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PepsiCo
PEP

Overview Fund Activity

1,522 hedge funds and large institutions have $85.4B invested in PepsiCo in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 608 increasing their positions, 654 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
49.37%
Holding in Top 10
185
Holding in Top 10 Change
-60
Holding in Top 10 Change %
-24.49%
% of All Funds
6%
New
76
Increased
608
Reduced
654
Closed
56
Calls
$889M
Puts
$739M
Net Calls
+$151M
Net Calls Change
+$102M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
YAM
Yacktman Asset Management
Texas
+$396M
3
Franklin Resources
Franklin Resources
California
+$215M
4
Morgan Stanley
Morgan Stanley
New York
+$205M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$202M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$844M
2
SAC
Smith Affiliated Capital
New York
-$264M
3
AL
AJO LP
Pennsylvania
-$186M
4
PIM
Platinum Investment Management
Australia
-$172M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
801
Robshaw & Julian Associates
New York
$3.72M +$210K +2,636 +6%
PTC
802
Petrus Trust Company
Texas
$3.72M -$366K -4,606 -9%
PFS
803
Penseco Financial Services
Pennsylvania
$3.7M +$1.99K +25 +0.1%
ONB
804
Old National Bancorp
Indiana
$3.7M +$102K +1,280 +3%
ACPU
805
Arrowgrass Capital Partners (US)
Delaware
$3.7M +$3.7M +46,500 New
BAS
806
Brown Advisory Securities
Maryland
$3.69M +$90.3K +1,133 +3%
WP
807
WMS Partners
Maryland
$3.68M +$26.2K +330 +0.7%
DIA
808
Denver Investment Advisors
Colorado
$3.67M -$4.77K -60 -0.1%
CIBC World Market
809
CIBC World Market
Ontario, Canada
$3.66M -$936K -11,767 -20%
PHS
810
Pekin Hardy Strauss
Illinois
$3.65M +$23.1K +290 +0.6%
SIM
811
Sentry Investment Management
Wisconsin
$3.64M +$2.44M +30,700 +204%
WSCM
812
Wellington Shields Capital Management
New York
$3.63M -$15.8K -199 -0.4%
AAM
813
Advisors Asset Management
Colorado
$3.61M +$6.12K +77 +0.2%
K
814
Kemper
Illinois
$3.58M – – –
EFSCE
815
Enterprise Financial Services Corp (EFSC)
Missouri
$3.55M +$24.1K +303 +0.7%
IIC
816
Ironwood Investment Counsel
Arizona
$3.55M -$128K -1,610 -3%
WCF
817
West Coast Financial
California
$3.52M +$15.1K +190 +0.4%
MC
818
Martin & Co
Tennessee
$3.5M +$35.4K +445 +1%
LTI
819
Laffer Tengler Investments
Tennessee
$3.5M -$2.91M -35,585 Closed
KWMG
820
King Wealth Management Group
Florida
$3.49M +$21.3K +268 +0.6%
IAM
821
Impax Asset Management
New Hampshire
$3.49M -$325K -4,082 -9%
AAM
822
AR Asset Management
California
$3.48M – – –
PA
823
Profund Advisors
Maryland
$3.46M -$27.6K -347 -0.8%
OCM
824
Oakwood Capital Management
California
$3.44M +$234K +2,943 +7%
BL
825
Bolton LP
Connecticut
$3.44M +$3.44M +43,265 New
31 32
33
34 35