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PepsiCo
PEP

Overview Fund Activity

1,662 hedge funds and large institutions have $95.8B invested in PepsiCo in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 652 increasing their positions, 735 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,662
Holders Change
+18
Holders Change %
+1.09%
% of All Funds
47.8%
Holding in Top 10
209
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+13.59%
% of All Funds
6.01%
New
71
Increased
652
Reduced
735
Closed
44
Calls
$848M
Puts
$614M
Net Calls
+$234M
Net Calls Change
+$3.68M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.04B
2
Franklin Resources
Franklin Resources
California
+$375M
3
Millennium Management
Millennium Management
New York
+$199M
4
Citadel Advisors
Citadel Advisors
Florida
+$175M
5
Morgan Stanley
Morgan Stanley
New York
+$170M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$297M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$292M
3
American Century Companies
American Century Companies
Missouri
-$245M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$215M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
IH
1326
IFC Holdings
Florida
$767K +$78.1K +878 +11%
AWA
1327
AmeriServ Wealth Advisors
Pennsylvania
$759K -$74.3K -832 -9%
Cohen & Steers
1328
Cohen & Steers
New York
$750K -$53.6K -600 -7%
PAWC
1329
P.A.W. Capital
Connecticut
$750K – – –
CAM
1330
Congress Asset Management
Massachusetts
$750K +$42.4K +475 +6%
HBWM
1331
Hollow Brook Wealth Management
New York
$749K – – –
QLMGAA
1332
QS Legg Mason Global Asset Allocation
New York
$740K -$62.2K -696 -8%
SGC
1333
South Georgia Capital
Illinois
$733K -$1.99M -22,300 -73%
PFC
1334
Poplar Forest Capital
California
$729K – – –
WCA
1335
Westover Capital Advisors
Delaware
$727K +$188K +2,101 +35%
BP
1336
BBR Partners
New York
$726K +$2.68K +30 +0.4%
BDF
1337
Balasa Dinverno & Foltz
$726K +$90.2K +1,010 +14%
EIA
1338
Edgemoor Investment Advisors
Maryland
$717K +$25.5K +285 +4%
TCB
1339
Texas Capital Bancshares
Texas
$716K -$124K -1,390 -15%
SSG
1340
Summit Securities Group
New York
$715K +$420K +4,698 +142%
FCCM
1341
First City Capital Management
Georgia
$714K -$18.8K -210 -3%
CCA
1342
Checchi Capital Advisers
California
$713K +$84.1K +942 +13%
DAM
1343
Doheny Asset Management
California
$695K +$8.94K +100 +1%
AA
1344
ALPS Advisors
Colorado
$690K -$53.6K -599 -7%
HCM
1345
Harvest Capital Management
New Hampshire
$690K -$8.94K -100 -1%
TA
1346
TBP Advisors
New York
$688K -$125K -1,400 -15%
Harris Associates
1347
Harris Associates
Illinois
$688K – – –
VIMU
1348
Veritas Investment Management (UK)
United Kingdom
$685K – – –
SRC
1349
Shufro Rose & Co
New York
$684K -$35.7K -400 -5%
WIL
1350
Winifred I. Li
$678K -$54.1K -606 -7%
52 53
54
55 56