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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 %
ASN
1126
Advisory Services Network
Georgia
$1.59M +$256K +3,063 +19%
MA
1127
Marshwinds Advisory
Georgia
$1.59M -$4.84K -58 -0.3%
CFA
1128
Carroll Financial Associates
North Carolina
$1.58M +$115K +1,381 +8%
MSU
1129
Maple Securities USA
New Jersey
$1.58M -$472K -5,655 -23%
BCMO
1130
Buckingham Capital Management (Ohio)
Ohio
$1.56M +$70.1K +840 +5%
RH
1131
Rayner & Haynor
California
$1.56M – – –
PC
1132
Pecaut & Co
Iowa
$1.56M -$175K -2,100 -10%
SCM
1133
Siphron Capital Management
California
$1.55M -$340K -4,070 -18%
TCM
1134
Telos Capital Management
California
$1.55M +$142K +1,705 +10%
AAM
1135
Azzad Asset Management
Virginia
$1.55M -$246K -2,952 -14%
AP
1136
Advisor Partners
California
$1.54M +$34.1K +408 +2%
HK
1137
Horizon Kinetics
New York
$1.54M -$449K -5,382 -23%
CCG
1138
Chatham Capital Group
Georgia
$1.54M +$91.9K +1,101 +6%
SCM
1139
Stux Capital Management
New York
$1.54M -$83.5K -1,000 -5%
PTC
1140
Private Trust Company
Ohio
$1.54M -$68.4K -819 -4%
HWA
1141
Heritage Wealth Advisors
Virginia
$1.53M -$279K -3,343 -15%
SAS
1142
Sarbit Advisory Services
Manitoba, Canada
$1.53M +$1.53M +15,000 New
SIC
1143
Shoker Investment Counsel
Ohio
$1.52M -$10.8K -129 -0.7%
BSWMG
1144
Barrington Strategic Wealth Management Group
Illinois
$1.52M -$58.8K -704 -4%
MM
1145
Midas Management
New York
$1.5M – – –
VNB
1146
Valley National Bancorp
New York
$1.5M -$25.9K -310 -2%
SBWM
1147
Sunflower Bank Wealth Management
Arizona
$1.49M -$1.67K -20 -0.1%
LCM
1148
LVM Capital Management
Michigan
$1.49M -$16.7K -200 -1%
SAM
1149
Sawgrass Asset Management
Florida
$1.45M +$78.1K +935 +6%
DBIA
1150
Dumont & Blake Investment Advisors
New Jersey
$1.45M -$27K -323 -2%
44 45
46
47 48