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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 %
CAI
501
Capital Advisors Inc
Oklahoma
$9.15M +$34.3K +431 +0.4%
BHIA
502
Birch Hill Investment Advisors
Massachusetts
$9.12M +$411K +5,165 +5%
NPC
503
National Planning Corporation
California
$9.03M +$1.32M +16,469 +17%
BWP
504
Baldwin Wealth Partners
Massachusetts
$9.03M -$219K -2,753 -2%
BPB
505
Badgley, Phelps & Bell
Washington
$8.99M -$134K -1,682 -1%
Creative Planning
506
Creative Planning
Kansas
$8.98M +$969K +12,183 +12%
STB
507
S&T Bank
Pennsylvania
$8.98M +$441K +5,551 +5%
HIC
508
Harvey Investment Company
Kentucky
$8.95M +$318K +4,000 +4%
GLRA
509
Gerald L. Ray & Associates
Texas
$8.77M -$15.9K -200 -0.2%
11A
510
10-15 Associates
New York
$8.77M +$1.24M +15,610 +16%
FAM
511
Fiduciary Asset Management
Missouri
$8.76M -$809K -10,178 -8%
B
512
Barings
North Carolina
$8.73M +$23.9K +300 +0.3%
MHIC
513
Marble Harbor Investment Counsel
Massachusetts
$8.7M -$62.9K -791 -0.7%
RC
514
RBO & Co
California
$8.68M – – –
FNFDCM
515
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.62M +$67.1K +844 +0.8%
PAM
516
Palisade Asset Management
Minnesota
$8.6M -$261K -3,285 -3%
YIA
517
YHB Investment Advisors
Connecticut
$8.6M -$99.3K -1,249 -1%
SIRP
518
Shelter Insurance Retirement Plan
Missouri
$8.56M – – –
HCMT
519
Highland Capital Management (Tennessee)
Tennessee
$8.56M -$540K -6,795 -6%
BIC
520
Bridges Investment Counsel
Nebraska
$8.55M -$70.6K -888 -0.8%
GAM
521
Gotham Asset Management
New York
$8.52M +$5.52M +69,387 +184%
PL
522
Parthenon LLC
Kentucky
$8.39M -$85.5K -1,075 -1%
Toronto Dominion Bank
523
Toronto Dominion Bank
Ontario, Canada
$8.24M -$2.28M -28,764 -22%
GIM
524
Gyrus Investment Management
Ontario, Canada
$8.22M -$38.2K -468 -0.5%
WCP
525
Welch Capital Partners
New York
$8.21M – – –
19 20
21
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