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PepsiCo
PEP

Overview Fund Activity

1,644 hedge funds and large institutions have $88.6B invested in PepsiCo in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 690 increasing their positions, 718 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-11
Holders Change %
-0.66%
% of All Funds
47.51%
Holding in Top 10
184
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.13%
% of All Funds
5.32%
New
76
Increased
690
Reduced
718
Closed
71
Calls
$853M
Puts
$623M
Net Calls
+$230M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.16B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$227M
3
Franklin Resources
Franklin Resources
California
+$213M
4
UBS AM
UBS AM
Illinois
+$184M
5
JHIU
Janus Henderson Investors US
Colorado
+$148M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.19B
2
State Street
State Street
Massachusetts
-$454M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$417M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$351M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
451
Frontier Investment Management
Texas
$12.1M +$219K +2,629 +2%
EWM
452
Evercore Wealth Management
New York
$12.1M -$2.1M -25,118 -15%
AIMCA
453
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12M -$19.2M -229,900 -62%
BF
454
BOK Financial
Oklahoma
$12M -$6.55M -78,482 -35%
CCM
455
Cohen Capital Management
California
$12M – – –
NPPM
456
North Point Portfolio Managers
Ohio
$11.9M +$32.1K +385 +0.3%
DDPIC
457
Deroy & Devereaux Private Investment Counsel
Michigan
$11.9M +$70.7K +847 +0.6%
PFM
458
Parsec Financial Management
North Carolina
$11.8M -$288K -3,450 -2%
EWA
459
EP Wealth Advisors
California
$11.8M +$633K +7,579 +6%
FAM
460
Fiduciary Asset Management
Missouri
$11.7M +$1.26M +15,057 +12%
CCM
461
Covington Capital Management
California
$11.7M +$146K +1,744 +1%
UAM
462
UAS Asset Management
New York
$11.7M +$297K +3,560 +3%
CAG
463
Crestwood Advisors Group
Massachusetts
$11.6M +$1.01M +12,066 +9%
KLC
464
Knowledge Leaders Capital
Colorado
$11.6M +$11.6M +139,335 New
Nuveen Asset Management
465
Nuveen Asset Management
Illinois
$11.5M -$1.62M -19,440 -12%
WC
466
Woodstock Corp
Massachusetts
$11.5M +$67.3K +806 +0.6%
JIC
467
Johnson Investment Counsel
Ohio
$11.4M -$1M -12,010 -8%
SAM
468
Securian Asset Management
Minnesota
$11.4M -$67.9K -813 -0.6%
NPF
469
Norris Perne & French
Michigan
$11.3M +$82.7K +991 +0.7%
CAM
470
Cypress Asset Management
Texas
$11.3M -$627K -7,512 -5%
FCAM
471
F&C Asset Management
United Kingdom
$11.2M -$11.7M -139,683 -51%
Creative Planning
472
Creative Planning
Kansas
$11.1M -$5.14M -61,513 -32%
WT
473
Washington Trust
Rhode Island
$11.1M +$55.9K +669 +0.5%
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$11M +$1.16M +13,898 +12%
GJIC
475
Gamble Jones Investment Counsel
California
$10.9M -$184K -2,198 -2%
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