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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 %
TC
976
Telemus Capital
Michigan
$2.57M -$83.9K -1,005 -3%
BBI
977
Baxter Bros Inc
Connecticut
$2.55M +$127K +1,522 +5%
WFG
978
Wills Financial Group
Virginia
$2.55M +$216K +2,589 +9%
CT
979
Coastline Trust
Rhode Island
$2.55M +$8.77K +105 +0.3%
RL
980
Ruffer LLP
United Kingdom
$2.55M – – –
QI
981
Qualcomm Inc
California
$2.53M – – –
CC
982
Columbia Capital
California
$2.52M +$17.2K +207 +0.7%
WKWM
983
Walter & Keenan Wealth Management
Indiana
$2.5M +$2.5M +29,900 New
CCB
984
Cutter & Co Brokerage
Missouri
$2.49M +$145K +1,732 +6%
TCM
985
Tradition Capital Management
New Jersey
$2.48M -$272K -3,257 -10%
CCMINC
986
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.48M -$105K -1,253 -4%
SGC
987
South Georgia Capital
Illinois
$2.47M +$2.42M +29,900 +4,983%
SCM
988
Schnieders Capital Management
California
$2.45M +$40.5K +485 +2%
SWM
989
SVA Wealth Management
Wisconsin
$2.43M +$508K +6,080 +26%
PAM
990
Peninsula Asset Management
Florida
$2.41M -$128K -1,537 -5%
RS
991
Robeco Schweiz
Switzerland
$2.41M +$1.74M +21,000 +263%
AIM
992
Arcadia Investment Management
Michigan
$2.4M -$2.14M -25,667 -47%
EM
993
Excalibur Management
Massachusetts
$2.39M -$88.3K -1,058 -4%
IFB
994
iAB Financial Bank
Indiana
$2.39M -$14.6K -175 -0.6%
CI
995
Constellation Investments
Ohio
$2.38M +$33.4K +400 +1%
CC
996
Capital Counsel
New York
$2.37M -$216K -2,587 -8%
GF
997
Gerstein Fisher
New York
$2.37M -$2.44M -29,235 -51%
SFPIA
998
Stevens First Principles Investment Advisors
California
$2.36M -$33.4K -400 -1%
III
999
Independent Investors Inc
New York
$2.34M -$25K -300 -1%
BKBG
1000
BHF Kleinwort Benson Group
Belgium
$2.33M +$2.29M +27,385 +5,589%
38 39
40
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