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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 %
CBT
1426
Central Bank & Trust
Kentucky
$438K -$2.11M -25,225 -83%
CL
1427
Croft-Leominster
Maryland
$433K +$4.17K +50 +1%
FIM
1428
Freedom Investment Management
Connecticut
$433K +$5.51K +66 +1%
GHAM
1429
Gilman Hill Asset Management
Connecticut
$433K +$104K +1,250 +32%
FA
1430
FDx Advisors
Illinois
$433K +$215K +2,571 +99%
TRCT
1431
Tower Research Capital (TRC)
New York
$429K +$293K +3,510 +216%
CL
1432
Choreo LLC
Illinois
$425K +$425K +5,087 New
JFA
1433
JNBA Financial Advisors
Minnesota
$417K – – –
BCM
1434
Birmingham Capital Management
Alabama
$417K +$30.6K +367 +8%
TAM
1435
Todd Asset Management
Kentucky
$416K -$46.8K -560 -10%
AFG
1436
Albion Financial Group
Utah
$414K – – –
AIM
1437
Acropolis Investment Management
Missouri
$413K +$94.4K +1,130 +30%
JWM
1438
Jacobus Wealth Management
Wisconsin
$411K -$84.4K -1,010 -17%
MIC
1439
Meridian Investment Counsel
California
$407K – – –
DBT
1440
Dubuque Bank & Trust
Iowa
$406K +$229K +2,745 +129%
CWM
1441
Cranbrook Wealth Management
Michigan
$405K -$60.6K -726 -13%
CHAM
1442
Clear Harbor Asset Management
Connecticut
$405K – – –
SCP
1443
Seizert Capital Partners
Michigan
$401K – – –
UAS
1444
United Asset Strategies
New York
$401K +$401K +4,799 New
BCM
1445
Bluefin Capital Management
New York
$400K +$400K +5,212 New
FTI
1446
Fiduciary Trust International
Massachusetts
$395K -$24.8K -297 -6%
MPM
1447
Meritage Portfolio Management
Kansas
$395K -$4.43K -53 -1%
EP
1448
Edgestream Partners
New Jersey
$392K +$11.3K +136 +3%
AIA
1449
Arbor Investment Advisors
North Carolina
$391K +$78.5K +941 +25%
BAM
1450
Berkshire Asset Management
Pennsylvania
$388K -$251K -2,999 -39%
56 57
58
59 60