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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 %
TCCM
801
Timber Creek Capital Management
Massachusetts
$4.08M +$52.4K +628 +1%
SCCM
802
Schafer Cullen Capital Management
New York
$4.07M -$195K -2,330 -5%
RJA
803
Robshaw & Julian Associates
New York
$4.07M +$149K +1,790 +4%
PMFA
804
Plante Moran Financial Advisors
Michigan
$4.03M +$363K +4,346 +10%
BCB
805
Brian C. Broderick
$4.02M -$45.1K -540 -1%
ECM
806
Evergreen Capital Management
Washington
$4.02M +$21.5K +257 +0.5%
SWK
807
Stephen W. Kidder
$4M -$83.5K -1,000 -2%
GA
808
Geneva Advisors
Illinois
$4M +$1.87M +22,439 +88%
PL
809
Perpetual Ltd
Australia
$3.99M +$2.15M +25,778 +117%
FQ
810
First Quadrant
California
$3.98M – – –
DHFB
811
Dixon Hubard Feinour & Brown
Virginia
$3.97M -$42.2K -505 -1%
SIG
812
Schooner Investment Group
Pennsylvania
$3.97M – – –
NAM
813
NTV Asset Management
West Virginia
$3.96M +$250 +3 +0%
QI
814
QS Investors
New York
$3.96M -$150K -1,800 -4%
TCOT
815
Trust Company of Toledo
Ohio
$3.95M +$110K +1,319 +3%
SNT
816
Security National Trust
West Virginia
$3.93M -$58K -695 -1%
WP
817
WMS Partners
Maryland
$3.92M +$78.6K +941 +2%
DLCIG
818
D.L. Carlson Investment Group
New Hampshire
$3.92M -$1.35M -16,195 -26%
MYAM
819
Meiji Yasuda Asset Management
Japan
$3.91M -$176K -2,112 -4%
EVM
820
Evelyn V. Moreno
$3.9M +$62.6K +750 +2%
NFG
821
NewFocus Financial Group
Washington
$3.9M +$3.92K +47 +0.1%
DIA
822
Denver Investment Advisors
Colorado
$3.9M -$4.33M -51,908 -53%
PFBT
823
Parkside Financial Bank & Trust
Missouri
$3.9M +$56K +671 +1%
WFM
824
Wilmington Funds Management
Delaware
$3.86M -$1.59M -19,042 -29%
MKC
825
M. Kraus & Co
Vermont
$3.86M +$60K +718 +2%
31 32
33
34 35