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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 %
GC
1201
Grimes & Company
Massachusetts
$915K -$23.1K -291 -2%
RC
1202
Riversville Capital
Connecticut
$915K – – –
IAS
1203
IMA Advisory Services
Colorado
$912K – – –
BCM
1204
Becker Capital Management
Oregon
$903K -$1.59K -20 -0.2%
ZIC
1205
ZWJ Investment Counsel
Georgia
$900K -$90.2K -1,134 -9%
ACP
1206
Aviance Capital Partners
Florida
$895K -$3.98K -50 -0.4%
SBWIC
1207
Schaper Benz & Wise Investment Counsel
Wisconsin
$886K – – –
CMANY
1208
Capital Management Associates (New York)
New York
$885K -$19.9K -250 -2%
VCAM
1209
Valentine Capital Asset Management
California
$882K -$46.5K -585 -5%
SC
1210
StellarOne Corp
Virginia
$880K -$11.7K -147 -1%
Fuller & Thaler Asset Management
1211
Fuller & Thaler Asset Management
California
$878K +$159K +2,000 +22%
SWA
1212
SFMG Wealth Advisors
Texas
$875K -$13.9K -175 -2%
B
1213
BancorpSouth
Mississippi
$871K +$54.4K +685 +7%
ICOM
1214
Investment Counselors of Maryland
Maryland
$867K -$75.6K -950 -8%
BP
1215
BBR Partners
New York
$865K +$3.97K +50 +0.5%
CBN
1216
Cadence Bank NA
Texas
$863K +$6.12K +77 +0.7%
MIM
1217
Merit Investment Management
Delaware
$858K – – –
FC
1218
Fairpointe Capital
Illinois
$855K +$298K +3,750 +54%
KCM
1219
Kames Capital Management
United Kingdom
$855K – – –
LCS
1220
Levin Capital Strategies
New York
$853K – – –
DMC
1221
Drexel Morgan & Co
Pennsylvania
$852K – – –
FC
1222
Fayerweather Charles
$847K -$5.96K -75 -0.7%
HB
1223
Homrich & Berg
Georgia
$829K +$38.4K +483 +5%
DWT
1224
Dorsey & Whitney Trust
South Dakota
$819K +$210K +2,639 +35%
BP
1225
Ballentine Partners
Massachusetts
$814K +$257K +3,232 +46%
47 48
49
50 51