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PepsiCo
PEP

Overview Fund Activity

1,522 hedge funds and large institutions have $85.4B invested in PepsiCo in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 608 increasing their positions, 654 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
49.37%
Holding in Top 10
185
Holding in Top 10 Change
-60
Holding in Top 10 Change %
-24.49%
% of All Funds
6%
New
76
Increased
608
Reduced
654
Closed
56
Calls
$889M
Puts
$739M
Net Calls
+$151M
Net Calls Change
+$102M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
YAM
Yacktman Asset Management
Texas
+$396M
3
Franklin Resources
Franklin Resources
California
+$215M
4
Morgan Stanley
Morgan Stanley
New York
+$205M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$202M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$844M
2
SAC
Smith Affiliated Capital
New York
-$264M
3
AL
AJO LP
Pennsylvania
-$186M
4
PIM
Platinum Investment Management
Australia
-$172M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1001
Oarsman Capital
Wisconsin
$1.99M +$89.7K +1,128 +5%
LCP
1002
Legacy Capital Partners
Wisconsin
$1.97M -$9.94K -125 -0.5%
AA
1003
Ancora Advisors
Ohio
$1.97M +$7.95K +100 +0.4%
FPTW
1004
Franklin, Parlapiano, Turner & Welch
Texas
$1.96M +$251K +3,155 +15%
RBC
1005
Ronald Blue & Co
Georgia
$1.96M +$584K +7,340 +42%
STMM
1006
South Texas Money Management
Texas
$1.95M -$360K -4,521 -16%
ACM
1007
Ashford Capital Management
Delaware
$1.95M -$276K -3,469 -12%
BG
1008
Bollard Group
Massachusetts
$1.95M +$1.08M +13,605 +125%
SC
1009
Saybrook Capital
North Carolina
$1.94M – – –
SAM
1010
Selway Asset Management
$1.93M -$75.5K -950 -4%
TSWM
1011
Triangle Securities Wealth Management
North Carolina
$1.92M -$143K -1,795 -7%
KTC
1012
Kistler-Tiffany Companies
Pennsylvania
$1.92M +$68.5K +862 +4%
GIA
1013
GHP Investment Advisors
Colorado
$1.92M +$41.8K +526 +2%
RA
1014
Rational Advisors
New York
$1.9M – – –
MCWS
1015
McKinley Carter Wealth Services
West Virginia
$1.9M +$1.61M +20,194 +552%
MBT
1016
Monroe Bank & Trust
Michigan
$1.89M -$35.6K -448 -2%
ST
1017
Semper Trust
Pennsylvania
$1.88M +$727K +9,145 +63%
AC
1018
AFAM Capital
Texas
$1.88M +$128K +1,606 +7%
PPSG
1019
Princeton Portfolio Strategies Group
New Jersey
$1.87M +$258K +3,240 +16%
SCM
1020
Sterneck Capital Management
Missouri
$1.87M -$121K -1,527 -6%
DSC
1021
Duncker Streett & Co
Missouri
$1.87M -$4.93K -62 -0.3%
RIL
1022
Rothschild Investment LLC
Illinois
$1.87M +$15.9K +200 +0.9%
HK
1023
Horizon Kinetics
New York
$1.87M +$15.9K +200 +0.9%
CONA
1024
Capital One National Association
New York
$1.86M -$226K -2,848 -11%
FWCM
1025
Ferguson Wellman Capital Management
Oregon
$1.86M +$436K +5,482 +31%
39 40
41
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