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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 %
WCA
1301
Westover Capital Advisors
Delaware
$540K -$50.4K -634 -9%
FHB
1302
First Hawaiian Bank
Hawaii
$540K -$34.6K -434 -6%
BDF
1303
Balasa Dinverno & Foltz
$540K -$15.1K -190 -3%
MF
1304
Magnetar Financial
Illinois
$533K +$57K +716 +12%
ECAM
1305
East Coast Asset Management
Massachusetts
$532K -$18.8K -236 -3%
DT
1306
Diversified Trust
Tennessee
$531K +$36.6K +460 +7%
BAM
1307
Burnham Asset Management
New York
$525K +$31.8K +400 +6%
TIM
1308
Tortoise Investment Management
New York
$518K – – –
AT
1309
Arvest Trust
Oklahoma
$516K -$26.5K -333 -5%
KIA
1310
King Investment Advisors
Texas
$515K – – –
AAM
1311
Aureus Asset Management
Massachusetts
$513K -$41.4K -520 -7%
CICI
1312
Capital Investment Counsel Inc
North Carolina
$513K -$7.94K -100 -2%
GI
1313
Glovista Investments
New Jersey
$513K +$3.98K +50 +0.8%
CPO
1314
Cerity Partners OCIO
New York
$507K +$26.4K +332 +5%
RIA
1315
Regal Investment Advisors
Michigan
$506K -$79.8K -1,004 -14%
Dodge & Cox
1316
Dodge & Cox
California
$504K -$55.6K -700 -10%
AF
1317
Allworth Financial
California
$504K -$5.64K -71 -1%
Harris Associates
1318
Harris Associates
Illinois
$501K -$238K -3,000 -32%
DA
1319
Dunvegan Associates
California
$501K – – –
HI
1320
Hudock Inc
Pennsylvania
$501K +$79 +1 +0%
FFSOTS
1321
Fiduciary Financial Services of The Southwest
Texas
$499K +$21K +264 +4%
BAM
1322
Berkshire Asset Management
Pennsylvania
$494K -$761K -9,571 -61%
EWM
1323
Edge Wealth Management
New York
$494K – – –
ANBT
1324
American National Bank & Trust
Texas
$493K – – –
BOS
1325
Bingham Osborn & Scarborough
California
$493K +$7.79K +98 +2%
51 52
53
54 55