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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 %
ARMC
701
American Research & Management Company
Massachusetts
$5.46M -$33.4K -400 -0.6%
QI
702
Quotient Investors
New York
$5.43M +$484K +5,800 +10%
TTWM
703
TCV Trust & Wealth Management
Virginia
$5.43M -$5.09K -61 -0.1%
GWI
704
Grace & White Inc
New York
$5.43M – – –
FBC
705
Fairfield, Bush & Co
Connecticut
$5.4M -$835 -10 -0%
BAC
706
Boys Arnold & Co
North Carolina
$5.4M +$152K +1,820 +3%
CCM
707
Chilton Capital Management
Texas
$5.34M -$258K -3,093 -5%
HBT
708
Hills Bank & Trust
Iowa
$5.28M -$25.9K -310 -0.5%
WIC
709
Wilkins Investment Counsel
Massachusetts
$5.24M +$209K +2,500 +4%
RG
710
Rathbones Group
United Kingdom
$5.23M -$187K -2,243 -3%
ST
711
Stifel Trust
Missouri
$5.23M -$290K -3,475 -5%
Aristotle Capital Management
712
Aristotle Capital Management
California
$5.22M -$526K -6,300 -9%
RNS
713
Robert N. Shapiro
$5.22M -$1.38M -16,580 -21%
LI
714
Lafayette Investments
Maryland
$5.22M +$167K +2,006 +3%
AF
715
Arrow Financial
New York
$5.18M -$91.9K -1,100 -2%
CIC
716
Cutler Investment Counsel
Oregon
$5.18M +$51.2K +613 +1%
BCA
717
Bernzott Capital Advisors
California
$5.17M +$71.8K +860 +1%
PL
718
Parkwood LLC
Ohio
$5.15M +$4.96M +59,412 +2,599%
RIG
719
Renaissance Investment Group
Massachusetts
$5.13M -$195K -2,333 -4%
AMG
720
Asset Management Group
Connecticut
$5.12M +$671K +8,041 +15%
LG
721
LaFleur & Godfrey
Michigan
$5.11M -$191K -2,284 -4%
CA
722
CapWealth Advisors
Tennessee
$5.08M +$81.4K +975 +2%
WCM
723
Wisconsin Capital Management
Wisconsin
$5.08M -$937K -11,225 -16%
BOH
724
Bank of Hawaii
Hawaii
$5.06M -$542K -6,486 -10%
RW
725
Rand Wealth
Maryland
$5.06M -$2.09K -25 -0%
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