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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 %
WKWM
976
Walter & Keenan Wealth Management
Indiana
$2.81M – – –
GCA
977
Gideon Capital Advisors
New York
$2.81M +$2.23M +23,939 +385%
DPIM
978
Duff & Phelps Investment Management
Illinois
$2.8M -$144K -1,550 -5%
SLF
979
Sun Life Financial
Ontario, Canada
$2.8M -$649K -6,975 -19%
CA
980
Cornerstone Advisors
North Carolina
$2.79M – – –
MFS
981
Monetta Financial Services
Illinois
$2.79M +$931K +10,000 +50%
LNWWM
982
Laird Norton Wetherby Wealth Management
California
$2.79M +$31.4K +337 +1%
CA
983
Cetera Advisors
Colorado
$2.79M +$378K +4,061 +16%
AMCA
984
Arthur M. Cohen & Associates
Illinois
$2.78M +$2.78M +25,007 New
SIG
985
Schooner Investment Group
Pennsylvania
$2.78M -$695K -7,500 -20%
SAIG
986
Semper Augustus Investments Group
Colorado
$2.76M -$1.86M -20,000 -40%
TC
987
Telemus Capital
Michigan
$2.73M -$96.4K -1,035 -3%
1GA
988
1st Global Advisors
Texas
$2.73M -$20.4K -219 -0.7%
FCT
989
Family Capital Trust
Massachusetts
$2.73M +$55.1K +592 +2%
CI
990
Constellation Investments
Ohio
$2.72M +$27.9K +300 +1%
SWM
991
SVA Wealth Management
Wisconsin
$2.71M +$8.94K +96 +0.3%
CCB
992
Cutter & Co Brokerage
Missouri
$2.67M +$1.02K +11 +0%
IIM
993
Ipswich Investment Management
Massachusetts
$2.65M -$29.3K -315 -1%
EM
994
Excalibur Management
Massachusetts
$2.64M -$10.7K -115 -0.4%
CC
995
Capital Counsel
New York
$2.64M – – –
LW
996
Linscomb Wealth
Texas
$2.64M +$80.7K +867 +3%
CSS
997
Cubist Systematic Strategies
Connecticut
$2.63M +$1.77M +18,961 +203%
SFSIG
998
San Francisco Sentry Investment Group
California
$2.63M -$9.59K -103 -0.4%
BONST
999
Bank of Nova Scotia Trust
Ontario, Canada
$2.63M -$263K -2,824 -9%
SFPIA
1000
Stevens First Principles Investment Advisors
California
$2.63M -$14K -150 -0.5%
38 39
40
41 42