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PepsiCo
PEP

Overview Fund Activity

1,644 hedge funds and large institutions have $88.6B invested in PepsiCo in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 690 increasing their positions, 718 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-11
Holders Change %
-0.66%
% of All Funds
47.51%
Holding in Top 10
184
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.13%
% of All Funds
5.32%
New
76
Increased
690
Reduced
718
Closed
71
Calls
$853M
Puts
$623M
Net Calls
+$230M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.16B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$227M
3
Franklin Resources
Franklin Resources
California
+$213M
4
UBS AM
UBS AM
Illinois
+$184M
5
JHIU
Janus Henderson Investors US
Colorado
+$148M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.19B
2
State Street
State Street
Massachusetts
-$454M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$417M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$351M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMAM
1101
Legg Mason Asset Management
Japan
$1.67M -$184K -2,200 -10%
HI
1102
Horizon Investments
North Carolina
$1.67M +$315K +3,770 +23%
CA
1103
Cornerstone Advisors
North Carolina
$1.67M +$668K +8,000 +67%
BP
1104
Banyan Partners
Florida
$1.67M -$125K -1,492 -7%
BA
1105
Bennicas & Associates
California
$1.67M -$75.1K -900 -4%
MPWT
1106
MassMutual Private Wealth & Trust
Connecticut
$1.66M +$469K +5,622 +39%
FDCC
1107
Foster Dykema Cabot & Co
Massachusetts
$1.66M +$4.17K +50 +0.3%
FANJ
1108
Financial Architects (New Jersey)
New Jersey
$1.66M -$17.2K -206 -1%
FB
1109
Fulton Bank
Pennsylvania
$1.65M -$82K -982 -5%
CYG
1110
Clean Yield Group
Vermont
$1.64M +$946K +11,327 +136%
GGPS
1111
Gary Goldberg Planning Services
New York
$1.64M -$41.9K -502 -2%
HFM
1112
Hartford Financial Management
Connecticut
$1.64M – – –
MFIMFI
1113
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.64M +$1.64M +19,608 New
MAM
1114
Mizuho Asset Management
Japan
$1.64M +$75.4K +903 +5%
CASB
1115
Cape Ann Savings Bank
Massachusetts
$1.63M -$10.4K -125 -0.6%
JWA
1116
JFS Wealth Advisors
Pennsylvania
$1.63M -$78.5K -940 -5%
SACTSONJ
1117
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.62M – – –
MHIM
1118
MacNealy Hoover Investment Management
Ohio
$1.62M +$8.35K +100 +0.5%
LPC
1119
Loeb Partners Corp
New York
$1.61M – – –
VIA
1120
Vantage Investment Advisors
Pennsylvania
$1.61M +$251K +3,002 +18%
HHAA
1121
Henry H. Armstrong Associates
Pennsylvania
$1.61M – – –
WS
1122
Wedbush Securities
California
$1.6M +$49.9K +597 +3%
ACP
1123
Ashfield Capital Partners
California
$1.6M -$12.5K -150 -0.8%
BPM
1124
Bowling Portfolio Management
Ohio
$1.59M -$16K -191 -1%
SKK
1125
Shepherd Kaplan Krochuk
Massachusetts
$1.59M – – –
43 44
45
46 47