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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
$5.15B
2
YAM
Yacktman Asset Management
Texas
$2.22B
3
Franklin Resources
Franklin Resources
California
$1.29B
4
Morgan Stanley
Morgan Stanley
New York
$1.07B
5
First Eagle Investment Management
First Eagle Investment Management
New York
$202M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$590M
2
SAC
Smith Affiliated Capital
New York
$257M
3
AL
AJO LP
Pennsylvania
$25.9M
4
PIM
Platinum Investment Management
Australia
$42.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAFL
1426
Jay A. Fishman Ltd
Michigan
$253K – – –
AW
1427
Alpha Windward
Massachusetts
$253K +$1.83K +23 +0.7%
TCM
1428
Tanaka Capital Management
New York
$251K -$11.4K -143 -4%
RIG
1429
Roosevelt Investment Group
New York
$250K – – –
CCA
1430
Conestoga Capital Advisors
Pennsylvania
$250K – – –
BFPW
1431
BOK Financial Private Wealth
Colorado
$249K +$249K +3,127 New
MAS
1432
Madden Advisory Services
Florida
$248K +$159 +2 +0.1%
NYLT
1433
New York Life Trust
New York
$247K -$29.5K -371 -11%
GVT
1434
Genesee Valley Trust
New York
$242K – – –
AA
1435
Alesco Advisors
New York
$241K -$7.94K -100 -3%
SGCA
1436
Steel Grove Capital Advisors
Tennessee
$240K +$12.1K +152 +5%
CIP
1437
Convergence Investment Partners
Florida
$238K +$15.5K +195 +7%
BII
1438
Bainco International Investors
Massachusetts
$237K – – –
NIM
1439
NuWave Investment Management
New Jersey
$235K +$223K +2,798 +1,841%
OWP
1440
Obermeyer Wealth Partners
Colorado
$229K – – –
SIC
1441
Sigma Investment Counselors
Michigan
$229K +$229K +2,881 New
AIS
1442
APG Investment Services
Netherlands
$228K – – –
TC
1443
Taylor Cottrill
New Hampshire
$226K +$226K +2,841 New
JPMIA
1444
J.P. Marvel Investment Advisors
Massachusetts
$225K – – –
SFM
1445
Signature Financial Management
Virginia
$224K – – –
SAA
1446
Southeast Asset Advisors
Georgia
$222K +$222K +2,790 New
NIM
1447
Nexus Investment Management
Ontario, Canada
$221K +$22.3K +280 +11%
FBFS
1448
First Business Financial Services
Wisconsin
$220K +$220K +2,761 New
WIC
1449
Wood Investment Counsel
Colorado
$219K – – –
AWS
1450
Aris Wealth Services
Pennsylvania
$218K +$218K +2,747 New
56 57
58
59 60