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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 %
WSA
1151
Willow Street Advisors
Florida
$1.15M +$7.95K +100 +0.7%
BFG
1152
Beacon Financial Group
Texas
$1.14M +$1.14M +14,257 New
AI
1153
Atria Investments
North Carolina
$1.13M -$127K -1,592 -10%
G
1154
GlobalBridge
Minnesota
$1.12M +$158K +1,990 +16%
ECM
1155
Estabrook Capital Management
New York
$1.12M – – –
FUBT
1156
First United Bank & Trust
Maryland
$1.12M +$86.2K +1,085 +8%
CD
1157
Carl Domino
Florida
$1.11M -$3.97K -50 -0.4%
HSA
1158
HBK Sorce Advisory
Pennsylvania
$1.11M -$1.21M -15,184 -52%
RC
1159
Roundview Capital
New Jersey
$1.11M – – –
IA
1160
Icon Advisers
Colorado
$1.1M +$1.1M +13,800 New
ASN
1161
Advisory Services Network
Georgia
$1.1M +$60.5K +761 +6%
HCM
1162
Hutchinson Capital Management
California
$1.09M -$55.6K -700 -5%
ITIM
1163
Indiana Trust & Investment Management
Indiana
$1.09M -$14.3K -180 -1%
KCM
1164
KSA Capital Management
New Jersey
$1.09M – – –
MPI
1165
Mairs & Power Inc
Minnesota
$1.09M +$4.93K +62 +0.5%
GCM
1166
Geneva Capital Management
Wisconsin
$1.09M +$30.5K +384 +3%
AAM
1167
Autus Asset Management
Arizona
$1.08M -$59.6K -750 -5%
MMLI
1168
Massachusetts Mutual Life Insurance
Massachusetts
$1.08M +$435K +5,478 +68%
TSW
1169
Thompson Siegel & Walmsley
Virginia
$1.07M -$19.9K -250 -2%
CCT
1170
Country Club Trust
Missouri
$1.06M +$22.1K +278 +2%
HCMNY
1171
Howard Capital Management (New York)
New York
$1.06M -$7.95K -100 -0.7%
SG
1172
Somerset Group
Minnesota
$1.06M – – –
LIM
1173
Leavell Investment Management
Alabama
$1.06M -$15.9K -200 -1%
SOAMC
1174
Spirit of America Management Corp
New York
$1.05M – – –
CCM
1175
Chickasaw Capital Management
Tennessee
$1.05M +$141K +1,775 +16%
45 46
47
48 49