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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 %
LDB
1026
Lee, Danner & Bass
Tennessee
$1.85M -$41.7K -525 -2%
BA
1027
Bennicas & Associates
California
$1.84M -$15.9K -200 -0.9%
UFG
1028
United Fire Group
Iowa
$1.83M – – –
WA
1029
Whitebox Advisors
Minnesota
$1.83M +$411K +5,168 +29%
MSS
1030
Mitchell Sinkler & Starr
Pennsylvania
$1.81M -$8.5M -106,858 -82%
FSA
1031
Financial Sense Advisors
California
$1.8M +$989K +12,442 +123%
AB
1032
Atlas Brown
Kentucky
$1.77M -$1.27M -16,000 -42%
MCM
1033
Mazama Capital Management
Oregon
$1.76M +$1.75M +21,968 +15,047%
MS
1034
Marshall & Sullivan
Washington
$1.75M -$7.95K -100 -0.5%
ICAS
1035
Investors Capital Advisory Services
Massachusetts
$1.74M +$7.15K +90 +0.4%
KIG
1036
Kovitz Investment Group
Illinois
$1.74M -$145K -1,830 -8%
LKIM
1037
Lawson Kroeker Investment Management
Nebraska
$1.74M – – –
NAMP
1038
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.73M -$35.3K -444 -2%
BMM
1039
Buffington Mohr McNeal
Idaho
$1.73M +$9.15K +115 +0.5%
KCP
1040
KDI Capital Partners
North Carolina
$1.7M +$1.7M +21,400 New
MPAM
1041
Murphy Pohlad Asset Management
Minnesota
$1.7M +$142K +1,785 +9%
BO
1042
Bank OZK
Arkansas
$1.69M +$771K +9,711 +84%
FDCC
1043
Foster Dykema Cabot & Co
Massachusetts
$1.69M – – –
GGPS
1044
Gary Goldberg Planning Services
New York
$1.69M -$62.9K -791 -4%
GA
1045
Geneva Advisors
Illinois
$1.68M +$221K +2,781 +15%
CNC
1046
Citizens & Northern Corp
Pennsylvania
$1.68M +$25.6K +322 +2%
KFS
1047
KMS Financial Services
Washington
$1.67M +$177K +2,226 +12%
JCM
1048
Jag Capital Management
Missouri
$1.66M +$230K +2,890 +16%
HCM
1049
Hodges Capital Management
Texas
$1.66M -$103K -1,297 -6%
MNBTD
1050
Moody National Bank Trust Division
Texas
$1.66M -$65.2K -820 -4%
40 41
42
43 44