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PepsiCo
PEP

Overview Fund Activity

1,655 hedge funds and large institutions have $88.4B invested in PepsiCo in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 615 increasing their positions, 686 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+133
Holders Change %
+8.74%
% of All Funds
48.07%
Holding in Top 10
188
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.62%
% of All Funds
5.46%
New
187
Increased
615
Reduced
686
Closed
39
Calls
$1.09B
Puts
$693M
Net Calls
+$398M
Net Calls Change
+$247M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
+$329M
2
State Street
State Street
Massachusetts
+$278M
3
Citigroup
Citigroup
New York
+$230M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
5
American Century Companies
American Century Companies
Missouri
+$188M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$787M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$464M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$268M
4
SAC
Smith Affiliated Capital
New York
-$257M
5
BA
BlackRock Advisors
Delaware
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
1351
Chelsea Counsel Company
California
$632K +$166K +2,000 +36%
WI
1352
Wedgewood Investors
Pennsylvania
$631K – – –
MIM
1353
Merit Investment Management
Delaware
$628K -$268K -3,230 -30%
WA
1354
WealthTrust Axiom
Pennsylvania
$626K +$20.2K +244 +3%
NC
1355
Nicholas Company
Wisconsin
$622K – – –
BCM
1356
BBT Capital Management
Texas
$621K – – –
RAM
1357
Redmond Asset Management
Virginia
$619K -$141K -1,700 -19%
UR
1358
USCA RIA
Texas
$615K -$7.14K -86 -1%
ZAM
1359
Zevin Asset Management
Massachusetts
$608K – – –
SAM
1360
SignalPoint Asset Management
Missouri
$604K +$166K +2,006 +38%
Jane Street
1361
Jane Street
New York
$601K -$628K -7,572 -51%
ACM
1362
Avalon Capital Management
California
$599K +$599K +7,226 New
PIA
1363
Peachtree Investment Advisors
Georgia
$597K +$597K +7,196 New
ECM
1364
Endex Capital Management
Kansas
$595K – – –
RWM
1365
Rench Wealth Management
Texas
$592K +$592K +7,136 New
BCM
1366
Brown Capital Management
Maryland
$589K -$6.22K -75 -1%
FPCM
1367
Financial Partners Capital Management
New York
$583K -$17.1K -206 -3%
PAWC
1368
P.A.W. Capital
Connecticut
$581K +$166K +2,000 +40%
PNAA
1369
Pictet North America Advisors
Switzerland
$581K +$581K +7,009 New
BDF
1370
Balasa Dinverno & Foltz
$580K +$16.4K +198 +3%
Manulife (Manufacturers Life Insurance)
1371
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$571K +$907 +10,930 +0.2%
TFO
1372
Tarbox Family Office
California
$570K +$570K +6,874 New
CPO
1373
Cerity Partners OCIO
New York
$566K +$37.5K +453 +7%
IPC
1374
Independent Portfolio Consultants
Florida
$566K +$134K +1,610 +31%
GAM
1375
Gould Asset Management
California
$565K -$24.9K -300 -4%
53 54
55
56 57