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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 %
FHC
1426
First Houston Capital
Texas
$448K -$8.3K -100 -2%
SCM
1427
SOL Capital Management
Maryland
$448K +$5.8K +70 +1%
SCM
1428
Stellar Capital Management
Arizona
$447K +$447K +5,393 New
Jacobs Levy Equity Management
1429
Jacobs Levy Equity Management
New Jersey
$441K +$441K +5,320 New
AWA
1430
ARS Wealth Advisors
Florida
$438K +$438K +5,275 New
MWM
1431
Modera Wealth Management
New Jersey
$437K +$437K +5,268 New
DT
1432
Diversified Trust
Tennessee
$436K -$118K -1,421 -21%
PCM
1433
Prelude Capital Management
New York
$436K +$73K +880 +20%
ALA
1434
Atherton Lane Advisers
California
$433K -$139K -1,675 -24%
QT
1435
Quantbot Technologies
New York
$431K -$1.15M -13,827 -73%
CL
1436
Croft-Leominster
Maryland
$427K +$10.4K +125 +2%
FIM
1437
Freedom Investment Management
Connecticut
$425K +$332 +4 +0.1%
CC
1438
Cipher Capital
New York
$425K +$425K +5,128 New
SG
1439
Swarthmore Group
Pennsylvania
$423K -$599K -7,225 -59%
MBT
1440
Montecito Bank & Trust
California
$422K -$16.4K -198 -4%
FTI
1441
Fiduciary Trust International
Massachusetts
$417K +$38.9K +469 +10%
JFA
1442
JNBA Financial Advisors
Minnesota
$415K +$12.8K +154 +3%
B
1443
Bailard
California
$411K -$268K -3,228 -39%
AFG
1444
Albion Financial Group
Utah
$411K -$4.15K -50 -1%
CCM
1445
Check Capital Management
California
$405K -$2.82M -34,000 -87%
TYCC
1446
Texas Yale Capital Corp
Florida
$405K +$10.4K +125 +3%
MIC
1447
Meridian Investment Counsel
California
$404K +$404K +4,870 New
CHAM
1448
Clear Harbor Asset Management
Connecticut
$402K – – –
EWM
1449
Evermay Wealth Management
Virginia
$401K +$401K +4,835 New
SCP
1450
Seizert Capital Partners
Michigan
$399K – – –
56 57
58
59 60