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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 %
AC
826
Addenda Capital
Quebec, Canada
$4.23M +$162K +1,750 +4%
SCCM
827
Schafer Cullen Capital Management
New York
$4.2M -$128K -1,370 -3%
WCF
828
West Coast Financial
California
$4.2M +$80.2K +862 +2%
MC
829
Martin & Co
Tennessee
$4.2M +$25.1K +270 +0.6%
GG
830
Greenwood Gearhart
Arkansas
$4.19M +$426K +4,580 +11%
K
831
Kemper
Illinois
$4.19M – – –
KFS
832
KMS Financial Services
Washington
$4.18M +$184K +1,973 +5%
CMBA
833
C.M. Bidwell & Associates
Hawaii
$4.18M -$324K -3,480 -7%
AIP
834
ARS Investment Partners
New York
$4.18M +$108K +1,155 +3%
NCM
835
Novare Capital Management
North Carolina
$4.17M +$86.1K +925 +2%
FIM
836
Fruth Investment Management
Texas
$4.15M +$53.1K +570 +1%
PMFA
837
Plante Moran Financial Advisors
Michigan
$4.15M -$426K -4,581 -9%
Nomura Holdings
838
Nomura Holdings
Japan
$4.11M +$2.86M +30,810 +230%
AP
839
AHL Partners
United Kingdom
$4.1M +$4.1M +44,089 New
BAS
840
Brown Advisory Securities
Maryland
$4.1M -$144K -1,549 -3%
BBA
841
BLB&B Advisors
Pennsylvania
$4.09M -$41.5K -446 -1%
VAS
842
Valicenti Advisory Services
New York
$4.08M -$97.7K -1,049 -2%
ISB
843
Iowa State Bank
Iowa
$4.08M -$97.3K -1,045 -2%
VCAM
844
Van Cleef Asset Management
Ohio
$4.08M -$76.6K -823 -2%
AAM
845
AR Asset Management
California
$4.07M – – –
WA
846
Whitebox Advisors
Minnesota
$4.06M -$1.29M -13,808 -24%
PFBT
847
Parkside Financial Bank & Trust
Missouri
$4.06M -$10.7K -115 -0.3%
BGDI
848
BW Gestao de Investimentos
Brazil
$4.05M -$70.3K -755 -2%
GRQ
849
Gardner Russo & Quinn
Pennsylvania
$4.04M -$79.1K -850 -2%
EGA
850
Eagle Global Advisors
Texas
$4.03M -$72.1K -774 -2%
32 33
34
35 36