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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 %
WI
1276
Wedgewood Investors
Pennsylvania
$605K +$15.9K +200 +3%
P
1277
Pitcairn
Pennsylvania
$604K -$46.5K -585 -7%
HBWM
1278
Hollow Brook Wealth Management
New York
$603K – – –
NC
1279
Nicholas Company
Wisconsin
$596K -$159K -2,000 -21%
UR
1280
USCA RIA
Texas
$596K -$157K -1,970 -21%
BCM
1281
BBT Capital Management
Texas
$595K -$39.9K -502 -6%
JGUA
1282
John G. Ullman & Associates
New York
$595K +$103K +1,300 +21%
CC
1283
Cadinha & Co
Hawaii
$584K – – –
ZAM
1284
Zevin Asset Management
Massachusetts
$582K – – –
WA
1285
WealthTrust Axiom
Pennsylvania
$581K +$318 +4 +0.1%
BJL
1286
Brighton Jones LLC
Washington
$580K +$30.2K +380 +5%
HRIA
1287
Haberer Registered Investment Advisor
Ohio
$579K -$429K -5,400 -43%
SAMC
1288
Shinko Asset Management Company
Japan
$579K -$31.8K -400 -5%
FPCM
1289
Financial Partners Capital Management
New York
$575K – – –
CCMG
1290
Clark Capital Management Group
Pennsylvania
$572K -$12.3K -155 -2%
AFC
1291
AFT Forsyth & Company
Florida
$572K +$49.7K +625 +10%
VKH
1292
Virtu KCG Holdings
New York
$572K +$572K +7,198 New
ECM
1293
Endex Capital Management
Kansas
$571K – – –
BCM
1294
Brown Capital Management
Maryland
$570K -$2.7K -34 -0.5%
GAM
1295
Gould Asset Management
California
$565K -$1.35K -17 -0.2%
MIC
1296
MU Investments Company
Japan
$553K -$136K -1,700 -20%
IH
1297
IFC Holdings
Florida
$549K +$98.3K +1,237 +22%
ALA
1298
Atherton Lane Advisers
California
$548K -$50.2K -632 -8%
Manulife (Manufacturers Life Insurance)
1299
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$546K -$24.5K -308,468 -4%
JAM
1300
Jolley Asset Management
North Carolina
$545K +$6.05K +76 +1%
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