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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 %
WB
526
Webster Bank
Connecticut
$9.15M +$1.34M +16,020 +17%
Alyeska Investment Group
527
Alyeska Investment Group
Illinois
$9.13M +$9.13M +109,388 New
GLRA
528
Gerald L. Ray & Associates
Texas
$9.12M -$79.3K -950 -0.9%
OCM
529
Olstein Capital Management
New York
$9.1M +$1.17M +14,000 +15%
EAM
530
Edge Asset Management
Washington
$9.08M -$3.21M -38,393 -26%
UOC
531
UBS O'Connor
Illinois
$9.04M +$9.04M +108,224 New
SIRP
532
Shelter Insurance Retirement Plan
Missouri
$8.99M – – –
QIM
533
Quest Investment Management
Oregon
$8.96M -$1.04M -12,421 -10%
CIBC World Market
534
CIBC World Market
Ontario, Canada
$8.95M +$5.25M +62,927 +142%
SIPS
535
Shelter Insurance Profit Sharing
Missouri
$8.94M +$1.9M +22,700 +27%
BWP
536
Baldwin Wealth Partners
Massachusetts
$8.93M -$484K -5,800 -5%
BIC
537
Bridges Investment Counsel
Nebraska
$8.9M +$37.4K +448 +0.4%
BOK
538
Bank of Kentucky
Kentucky
$8.86M +$1.28M +15,287 +17%
HSA
539
Hussman Strategic Advisors
Maryland
$8.84M -$14.6M -175,000 -62%
NPC
540
National Planning Corporation
California
$8.79M -$352K -4,251 -4%
BCM
541
Brookmont Capital Management
Texas
$8.78M +$174K +2,084 +2%
HCMT
542
Highland Capital Management (Tennessee)
Tennessee
$8.78M -$233K -2,785 -3%
GIM
543
Gyrus Investment Management
Ontario, Canada
$8.74M -$1.07M -11,575 -11%
SIM
544
Sentry Investment Management
Wisconsin
$8.58M +$1.09M +13,058 +15%
MIS
545
Morningstar Investment Services
Illinois
$8.48M +$4.89M +58,514 +136%
SC
546
Sculptor Capital
New York
$8.44M -$12.5M -149,813 -60%
OWD
547
Osborn Williams & Donohoe
Ohio
$8.39M +$145K +1,732 +2%
RFA
548
Reilly Financial Advisors
California
$8.38M +$292K +3,503 +4%
PL
549
Parthenon LLC
Kentucky
$8.37M -$347K -4,160 -4%
HJMC
550
Hellman Jordan Management Company
Massachusetts
$8.35M +$8.35M +100,000 New
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