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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 %
SRC
1326
Shufro Rose & Co
New York
$673K -$8.35K -100 -1%
CFA
1327
CT Financial Advisors
Pennsylvania
$672K +$672K +7,026 New
TSBJ
1328
Trevor, Stewart, Burton & Jacobsen
New York
$668K -$234K -2,800 -26%
EGA
1329
E&G Advisors
Texas
$662K -$66.8K -800 -9%
CAM
1330
Congress Asset Management
Massachusetts
$661K -$34.7K -416 -5%
PCM
1331
Perritt Capital Management
Illinois
$659K -$1.25K -15 -0.2%
QC
1332
QCM Cayman
Texas
$659K +$659K +7,894 New
HCM
1333
Harvest Capital Management
New Hampshire
$653K -$50.1K -600 -7%
PP
1334
Paloma Partners
Connecticut
$652K -$3.58M -42,862 -85%
GAM
1335
Gould Asset Management
California
$648K +$79.7K +955 +14%
EIA
1336
Edgemoor Investment Advisors
Maryland
$646K -$1.25K -15 -0.2%
Harris Associates
1337
Harris Associates
Illinois
$643K – – –
DAM
1338
Doheny Asset Management
California
$641K – – –
SFI
1339
SPC Financial Inc
Maryland
$639K -$22.5K -270 -3%
IH
1340
IFC Holdings
Florida
$639K +$87.8K +1,064 +16%
UR
1341
USCA RIA
Texas
$637K +$18K +215 +3%
WI
1342
Wedgewood Investors
Pennsylvania
$631K -$4.17K -50 -0.7%
WA
1343
WealthTrust Axiom
Pennsylvania
$631K +$751 +9 +0.1%
UBWV
1344
United Bank (West Virginia)
West Virginia
$629K -$46.1K -553 -7%
NC
1345
Nicholas Company
Wisconsin
$626K – – –
CCA
1346
Catalyst Capital Advisors
New York
$626K +$626K +7,500 New
YP
1347
Yellowstone Partners
Idaho
$618K +$264K +3,158 +74%
ZAM
1348
Zevin Asset Management
Massachusetts
$612K – – –
KIA
1349
King Investment Advisors
Texas
$612K +$66.8K +800 +12%
SC
1350
Stralem & Co
New York
$610K -$75.2K -900 -11%
52 53
54
55 56