PEP icon

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 %
AFG
1351
Albion Financial Group
Utah
$398K -$149K -1,880 -27%
PAWC
1352
P.A.W. Capital
Connecticut
$398K – – –
MCMT
1353
Moon Capital Management (Tennessee)
Tennessee
$397K +$397K +4,998 New
CHAM
1354
Clear Harbor Asset Management
Connecticut
$386K +$3.5K +44 +0.9%
JFA
1355
JNBA Financial Advisors
Minnesota
$385K – – –
SCP
1356
Seizert Capital Partners
Michigan
$382K – – –
JT
1357
Jump Trading
Illinois
$379K +$379K +4,762 New
FCFC
1358
First Commonwealth Financial Corp
Pennsylvania
$378K – – –
TYCC
1359
Texas Yale Capital Corp
Florida
$378K +$71.5K +900 +23%
JWM
1360
Jacobus Wealth Management
Wisconsin
$377K – – –
MPM
1361
Meritage Portfolio Management
Kansas
$376K – – –
CC
1362
Cannell & Co
New York
$376K – – –
BBNB
1363
Baker Boyer National Bank
Washington
$373K – – –
Verition Fund Management
1364
Verition Fund Management
Connecticut
$371K +$371K +4,671 New
PAS
1365
Partnervest Advisory Services
California
$370K +$109K +1,367 +42%
BCM
1366
Birmingham Capital Management
Alabama
$368K – – –
DDC
1367
DF Dent & Co
Maryland
$365K +$19.8K +249 +6%
IIM
1368
Ironwood Investment Management
Massachusetts
$364K – – –
CFSG
1369
Community Financial Services Group
Vermont
$363K -$23.9K -300 -6%
FTI
1370
Fiduciary Trust International
Massachusetts
$362K -$57K -717 -14%
FC
1371
FIC Capital
New York
$356K – – –
AL
1372
Agran Libbie
California
$349K +$24.4K +307 +8%
PCM
1373
Prelude Capital Management
New York
$348K +$348K +4,378 New
HS
1374
Huntington Steele
Pennsylvania
$347K – – –
WCM
1375
Windsor Capital Management
Arizona
$344K -$67.1K -844 -16%
53 54
55
56 57