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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 %
QIM
501
Quest Investment Management
Oregon
$9.93M +$9.93M +119,779 New
CFC
502
Cincinnati Financial Corp
Ohio
$9.91M – – –
TCOV
503
Trust Company of Vermont
Vermont
$9.86M -$104K -1,255 -1%
LBC
504
Lowe Brockenbrough & Co
Virginia
$9.82M -$238K -2,869 -2%
MJRIC
505
Mogy Joel R Investment Counsel
California
$9.8M +$17.9K +216 +0.2%
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$9.76M -$523K -6,302 -5%
KCA
507
KR Capital Advisors
New York
$9.75M -$673K -8,120 -6%
AMI
508
Amica Mutual Insurance
Rhode Island
$9.74M – – –
MME
509
Meag Munich Ergo
Germany
$9.68M +$5.15M +62,101 +113%
STB
510
S&T Bank
Pennsylvania
$9.65M +$287K +3,456 +3%
GIP
511
Granite Investment Partners
California
$9.64M +$61.8K +745 +0.6%
BHIA
512
Birch Hill Investment Advisors
Massachusetts
$9.54M +$23.1K +279 +0.2%
BFM
513
Boston Financial Management
Massachusetts
$9.52M -$29.9K -360 -0.3%
RFS
514
Rockefeller Financial Services
New York
$9.46M -$339K -4,090 -3%
CAI
515
Capital Advisors Inc
Oklahoma
$9.44M -$102K -1,235 -1%
CIA
516
CSat Investment Advisory
Michigan
$9.44M +$9.44M +113,830 New
GIM
517
Gyrus Investment Management
Ontario, Canada
$9.37M +$504K +5,725 +6%
BWP
518
Baldwin Wealth Partners
Massachusetts
$9.36M -$67.6K -815 -0.7%
BPB
519
Badgley, Phelps & Bell
Washington
$9.33M -$47.8K -576 -0.5%
YIA
520
YHB Investment Advisors
Connecticut
$9.3M +$328K +3,956 +4%
SM
521
SLS Management
New York
$9.27M +$1.9M +22,960 +26%
HIC
522
Harvey Investment Company
Kentucky
$9.26M -$73.6K -887 -0.8%
TMAM
523
Tokio Marine Asset Management
Japan
$9.23M -$918K -11,074 -9%
PAM
524
Palisade Asset Management
Minnesota
$9.2M +$224K +2,695 +2%
11A
525
10-15 Associates
New York
$9.19M +$45.6K +550 +0.5%
19 20
21
22 23