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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 %
PG
1176
Proffitt & Goodson
Tennessee
$1.04M +$18.3K +230 +2%
HR
1177
Howe & Rusling
New York
$1.04M -$411K -5,118 -28%
RB
1178
Rodgers Brothers
Pennsylvania
$1.04M +$55.7K +700 +6%
HI
1179
Horizon Investments
North Carolina
$1.04M +$289K +3,640 +39%
SSG
1180
Summit Securities Group
New York
$1.03M -$733K -9,217 -42%
WSC
1181
Wellington Shields & Co
New York
$1.02M – – –
FAG
1182
Financial Advisory Group
Texas
$1.01M – – –
Kayne Anderson Rudnick Investment Management
1183
Kayne Anderson Rudnick Investment Management
California
$1M -$49.3K -620 -5%
BFEC
1184
Benjamin F. Edwards & Company
Missouri
$1M +$121K +1,527 +14%
BSW
1185
Buckingham Strategic Wealth
Missouri
$995K +$27K +339 +3%
FLPIM
1186
F.L. Putnam Investment Management
Massachusetts
$989K -$21.5K -270 -2%
GIS
1187
Guardian Investor Services
New York
$985K -$11.4K -143 -1%
FAM
1188
Formidable Asset Management
Ohio
$983K +$983K +12,354 New
NCM
1189
Northroad Capital Management
New York
$981K -$140K -1,761 -12%
SG
1190
Swarthmore Group
Pennsylvania
$980K +$175K +2,200 +22%
SSWM
1191
Sheets Smith Wealth Management
North Carolina
$975K -$9.54K -120 -1%
AP
1192
Atwood & Palmer
Missouri
$970K – – –
TWA
1193
TCI Wealth Advisors
Arizona
$961K -$5.09K -64 -0.5%
MFS
1194
MSI Financial Services
Massachusetts
$956K -$24.8K -312 -3%
IIM
1195
Intact Investment Management
Quebec, Canada
$954K +$572K +7,200 +150%
QLMGAA
1196
QS Legg Mason Global Asset Allocation
New York
$945K +$37.2K +468 +4%
JIC
1197
Joel Isaacson & Co
New York
$945K +$143K +1,800 +18%
TNB
1198
Thomasville National Bank
Georgia
$944K +$944K +11,878 New
NFGCM
1199
Norman Fields Gottscho Capital Management
New York
$927K -$75.1K -945 -7%
HEIP
1200
Hudson Edge Investment Partners
New Jersey
$917K -$58.8K -740 -6%
46 47
48
49 50