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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 %
NSIM
1151
North Star Investment Management
Illinois
$1.44M -$7.68K -92 -0.5%
SPC
1152
Stewart & Patten Company
California
$1.43M -$94K -1,126 -6%
CNAM
1153
Campbell Newman Asset Management
Wisconsin
$1.43M -$9.03M -108,112 -86%
NJBEST
1154
New Jersey Better Educational Savings Trust
New Jersey
$1.42M -$251K -3,000 -15%
MGIA
1155
Moneta Group Investment Advisors
Missouri
$1.42M -$20.9K -250 -1%
FUBT
1156
First United Bank & Trust
Maryland
$1.41M +$95.7K +1,146 +7%
HR
1157
Howe & Rusling
New York
$1.41M +$222K +2,660 +19%
I2I
1158
Insight 2811 Inc
Illinois
$1.39M -$157K -1,886 -10%
AssetMark Inc
1159
AssetMark Inc
California
$1.39M -$54K -647 -4%
IA
1160
Icon Advisers
Colorado
$1.39M – – –
GCM
1161
Geneva Capital Management
Wisconsin
$1.38M -$33.4K -400 -2%
GIP
1162
Greatmark Investment Partners
Georgia
$1.37M +$2.09K +25 +0.2%
CO
1163
Caldwell & Orkin
Georgia
$1.37M – – –
Westfield Capital Management
1164
Westfield Capital Management
Massachusetts
$1.37M +$105K +1,260 +8%
AIM
1165
Aspen Investment Management
Michigan
$1.36M +$5.43K +65 +0.4%
SNBOSCI
1166
Security National Bank of Sioux City Iowa
Iowa
$1.36M +$3.34K +40 +0.2%
BHBT
1167
Burke & Herbert Bank & Trust
Virginia
$1.36M +$41.7K +500 +3%
FMP
1168
Financial Management Professionals
Texas
$1.35M – – –
SNBOSD
1169
Security National Bank of So Dak
Iowa
$1.34M -$12.5K -150 -0.9%
LSV Asset Management
1170
LSV Asset Management
Illinois
$1.34M – – –
TL
1171
Tirschwell & Loewy
New York
$1.33M -$66.8K -800 -5%
BCM
1172
Boltwood Capital Management
California
$1.32M -$10K -120 -0.8%
PFC
1173
Phocas Financial Corp
California
$1.32M +$37K +443 +3%
FCIM
1174
Fairview Capital Investment Management
California
$1.32M -$11.9K -143 -0.9%
TF
1175
Tompkins Financial
New York
$1.31M -$174K -2,087 -12%
45 46
47
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