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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.

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
1
Capital World Investors
California
$4.49B
2
TFM
2
Trian Fund Management
New York
$1.66B
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$244M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$315M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$698M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.12B
2
Norges Bank
2
Norges Bank
Norway
$1.08B
3
Citigroup
3
Citigroup
New York
$55M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$57.5M
5
YAM
5
Yacktman Asset Management
Texas
$2.72B
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$218M 2,344,019 +145,975 +7%
Capital International Investors
77
Capital International Investors
California
$212M 2,281,900 – –
Adage Capital Partners
78
Adage Capital Partners
Massachusetts
$212M 2,273,156 +86,500 +4%
WHG
79
Westwood Holdings Group
Texas
$210M 2,251,840 -132,359 -6%
Principal Financial Group
80
Principal Financial Group
Iowa
$206M 2,217,339 +23,508 +1%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$203M 2,183,184 -91,050 -4%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$201M 2,155,223 +156,698 +8%
WT
83
Wellcome Trust
United Kingdom
$195M 2,100,000 +100,000 +5%
BIP
84
Brandes Investment Partners
California
$192M 2,067,637 -236,541 -10%
JFL
85
Jarislowsky, Fraser Ltd
Quebec, Canada
$191M 2,050,695 -33,896 -2%
PI
86
Putnam Investments
Massachusetts
$190M 2,042,790 -305,597 -13%
BAM
87
Burgundy Asset Management
Ontario, Canada
$189M 2,033,150 +62,097 +3%
Credit Agricole
88
Credit Agricole
France
$186M 1,994,722 +467,020 +31%
MTB
89
Mizuho Trust & Banking
Japan
$186M 1,993,196 -115,547 -5%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$183M 1,967,797 +688,107 +54%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$177M 1,906,546 -401,790 -17%
Fundsmith LLP
92
Fundsmith LLP
United Kingdom
$176M 1,886,556 – –
O
93
OppenheimerFunds
New York
$174M 1,870,436 +1,151,695 +160%
Allianz Asset Management
94
Allianz Asset Management
Germany
$170M 1,826,379 +125,600 +7%
FAM
95
Fred Alger Management
New York
$170M 1,823,164 -609,383 -25%
FI
96
Focused Investors
California
$169M 1,818,300 -15,100 -0.8%
JHC
97
JFB Holdings Corp
Georgia
$169M 1,816,902 +13,906 +0.8%
Mackenzie Financial
98
Mackenzie Financial
Ontario, Canada
$166M 1,785,012 -539,028 -23%
AGA
99
Altrinsic Global Advisors
Connecticut
$160M 1,714,218 -49,613 -3%
Federated Hermes
100
Federated Hermes
Pennsylvania
$156M 1,674,957 -70,980 -4%
2 3
4
5 6