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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 %
SAM
1351
SignalPoint Asset Management
Missouri
$609K +$418 +5 +0.1%
RPA
1352
Rock Point Advisors
Vermont
$609K +$233K +2,791 +62%
PIA
1353
Peachtree Investment Advisors
Georgia
$601K – – –
BAM
1354
Burnham Asset Management
New York
$601K +$50.1K +600 +9%
CCC
1355
Chelsea Counsel Company
California
$600K -$36.8K -440 -6%
OIA
1356
Optimum Investment Advisors
Illinois
$595K -$117K -1,405 -16%
BDF
1357
Balasa Dinverno & Foltz
$594K +$10.2K +122 +2%
BHTS
1358
Bar Harbor Trust Services
Maine
$593K -$59.1K -708 -9%
BCM
1359
Brown Capital Management
Maryland
$593K – – –
Manulife (Manufacturers Life Insurance)
1360
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$588K +$13.7K +164,398 +2%
RWM
1361
Rench Wealth Management
Texas
$588K -$7.6K -91 -1%
CCA
1362
Checchi Capital Advisers
California
$588K +$110K +1,322 +23%
FPCM
1363
Financial Partners Capital Management
New York
$587K – – –
IPC
1364
Independent Portfolio Consultants
Florida
$582K +$12.5K +150 +2%
MIM
1365
Midwest Investment Management
Ohio
$580K -$79.3K -950 -12%
JAM
1366
Jolley Asset Management
North Carolina
$575K +$14.3K +171 +3%
NIM
1367
Nexus Investment Management
Ontario, Canada
$564K +$332K +3,970 +143%
EWM
1368
Evermay Wealth Management
Virginia
$563K +$159K +1,909 +39%
P
1369
Pitcairn
Pennsylvania
$561K -$130K -1,561 -19%
FFA
1370
First Foundation Advisors
California
$560K -$16.6M -199,095 -97%
OCM
1371
One Capital Management
California
$560K +$560K +6,711 New
CISOA
1372
Capital Investment Services of America
Wisconsin
$555K -$152K -1,825 -22%
CPO
1373
Cerity Partners OCIO
New York
$550K -$19.9K -239 -3%
WIC
1374
Whitegate Investment Counselors
New Hampshire
$549K +$549K +5,360 New
GI
1375
Glovista Investments
New Jersey
$547K +$8.35K +100 +2%
53 54
55
56 57