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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 %
PA
576
Pinnacle Associates
New York
$7.42M -$27K -326 -0.4%
CA
577
Cullinan Associates
Kentucky
$7.41M +$497K +5,995 +7%
BC
578
Burney Company
Virginia
$7.41M -$457K -5,515 -6%
MFW
579
Meristem Family Wealth
Minnesota
$7.34M -$367K -4,420 -5%
CTA
580
Colonial Trust Advisors
South Carolina
$7.33M -$62.5K -754 -0.8%
WAM
581
Wallington Asset Management
Indiana
$7.31M +$202K +2,440 +3%
MCM
582
Murphy Capital Management
New Jersey
$7.3M +$44.8K +540 +0.6%
AP
583
Appleton Partners
Massachusetts
$7.28M +$128K +1,540 +2%
BHWM
584
Bar Harbor Wealth Management
New Hampshire
$7.27M -$34.3K -413 -0.5%
TAM
585
Taurus Asset Management
New York
$7.25M -$4.15K -50 -0.1%
SCM
586
Stonebridge Capital Management
California
$7.2M -$121K -1,456 -2%
BUB
587
BBVA USA Bancshares
Texas
$7.18M -$147K -1,767 -2%
FCMC
588
Founders Capital Management (Connecticut)
Connecticut
$7.13M +$7.13M +85,903 New
CIM
589
Calvert Investment Management
Maryland
$7.09M +$96.3K +1,161 +1%
CAN
590
Cetera Advisor Networks
California
$7.09M -$488K -5,881 -6%
PCMK
591
Paragon Capital Management (Kansas)
Kansas
$7.04M -$82K -989 -1%
KFS
592
Kurt F. Somerville
$7.03M -$480K -5,790 -6%
SIPS
593
Shelter Insurance Profit Sharing
Missouri
$7M – – –
BMCMI
594
Bryn Mawr Capital Management Inc
Pennsylvania
$6.99M +$1.71M +20,671 +32%
GCA
595
Guardian Capital Advisors
Ontario, Canada
$6.96M +$199K +2,354 +3%
Edgewood Management
596
Edgewood Management
Connecticut
$6.95M -$227K -2,738 -3%
CLOS
597
Compagnie Lombard Odier SCmA
Switzerland
$6.95M +$6.95M +83,756 New
JMFC
598
J.M. Forbes & Co
Massachusetts
$6.93M +$323K +3,890 +5%
AT
599
Acadia Trust
Maine
$6.92M +$108K +1,299 +2%
PG
600
PEAK6 Group
Illinois
$6.87M +$6.87M +82,788 New
22 23
24
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