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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
$2.65B
2
State Street
State Street
Massachusetts
$5.44B
3
Citigroup
Citigroup
New York
$406M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$253M
5
American Century Companies
American Century Companies
Missouri
$927M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$4.59B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$151M
3
Fisher Asset Management
Fisher Asset Management
Washington
$405M
4
SAC
Smith Affiliated Capital
New York
$0
5
BA
BlackRock Advisors
Delaware
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
1451
Meritage Portfolio Management
Kansas
$397K +$4.4K +53 +1%
CC
1452
Cannell & Co
New York
$393K – – –
JT
1453
Jump Trading
Illinois
$390K -$5.4K -65 -1%
FCFC
1454
First Commonwealth Financial Corp
Pennsylvania
$390K -$4.15K -50 -1%
BBNB
1455
Baker Boyer National Bank
Washington
$389K – – –
BCM
1456
Birmingham Capital Management
Alabama
$384K – – –
EP
1457
Edgestream Partners
New Jersey
$379K +$379K +4,564 New
PCMC
1458
Paragon Capital Management (Colorado)
Colorado
$379K +$65K +784 +21%
RIA
1459
Regal Investment Advisors
Michigan
$378K -$150K -1,811 -28%
RPA
1460
Rock Point Advisors
Vermont
$373K +$57K +688 +18%
CRC
1461
Curi RMB Capital
Illinois
$373K +$75.6K +911 +25%
IIM
1462
Ironwood Investment Management
Massachusetts
$372K -$7.89K -95 -2%
AL
1463
Agran Libbie
California
$370K +$5.9K +71 +2%
FC
1464
FIC Capital
New York
$368K -$3.15K -38 -0.8%
DDC
1465
DF Dent & Co
Maryland
$367K -$14.3K -172 -4%
SAM
1466
Summit Asset Management
Tennessee
$367K +$8.3K +100 +2%
WCM
1467
Windsor Capital Management
Arizona
$365K +$6.47K +78 +2%
NERM
1468
New England Research & Management
Illinois
$365K +$365K +4,400 New
BFA
1469
Beaumont Financial Advisors
Massachusetts
$363K +$35.5K +427 +11%
MLL
1470
Moody Lynn & Lieberson
Massachusetts
$359K +$48.3K +582 +16%
WCM Investment Management
1471
WCM Investment Management
California
$355K -$2.07K -25 -0.6%
YP
1472
Yellowstone Partners
Idaho
$352K +$352K +4,248 New
AGA
1473
Accuvest Global Advisors
Utah
$352K +$352K +4,250 New
HC
1474
Hourglass Capital
Texas
$350K – – –
SWM
1475
Segment Wealth Management
Texas
$346K – – –
57 58
59
60 61