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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 %
SBWM
1101
Sunflower Bank Wealth Management
Arizona
$1.42M -$1.19K -15 -0.1%
LCM
1102
LVM Capital Management
Michigan
$1.42M – – –
WIM
1103
Waverton Investment Management
United Kingdom
$1.41M +$1.41M +1,405,000 New
CFA
1104
Carroll Financial Associates
North Carolina
$1.41M -$15.3K -192 -1%
FFC
1105
First Financial Corp
Indiana
$1.4M +$31.5K +397 +2%
SCIA
1106
Sanibel Captiva Investment Advisers
Illinois
$1.39M +$206K +2,586 +17%
FMP
1107
Financial Management Professionals
Texas
$1.37M -$8.91K -112 -0.6%
BCMO
1108
Buckingham Capital Management (Ohio)
Ohio
$1.37M -$17.1K -213 -1%
CCG
1109
Chatham Capital Group
Georgia
$1.37M +$45.4K +571 +3%
DR
1110
Davis Rea
Ontario, Canada
$1.36M +$188K +2,360 +16%
MGIA
1111
Moneta Group Investment Advisors
Missouri
$1.34M +$12.1K +152 +0.9%
SIG
1112
Sky Investment Group
Connecticut
$1.34M +$1.34M +16,896 New
AP
1113
Advisor Partners
California
$1.33M +$267K +3,364 +25%
TL
1114
Tirschwell & Loewy
New York
$1.33M – – –
CBB
1115
Citizens Business Bank
California
$1.32M +$970K +12,208 +279%
TCM
1116
Telos Capital Management
California
$1.31M +$115K +1,442 +10%
GIP
1117
Greatmark Investment Partners
Georgia
$1.3M -$3.98K -50 -0.3%
PFC
1118
Phocas Financial Corp
California
$1.3M +$497K +6,258 +62%
SAM
1119
Sawgrass Asset Management
Florida
$1.3M -$49.7K -625 -4%
BCM
1120
Boltwood Capital Management
California
$1.29M +$31.8K +400 +3%
ACM
1121
Alpha Capital Management
Texas
$1.29M -$20.5K -258 -2%
JIM
1122
Jupiter Investment Management
United Kingdom
$1.29M +$1.29M +16,200 New
SNBOSCI
1123
Security National Bank of Sioux City Iowa
Iowa
$1.29M +$43K +541 +3%
TSBJ
1124
Trevor, Stewart, Burton & Jacobsen
New York
$1.28M -$2.39K -30 -0.2%
FCIM
1125
Fairview Capital Investment Management
California
$1.28M – – –
43 44
45
46 47