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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 %
MCM
1076
Manchester Capital Management
Vermont
$2.09M +$32.9K +354 +2%
NAMP
1077
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.09M – – –
MPAM
1078
Murphy Pohlad Asset Management
Minnesota
$2.08M +$44.2K +475 +2%
TSWM
1079
Triangle Securities Wealth Management
North Carolina
$2.08M – – –
WA
1080
WFG Advisors
Texas
$2.08M -$20.8K -223 -1%
CCG
1081
Chatham Capital Group
Georgia
$2.06M +$210K +2,251 +11%
CCM
1082
Coldstream Capital Management
Washington
$2.05M +$47.5K +510 +2%
LPT
1083
Legacy Private Trust
Wisconsin
$2.05M +$53.1K +570 +3%
Westfield Capital Management
1084
Westfield Capital Management
Massachusetts
$2.04M +$163K +1,750 +9%
FFC
1085
First Financial Corp
Indiana
$2.03M -$327K -3,515 -14%
WF
1086
WealthTrust Fairport
Ohio
$2.02M – – –
AT
1087
Arden Trust
Delaware
$2M -$2.98K -32 -0.1%
FA
1088
FDx Advisors
Illinois
$1.99M +$284K +3,053 +17%
LIM
1089
Loudon Investment Management
New Hampshire
$1.99M -$37.2K -400 -2%
SCA
1090
Stonebridge Capital Advisors
Minnesota
$1.99M -$8.94K -96 -0.4%
SAM
1091
Shamrock Asset Management
Texas
$1.98M -$33.2K -357 -2%
PFM
1092
PacWest Financial Management
Arizona
$1.97M +$55.4K +595 +3%
GP
1093
Girard Partners
Pennsylvania
$1.97M +$63.9K +686 +3%
TNB
1094
Thomasville National Bank
Georgia
$1.96M -$101K -1,086 -5%
OIM
1095
Opus Investment Management
Massachusetts
$1.96M +$931K +10,000 +91%
AB
1096
Atlas Brown
Kentucky
$1.95M -$136K -1,466 -7%
DR
1097
Davis Rea
Ontario, Canada
$1.94M -$14K -150 -0.7%
HCM
1098
Hodges Capital Management
Texas
$1.94M +$54.5K +585 +3%
AP
1099
Advisor Partners
California
$1.93M +$50.7K +545 +3%
TCM
1100
Telos Capital Management
California
$1.93M +$83K +892 +4%
42 43
44
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