PEP icon

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 %
GCP
1401
GSA Capital Partners
United Kingdom
$488K -$2.27M -27,261 -82%
Dodge & Cox
1402
Dodge & Cox
California
$488K -$41.7K -500 -8%
OA
1403
Oxbow Advisors
Texas
$488K – – –
BCM
1404
Beck Capital Management
Texas
$487K -$13.7K -165 -3%
DMC
1405
Drexel Morgan & Co
Pennsylvania
$485K +$8.36K +100 +2%
PCM
1406
Prelude Capital Management
New York
$484K +$44.9K +537 +10%
EA
1407
Emerald Advisers
Pennsylvania
$483K -$36.3K -435 -7%
CCMG
1408
Clark Capital Management Group
Pennsylvania
$476K -$53.4K -640 -10%
BC
1409
Brinker Capital
Pennsylvania
$476K +$476K +5,703 New
BOS
1410
Bingham Osborn & Scarborough
California
$474K -$49.4K -591 -9%
MHS
1411
M Holdings Securities
Oregon
$472K -$437K -5,242 -48%
AF
1412
Allworth Financial
California
$470K +$1.09K +13 +0.2%
CCM
1413
Compass Capital Management
Minnesota
$469K – – –
RIA
1414
Regal Investment Advisors
Michigan
$464K +$83.5K +1,000 +22%
SLA
1415
Silver Lake Advisory
Utah
$463K +$918 +11 +0.2%
AWP
1416
Ascent Wealth Partners
New York
$462K -$1.48M -17,705 -76%
NFG
1417
Nadler Financial Group
Illinois
$462K -$6.27K -75 -1%
FHB
1418
First Hawaiian Bank
Hawaii
$460K -$69.6K -833 -13%
HW
1419
Hancock Whitney
Mississippi
$456K -$1.17K -14 -0.3%
CK
1420
Carnick & Kubik
Colorado
$453K – – –
WA
1421
Waverly Advisors
Alabama
$451K -$344K -4,118 -43%
FHC
1422
First Houston Capital
Texas
$451K – – –
SCM
1423
SOL Capital Management
Maryland
$450K -$1.67K -20 -0.4%
DAS
1424
Dynamic Advisor Solutions
Arizona
$449K +$449K +5,371 New
MBT
1425
Montecito Bank & Trust
California
$439K +$14.5K +173 +3%
55 56
57
58 59