PEP icon

PepsiCo
PEP

Overview Fund Activity

1,655 hedge funds and large institutions have $88.4B invested in PepsiCo in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 615 increasing their positions, 686 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+133
Holders Change %
+8.74%
% of All Funds
48.07%
Holding in Top 10
188
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.62%
% of All Funds
5.46%
New
187
Increased
615
Reduced
686
Closed
39
Calls
$1.09B
Puts
$693M
Net Calls
+$398M
Net Calls Change
+$247M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
+$329M
2
State Street
State Street
Massachusetts
+$278M
3
Citigroup
Citigroup
New York
+$230M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
5
American Century Companies
American Century Companies
Missouri
+$188M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$787M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$464M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$268M
4
SAC
Smith Affiliated Capital
New York
-$257M
5
BA
BlackRock Advisors
Delaware
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
1101
JFS Wealth Advisors
Pennsylvania
$1.7M +$88.4K +1,066 +5%
TWA
1102
Tillar-Wenstrup Advisors
Ohio
$1.68M +$1.68M +20,216 New
GGPS
1103
Gary Goldberg Planning Services
New York
$1.67M -$94.1K -1,134 -5%
FANJ
1104
Financial Architects (New Jersey)
New Jersey
$1.66M +$102K +1,235 +7%
ANRIA
1105
American National Registered Investment Advisor
Texas
$1.66M -$5.81K -70 -0.3%
NJBEST
1106
New Jersey Better Educational Savings Trust
New Jersey
$1.66M – – –
FDCC
1107
Foster Dykema Cabot & Co
Massachusetts
$1.64M -$123K -1,481 -7%
Arrowstreet Capital
1108
Arrowstreet Capital
Massachusetts
$1.64M +$1.64M +19,741 New
CASB
1109
Cape Ann Savings Bank
Massachusetts
$1.63M -$5.39K -65 -0.3%
HFM
1110
Hartford Financial Management
Connecticut
$1.63M -$21.6K -260 -1%
AAC
1111
Asset Advisors Corp
Georgia
$1.62M -$16.6K -200 -1%
SCIA
1112
Sanibel Captiva Investment Advisers
Illinois
$1.62M +$166K +2,006 +11%
SACTSONJ
1113
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.61M – – –
AWA
1114
AmeriServ Wealth Advisors
Pennsylvania
$1.61M +$41K +494 +3%
SCM
1115
Stux Capital Management
New York
$1.61M +$49.8K +600 +3%
ACP
1116
Ashfield Capital Partners
California
$1.6M +$4.65K +56 +0.3%
LPC
1117
Loeb Partners Corp
New York
$1.6M -$49.8K -600 -3%
HHAA
1118
Henry H. Armstrong Associates
Pennsylvania
$1.6M – – –
MHIM
1119
MacNealy Hoover Investment Management
Ohio
$1.6M +$1.6M +19,285 New
WF
1120
WealthTrust Fairport
Ohio
$1.6M -$16.6K -200 -1%
BPM
1121
Bowling Portfolio Management
Ohio
$1.6M -$15.1K -182 -0.9%
PTC
1122
Private Trust Company
Ohio
$1.59M -$8.54K -103 -0.5%
SKK
1123
Shepherd Kaplan Krochuk
Massachusetts
$1.58M -$93.1K -1,122 -6%
MA
1124
Marshwinds Advisory
Georgia
$1.58M +$12.4K +150 +0.8%
BSWMG
1125
Barrington Strategic Wealth Management Group
Illinois
$1.56M -$14.5K -175 -0.9%
43 44
45
46 47