
MBI
440
Montrusco Bolton Investments
Quebec, Canada
$13.6M -$44.3K -476 -0.3%
NIM
441
Northeast Investment Management
Massachusetts
$13.6M +$6.52K +70 +0%
NI
442
Numeric Investors
Massachusetts
$13.5M +$10.6M +113,700 +358%
FAM
443
Fiduciary Asset Management
Missouri
$13.5M +$557K +5,980 +4%
SMDAM
444
Sumitomo Mitsui DS Asset Management
Japan
$13.5M -$991K -10,651 -7%
BM
445
Bislett Management
California
$13.5M – – –
CCM
446
Covington Capital Management
California
$13.4M +$291K +3,123 +2%
CPSAC
447
Chas P. Smith & Associates (CPS)
Florida
$13.4M +$752K +8,076 +6%
CAG
448
Crestwood Advisors Group
Massachusetts
$13.4M +$160K +1,718 +1%
CCM
449
Cohen Capital Management
California
$13.3M – – –
DJSG
450
D.J. St. Germain
Massachusetts
$13.3M -$55.8K -599 -0.4%
16 17
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