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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 %
MCTIC
1176
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.31M – – –
HCC
1177
Hirtle Callaghan & Co
Pennsylvania
$1.3M -$400K -4,793 -24%
CIC
1178
Chilton Investment Company
Connecticut
$1.29M -$1.43M -17,112 -52%
ANBTV
1179
American National Bank & Trust (Virginia)
Virginia
$1.28M +$8.35K +100 +0.7%
DD
1180
Dominick & Dominick
New York
$1.27M -$31.9K -382 -2%
NCM
1181
Narwhal Capital Management
Georgia
$1.27M – – –
CWM
1182
Concert Wealth Management
California
$1.27M +$45.7K +553 +4%
SDJVC
1183
St. Denis J. Villere & Co
Louisiana
$1.25M -$12.5K -150 -1%
GIM
1184
Guardian Investment Management
California
$1.25M – – –
MPIA
1185
Mountain Pacific Investment Advisers
Idaho
$1.24M – – –
CA
1186
Cetera Advisors
Colorado
$1.24M -$322K -3,870 -21%
SIMM
1187
Stillwater Investment Management (Minnesota)
Minnesota
$1.24M +$1.92K +23 +0.2%
KT
1188
Kanaly Trust
Texas
$1.24M +$6.52K +78 +0.5%
FC
1189
Fairpointe Capital
Illinois
$1.24M +$271K +3,250 +28%
SLG
1190
Stanley-Laman Group
Pennsylvania
$1.22M +$89.7K +1,075 +8%
WOC
1191
West Oak Capital
California
$1.22M -$2.09K -25 -0.2%
HB
1192
Homrich & Berg
Georgia
$1.22M +$408K +4,887 +51%
FAG
1193
Financial Advisory Group
Texas
$1.21M -$29.7K -356 -2%
HSA
1194
HBK Sorce Advisory
Pennsylvania
$1.18M -$26.4K -316 -2%
RC
1195
Roundview Capital
New Jersey
$1.17M – – –
CL
1196
CPWM LLC
Washington
$1.17M +$20.9K +250 +2%
ITIM
1197
Indiana Trust & Investment Management
Indiana
$1.17M +$25.2K +302 +2%
RC
1198
RegentAtlantic Capital
New Jersey
$1.16M -$36.6K -438 -3%
WCM
1199
Wunderlich Capital Managemnt
Tennessee
$1.16M +$34.5K +415 +3%
CCT
1200
Country Club Trust
Missouri
$1.16M +$56.8K +680 +5%
46 47
48
49 50