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PepsiCo
PEP

Overview Fund Activity

1,691 hedge funds and large institutions have $97.2B invested in PepsiCo in 2014 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 622 increasing their positions, 782 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,691
Holders Change
+29
Holders Change %
+1.74%
% of All Funds
49.1%
Holding in Top 10
239
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+14.35%
% of All Funds
6.94%
New
81
Increased
622
Reduced
782
Closed
39
Calls
$777M
Puts
$823M
Net Calls
-$45.9M
Net Calls Change
-$279M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$609M
2
TFM
Trian Fund Management
New York
+$459M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$162M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$132M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$124M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.26B
2
Norges Bank
Norges Bank
Norway
-$1.08B
3
Citigroup
Citigroup
New York
-$270M
4
SOMRS
State of Michigan Retirement System
Michigan
-$219M
5
YAM
Yacktman Asset Management
Texas
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAP
1326
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$847K -$6.05K -65 -0.7%
CMANY
1327
Capital Management Associates (New York)
New York
$845K -$116K -1,250 -12%
S
1328
SignatureFD
Georgia
$843K -$10.1K -108 -1%
CIA
1329
Covington Investment Advisors
Pennsylvania
$839K -$12.6K -135 -1%
SCM
1330
Siphron Capital Management
California
$838K -$14K -150 -2%
MC
1331
Mathes Company
New York
$833K – – –
NAMA
1332
Nikko Asset Management Americas
New York
$829K – – –
PL
1333
Plancorp LLC
Missouri
$829K +$829K +8,916 New
SFU
1334
Stonehage Fleming (UK)
United Kingdom
$825K – – –
FNBSF
1335
First National Bank Sioux Falls
South Dakota
$824K -$2.24K -24 -0.3%
BDF
1336
Balasa Dinverno & Foltz
$822K +$65.2K +700 +9%
CPA
1337
Court Place Advisors
Maryland
$813K – – –
AIM
1338
Acropolis Investment Management
Missouri
$807K +$191K +2,050 +31%
W
1339
Wealthfront
California
$806K +$264K +2,831 +49%
VCP
1340
Vista Capital Partners
Oregon
$805K -$8.19K -88 -1%
EWM
1341
Evermay Wealth Management
Virginia
$801K -$2.98K -32 -0.4%
GLI
1342
Guardian Life Insurance
New York
$798K -$5.87K -63 -0.7%
BOS
1343
Bank of Stockton
California
$797K -$23.3K -250 -3%
BFEC
1344
Benjamin F. Edwards & Company
Missouri
$792K -$8.56K -92 -1%
HBWM
1345
Hollow Brook Wealth Management
New York
$781K – – –
IAM
1346
ICM Asset Management
Washington
$778K -$51.2K -550 -6%
AWA
1347
AmeriServ Wealth Advisors
Pennsylvania
$778K -$13K -140 -2%
LWA
1348
Lenox Wealth Advisors
New York
$772K -$66.6K -715 -8%
IH
1349
IFC Holdings
Florida
$770K -$33.6K -361 -4%
VIMU
1350
Veritas Investment Management (UK)
United Kingdom
$763K – – –
52 53
54
55 56