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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 %
DA
1401
Dunvegan Associates
California
$504K -$18K -217 -3%
SFA
1402
Sequoia Financial Advisors
Ohio
$504K +$504K +6,073 New
WA
1403
Winfield Associates
Ohio
$503K +$503K +6,067 New
NAM
1404
Nichols Asset Management
Massachusetts
$496K – – –
WC
1405
Whitney & Co
New York
$494K +$41.5K +500 +9%
JWM
1406
Jacobus Wealth Management
Wisconsin
$492K +$98.8K +1,191 +25%
HRIA
1407
Haberer Registered Investment Advisor
Ohio
$490K -$114K -1,375 -19%
ANBT
1408
American National Bank & Trust
Texas
$490K -$24.9K -300 -5%
AII
1409
AGF Investments Inc
Ontario, Canada
$490K +$490K +5,900 New
OA
1410
Oxbow Advisors
Texas
$484K +$6.63K +80 +1%
BCM
1411
Beck Capital Management
Texas
$484K +$484K +6,039 New
CCA
1412
Checchi Capital Advisers
California
$474K +$474K +5,718 New
AAM
1413
Aureus Asset Management
Massachusetts
$473K -$62.2K -750 -12%
DMC
1414
Drexel Morgan & Co
Pennsylvania
$472K -$415K -5,010 -47%
AF
1415
Allworth Financial
California
$466K -$60.3K -727 -11%
CCM
1416
Compass Capital Management
Minnesota
$466K – – –
SGH
1417
Schonfeld Group Holdings
New York
$466K +$466K +5,623 New
NFG
1418
Nadler Financial Group
Illinois
$465K +$6.23K +75 +1%
IIM
1419
Intact Investment Management
Quebec, Canada
$464K -$530K -6,400 -53%
CWM
1420
Cranbrook Wealth Management
Michigan
$463K +$463K +5,580 New
TAM
1421
Todd Asset Management
Kentucky
$460K -$4.15K -50 -0.9%
SLA
1422
Silver Lake Advisory
Utah
$459K +$459K +5,535 New
RC
1423
Reik & Co
New York
$458K +$458K +5,527 New
HW
1424
Hancock Whitney
Mississippi
$455K – – –
CK
1425
Carnick & Kubik
Colorado
$450K +$450K +5,425 New
55 56
57
58 59