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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 %
GIM
1226
Guardian Investment Management
California
$1.25M – – –
PRCM
1227
Pine River Capital Management
Minnesota
$1.25M +$1.25M +13,421 New
FAAM
1228
First Allied Asset Management
California
$1.25M +$123K +1,322 +11%
SJIM
1229
St. Johns Investment Management
Florida
$1.24M -$5.12K -55 -0.4%
TCM
1230
Texan Capital Management
Texas
$1.23M +$40.8K +438 +3%
SOAMC
1231
Spirit of America Management Corp
New York
$1.23M – – –
WSC
1232
Wellington Shields & Co
New York
$1.23M – – –
HR
1233
Howe & Rusling
New York
$1.23M -$91.2K -980 -7%
ZIC
1234
ZWJ Investment Counsel
Georgia
$1.22M -$3.63K -39 -0.3%
AI
1235
Atria Investments
North Carolina
$1.21M +$30K +322 +3%
CCM
1236
Chickasaw Capital Management
Tennessee
$1.2M +$32.6K +350 +3%
MPI
1237
Mairs & Power Inc
Minnesota
$1.2M +$10.8K +116 +0.9%
DD
1238
Dominick & Dominick
New York
$1.19M -$64.5K -693 -5%
FMB
1239
Field & Main Bank
Kentucky
$1.19M +$6.98K +75 +0.6%
BJL
1240
Brighton Jones LLC
Washington
$1.19M +$375K +4,032 +46%
DWT
1241
Dorsey & Whitney Trust
South Dakota
$1.18M +$228K +2,455 +24%
ANBTV
1242
American National Bank & Trust (Virginia)
Virginia
$1.18M -$158K -1,695 -12%
IA
1243
Icon Advisers
Colorado
$1.16M -$382K -4,100 -25%
CFMC
1244
Curbstone Financial Management Corp
New Hampshire
$1.16M -$53.5K -575 -4%
TRCT
1245
Tower Research Capital (TRC)
New York
$1.16M +$1.15M +12,308 +6,993%
BSW
1246
Buckingham Strategic Wealth
Missouri
$1.16M -$4.65K -50 -0.4%
AP
1247
Atwood & Palmer
Missouri
$1.16M +$1.11M +11,915 +2,383%
SSG
1248
Summit Securities Group
New York
$1.15M +$409K +4,400 +55%
Dodge & Cox
1249
Dodge & Cox
California
$1.15M +$626K +6,720 +119%
NGA
1250
Naples Global Advisors
Florida
$1.15M +$5.03K +54 +0.4%
48 49
50
51 52