PEP icon

PepsiCo
PEP

Overview Fund Activity

1,644 hedge funds and large institutions have $88.6B invested in PepsiCo in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 690 increasing their positions, 718 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-11
Holders Change %
-0.66%
% of All Funds
47.51%
Holding in Top 10
184
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.13%
% of All Funds
5.32%
New
76
Increased
690
Reduced
718
Closed
71
Calls
$853M
Puts
$623M
Net Calls
+$230M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.16B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$227M
3
Franklin Resources
Franklin Resources
California
+$213M
4
UBS AM
UBS AM
Illinois
+$184M
5
JHIU
Janus Henderson Investors US
Colorado
+$148M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.19B
2
State Street
State Street
Massachusetts
-$454M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$417M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$351M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1301
Cobiz Wealth
Colorado
$756K -$4.24M -50,733 -85%
BJL
1302
Brighton Jones LLC
Washington
$755K +$14.3K +171 +2%
Cohen & Steers
1303
Cohen & Steers
New York
$752K – – –
QLMGAA
1304
QS Legg Mason Global Asset Allocation
New York
$750K -$242K -2,901 -24%
NAMA
1305
Nikko Asset Management Americas
New York
$738K -$49.8K -600 -6%
FNBSF
1306
First National Bank Sioux Falls
South Dakota
$730K +$30.2K +362 +4%
VCP
1307
Vista Capital Partners
Oregon
$729K -$1.75K -21 -0.2%
SC
1308
Savant Capital
Illinois
$727K +$9.44K +113 +1%
GLI
1309
Guardian Life Insurance
New York
$721K -$5.76K -69 -0.8%
DWT
1310
Dorsey & Whitney Trust
South Dakota
$714K -$146K -1,743 -17%
PAWC
1311
P.A.W. Capital
Connecticut
$701K +$117K +1,400 +20%
HBWM
1312
Hollow Brook Wealth Management
New York
$700K -$16.7K -200 -2%
NCM
1313
Northroad Capital Management
New York
$699K -$206K -2,461 -23%
ACM
1314
Aviance Capital Management
Florida
$697K +$586K +7,014 +526%
CPA
1315
Court Place Advisors
Maryland
$695K -$8.34K -100 -1%
AA
1316
ALPS Advisors
Colorado
$694K +$138K +1,652 +25%
BOS
1317
Bank of Stockton
California
$692K -$77.7K -930 -10%
LWA
1318
Lenox Wealth Advisors
New York
$691K +$169K +2,034 +32%
PNAA
1319
Pictet North America Advisors
Switzerland
$690K +$104K +1,250 +18%
FCCM
1320
First City Capital Management
Georgia
$685K +$83 +1 +0%
WIL
1321
Winifred I. Li
$685K -$424K -5,075 -38%
VIMU
1322
Veritas Investment Management (UK)
United Kingdom
$685K – – –
PFC
1323
Poplar Forest Capital
California
$681K – – –
PFS
1324
Prospera Financial Services
Texas
$680K +$24.1K +310 +4%
BP
1325
BBR Partners
New York
$676K – – –
51 52
53
54 55