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PepsiCo
PEP

Overview Fund Activity

1,655 hedge funds and large institutions have $88.4B invested in PepsiCo in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 615 increasing their positions, 686 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+133
Holders Change %
+8.74%
% of All Funds
48.07%
Holding in Top 10
188
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.62%
% of All Funds
5.46%
New
187
Increased
615
Reduced
686
Closed
39
Calls
$1.09B
Puts
$693M
Net Calls
+$398M
Net Calls Change
+$247M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
+$329M
2
State Street
State Street
Massachusetts
+$278M
3
Citigroup
Citigroup
New York
+$230M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
5
American Century Companies
American Century Companies
Missouri
+$188M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$787M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$464M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$268M
4
SAC
Smith Affiliated Capital
New York
-$257M
5
BA
BlackRock Advisors
Delaware
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1226
Kayne Anderson Rudnick Investment Management
California
$1.05M – – –
LPT
1227
Legacy Private Trust
Wisconsin
$1.05M +$362K +4,367 +53%
MFS
1228
MSI Financial Services
Massachusetts
$1.04M +$46.4K +559 +5%
AI
1229
Atria Investments
North Carolina
$1.04M -$134K -1,620 -11%
BFC
1230
Blue Fin Capital
Rhode Island
$1.04M +$1.04M +12,530 New
TCM
1231
Texan Capital Management
Texas
$1.03M +$224K +2,700 +28%
MPI
1232
Mairs & Power Inc
Minnesota
$1.03M -$106K -1,275 -9%
FLPIM
1233
F.L. Putnam Investment Management
Massachusetts
$1.03M -$6.8K -82 -0.7%
GIS
1234
Guardian Investor Services
New York
$1.03M -$2.41K -29 -0.2%
AP
1235
Atwood & Palmer
Missouri
$1.02M +$5.39K +65 +0.5%
HA
1236
Hamel Associates
New Jersey
$1M +$1M +12,105 New
IT
1237
Investors Trust
Texas
$1M -$2.97M -37,011 -75%
LNC
1238
Lincoln National Corp
Pennsylvania
$1M +$1M +12,111 New
FAM
1239
Formidable Asset Management
Ohio
$1M +$10K +125 +1%
GC
1240
Grimes & Company
Massachusetts
$1M +$45K +542 +5%
JIC
1241
Joel Isaacson & Co
New York
$999K +$12.4K +150 +1%
ZIC
1242
ZWJ Investment Counsel
Georgia
$999K +$59.8K +721 +6%
FMB
1243
Field & Main Bank
Kentucky
$997K +$997K +12,017 New
CA
1244
Cornerstone Advisors
North Carolina
$995K +$995K +12,000 New
NCMW
1245
Northern Capital Management (Wisconsin)
Wisconsin
$989K -$238K -2,875 -19%
QLMGAA
1246
QS Legg Mason Global Asset Allocation
New York
$986K – – –
Tudor Investment Corp
1247
Tudor Investment Corp
Connecticut
$985K +$985K +11,874 New
B
1248
BancorpSouth
Mississippi
$982K +$72.9K +879 +8%
VCAM
1249
Valentine Capital Asset Management
California
$981K +$60.1K +725 +7%
SSWM
1250
Sheets Smith Wealth Management
North Carolina
$975K -$41.5K -500 -4%
48 49
50
51 52