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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 %
MPIA
1201
Mountain Pacific Investment Advisers
Idaho
$1.38M -$9.31K -100 -0.7%
CCT
1202
Country Club Trust
Missouri
$1.37M +$16.3K +175 +1%
EGA
1203
E&G Advisors
Texas
$1.37M +$41K +440 +3%
BCM
1204
Boltwood Capital Management
California
$1.36M -$111K -1,189 -8%
SC
1205
Saiers Capital
New York
$1.36M +$1.36M +14,600 New
FAG
1206
Financial Advisory Group
Texas
$1.35M +$1.12K +12 +0.1%
HSA
1207
HBK Sorce Advisory
Pennsylvania
$1.35M +$12.4K +133 +0.9%
WOC
1208
West Oak Capital
California
$1.35M -$19.6K -211 -1%
AAM
1209
Azzad Asset Management
Virginia
$1.34M -$430K -4,620 -24%
CFA
1210
Carroll Financial Associates
North Carolina
$1.34M -$722K -7,473 -35%
LIM
1211
Leavell Investment Management
Alabama
$1.34M +$96.3K +1,035 +8%
ST
1212
Semper Trust
Pennsylvania
$1.34M -$698K -7,500 -34%
Carson Wealth (CWM LLC)
1213
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$811K +8,711 +156%
FAM
1214
Formidable Asset Management
Ohio
$1.31M +$118K +1,236 +10%
SSWM
1215
Smith Salley Wealth Management
North Carolina
$1.31M -$158K -1,695 -11%
TL
1216
Tirschwell & Loewy
New York
$1.31M – – –
RC
1217
Roundview Capital
New Jersey
$1.3M – – –
TSW
1218
Thompson Siegel & Walmsley
Virginia
$1.29M +$91.3K +981 +8%
ACM
1219
Ativo Capital Management
Illinois
$1.29M +$1.29M +13,805 New
SPC
1220
Stewart & Patten Company
California
$1.28M -$255K -2,737 -17%
PG
1221
Proffitt & Goodson
Tennessee
$1.28M +$38.6K +415 +3%
RIM
1222
Regent Investment Management
Kentucky
$1.27M -$461K -4,950 -27%
KT
1223
Kanaly Trust
Texas
$1.27M -$6.33K -68 -0.5%
CD
1224
Carl Domino
Florida
$1.27M -$264K -2,833 -17%
WCM
1225
Wunderlich Capital Managemnt
Tennessee
$1.26M -$26.4K -285 -2%
47 48
49
50 51