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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 %
ITIM
1126
Indiana Trust & Investment Management
Indiana
$1.8M -$28K -301 -2%
CASB
1127
Cape Ann Savings Bank
Massachusetts
$1.8M -$9.31K -100 -0.5%
LPC
1128
Loeb Partners Corp
New York
$1.8M – – –
JWA
1129
JFS Wealth Advisors
Pennsylvania
$1.8M -$53.7K -577 -3%
MFIMFI
1130
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.8M -$16.9K -182 -0.9%
HFM
1131
Hartford Financial Management
Connecticut
$1.79M +$14K +150 +0.8%
KIG
1132
Kovitz Investment Group
Illinois
$1.79M -$4.65K -50 -0.3%
BMM
1133
Buffington Mohr McNeal
Idaho
$1.79M -$97.7K -1,050 -5%
CIM
1134
CIM Investment Management
Pennsylvania
$1.78M -$82.2K -883 -4%
OMCS
1135
Old Mutual Customised Solutions
South Africa
$1.78M -$354K -3,800 -17%
Victory Capital Management
1136
Victory Capital Management
Texas
$1.77M -$254K -2,732 -13%
MA
1137
Marshwinds Advisory
Georgia
$1.75M -$14K -150 -0.8%
PC
1138
Pecaut & Co
Iowa
$1.74M – – –
MGIA
1139
Moneta Group Investment Advisors
Missouri
$1.74M +$164K +1,757 +10%
ST
1140
Spinnaker Trust
Maine
$1.74M +$14.1K +151 +0.8%
MAM
1141
Mizuho Asset Management
Japan
$1.73M -$154K -1,657 -8%
FB
1142
Fulton Bank
Pennsylvania
$1.72M -$126K -1,352 -7%
HK
1143
Horizon Kinetics
New York
$1.72M – – –
VNB
1144
Valley National Bancorp
New York
$1.72M – – –
RH
1145
Rayner & Haynor
California
$1.71M – – –
TWA
1146
TCI Wealth Advisors
Arizona
$1.71M +$586K +6,300 +52%
HWA
1147
Heritage Wealth Advisors
Virginia
$1.7M -$3.63K -39 -0.2%
BPM
1148
Bowling Portfolio Management
Ohio
$1.69M -$16.8K -180 -1%
MM
1149
Midas Management
New York
$1.68M – – –
RT
1150
Reliance Trust
Georgia
$1.67M -$18.3K -197 -1%
44 45
46
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