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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 %
WF
1076
WealthTrust Fairport
Ohio
$1.55M -$13.9K -175 -0.9%
BPM
1077
Bowling Portfolio Management
Ohio
$1.54M -$3.34K -42 -0.2%
SACTSONJ
1078
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.54M – – –
JWA
1079
JFS Wealth Advisors
Pennsylvania
$1.54M +$13.8K +173 +0.9%
HHAA
1080
Henry H. Armstrong Associates
Pennsylvania
$1.53M -$8.74K -110 -0.6%
PTC
1081
Private Trust Company
Ohio
$1.53M +$97.4K +1,225 +7%
ACP
1082
Ashfield Capital Partners
California
$1.53M -$49.4K -621 -3%
BSWMG
1083
Barrington Strategic Wealth Management Group
Illinois
$1.51M +$11.9K +150 +0.8%
QT
1084
Quantbot Technologies
New York
$1.51M +$1.51M +19,027 New
CCM
1085
Cai Capital Management
New York
$1.51M +$1.51M +18,952 New
MA
1086
Marshwinds Advisory
Georgia
$1.5M -$82.4K -1,036 -5%
AWA
1087
AmeriServ Wealth Advisors
Pennsylvania
$1.5M -$7.55K -95 -0.5%
MAM
1088
Mizuho Asset Management
Japan
$1.5M +$15.1K +190 +1%
FANJ
1089
Financial Architects (New Jersey)
New Jersey
$1.5M +$19.6K +246 +1%
DBIA
1090
Dumont & Blake Investment Advisors
New Jersey
$1.5M – – –
SCM
1091
Stux Capital Management
New York
$1.5M -$644K -8,100 -30%
Mirae Asset Global Investments
1092
Mirae Asset Global Investments
South Korea
$1.49M -$454K -5,711 -23%
FMLI
1093
Fukoku Mutual Life Insurance
Japan
$1.49M – – –
GLI
1094
Guardian Life Insurance
New York
$1.48M +$4.29K +54 +0.3%
SAM
1095
Shamrock Asset Management
Texas
$1.48M -$92.6K -1,165 -6%
ST
1096
Spinnaker Trust
Maine
$1.46M -$3.76M -47,291 -72%
IPRC
1097
Indices-Pac Research Corporation
New Jersey
$1.46M +$439K +5,523 +43%
AssetMark Inc
1098
AssetMark Inc
California
$1.44M +$1.44M +18,106 New
I2I
1099
Insight 2811 Inc
Illinois
$1.43M +$374K +4,700 +35%
TF
1100
Tompkins Financial
New York
$1.42M -$146K -1,835 -9%
42 43
44
45 46