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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 %
BSWMG
1176
Barrington Strategic Wealth Management Group
Illinois
$1.5M -$60K -645 -4%
SNBOSD
1177
Security National Bank of So Dak
Iowa
$1.5M -$2.24K -24 -0.1%
LNC
1178
Lincoln National Corp
Pennsylvania
$1.49M +$153K +1,648 +11%
TF
1179
Tompkins Financial
New York
$1.49M -$15.8K -170 -1%
PFC
1180
Phocas Financial Corp
California
$1.49M +$20.4K +219 +1%
ACM
1181
Aviance Capital Management
Florida
$1.49M +$370K +3,979 +33%
MCTIC
1182
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.48M -$21.9K -235 -1%
CWM
1183
Calamos Wealth Management
Illinois
$1.47M +$1.47M +15,825 New
TYCC
1184
Texas Yale Capital Corp
Florida
$1.47M +$511K +5,491 +54%
BHBT
1185
Burke & Herbert Bank & Trust
Virginia
$1.46M -$52.6K -565 -3%
FCIM
1186
Fairview Capital Investment Management
California
$1.45M – – –
CWM
1187
Concert Wealth Management
California
$1.45M +$21.4K +231 +2%
LSV Asset Management
1188
LSV Asset Management
Illinois
$1.44M – – –
MFS
1189
MSI Financial Services
Massachusetts
$1.44M +$318K +3,421 +28%
CIC
1190
Chilton Investment Company
Connecticut
$1.44M +$1.44M +15,485 New
BS
1191
Bessemer Securities
New York
$1.44M +$78.5K +843 +6%
WAS
1192
Winch Advisory Services
Wisconsin
$1.44M +$1.41M +15,107 +4,116%
SFP
1193
Santa Fe Partners
New Mexico
$1.43M +$1.43M +15,349 New
PRA
1194
Parametric Risk Advisors
Connecticut
$1.42M – – –
SIMM
1195
Stillwater Investment Management (Minnesota)
Minnesota
$1.42M +$19.9K +214 +1%
SDJVC
1196
St. Denis J. Villere & Co
Louisiana
$1.41M – – –
I2I
1197
Insight 2811 Inc
Illinois
$1.41M -$9.31K -100 -0.7%
CL
1198
CPWM LLC
Washington
$1.4M -$8K -86 -0.6%
SLG
1199
Stanley-Laman Group
Pennsylvania
$1.38M +$18.6K +200 +1%
RMCM
1200
Reynders McVeigh Capital Management
Massachusetts
$1.38M +$95.9K +1,030 +7%
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