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PepsiCo
PEP

Overview Fund Activity

1,691 hedge funds and large institutions have $97.2B invested in PepsiCo in 2014 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 622 increasing their positions, 782 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,691
Holders Change
+29
Holders Change %
+1.74%
% of All Funds
49.1%
Holding in Top 10
239
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+14.35%
% of All Funds
6.94%
New
81
Increased
622
Reduced
782
Closed
39
Calls
$777M
Puts
$823M
Net Calls
-$45.9M
Net Calls Change
-$279M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$609M
2
TFM
Trian Fund Management
New York
+$459M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$162M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$132M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$124M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.26B
2
Norges Bank
Norges Bank
Norway
-$1.08B
3
Citigroup
Citigroup
New York
-$270M
4
SOMRS
State of Michigan Retirement System
Michigan
-$219M
5
YAM
Yacktman Asset Management
Texas
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTNA
726
Bremer Trust National Association
Minnesota
$5.58M +$85.7K +921 +2%
FBP
727
Flippin Bruce & Porter
Virginia
$5.54M +$50.2K +539 +0.9%
RW
728
Rand Wealth
Maryland
$5.53M +$18K +193 +0.3%
LOCC
729
Lombard Odier & Cie (Canada)
Quebec, Canada
$5.53M +$177K +1,900 +3%
AHS
730
Aspiriant Holdings S3
California
$5.51M +$58.2K +625 +1%
ICM
731
ICC Capital Management
Florida
$5.46M -$4.41M -47,355 -45%
FSA
732
Franklin Street Advisors
North Carolina
$5.45M +$48.9K +525 +0.9%
RJFSA
733
Raymond James Financial Services Advisors
Florida
$5.43M +$9.87K +106 +0.2%
PP
734
Patten & Patten
Tennessee
$5.42M +$171K +1,834 +3%
CT
735
Cambridge Trust
Massachusetts
$5.39M +$59.6K +640 +1%
DWA
736
Douglass Winthrop Advisors
New York
$5.39M +$86.9K +934 +2%
BAC
737
Boys Arnold & Co
North Carolina
$5.37M -$263K -2,827 -5%
PCM
738
Parsons Capital Management
Rhode Island
$5.36M -$16K -172 -0.3%
MIS
739
Morningstar Investment Services
Illinois
$5.35M -$4.28M -45,956 -44%
MPWT
740
MassMutual Private Wealth & Trust
Connecticut
$5.34M +$2.95M +31,697 +124%
FSC
741
Fiduciary Services Corp
Georgia
$5.34M -$231K -2,486 -4%
TCM
742
Tufton Capital Management
Maryland
$5.28M -$52.1K -560 -1%
HVIA
743
Hudson Valley Investment Advisors
New York
$5.27M +$113K +1,216 +2%
RMAM
744
Raab & Moskowitz Asset Management
New Jersey
$5.25M -$19.5K -210 -0.4%
MSFP
745
Mark Sheptoff Financial Planning
Connecticut
$5.24M +$371K +3,989 +8%
PJSIMP
746
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.21M -$47.8K -513 -0.9%
OA
747
OFI Advisors
Pennsylvania
$5.21M -$91.6K -984 -2%
HAIM
748
Hunter Associates Investment Management
Pennsylvania
$5.21M -$11.2K -120 -0.2%
CWP
749
Capital Wealth Planning
Florida
$5.2M +$424K +4,550 +9%
ST
750
Stifel Trust
Missouri
$5.18M -$163K -1,755 -3%
28 29
30
31 32