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PepsiCo
PEP

Overview Fund Activity

1,662 hedge funds and large institutions have $95.8B invested in PepsiCo in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 652 increasing their positions, 735 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,662
Holders Change
+18
Holders Change %
+1.09%
% of All Funds
47.8%
Holding in Top 10
209
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+13.59%
% of All Funds
6.01%
New
71
Increased
652
Reduced
735
Closed
44
Calls
$848M
Puts
$614M
Net Calls
+$234M
Net Calls Change
+$3.68M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.04B
2
Franklin Resources
Franklin Resources
California
+$375M
3
Millennium Management
Millennium Management
New York
+$199M
4
Citadel Advisors
Citadel Advisors
Florida
+$175M
5
Morgan Stanley
Morgan Stanley
New York
+$170M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$297M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$292M
3
American Century Companies
American Century Companies
Missouri
-$245M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$215M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1451
Reynolds Capital Management
Nevada
$429K +$125K +1,400 +41%
CBB
1452
Citizens Business Bank
California
$427K +$24.5K +275 +6%
DCM
1453
Donaldson Capital Management
Indiana
$423K +$8.94K +100 +2%
MPM
1454
Meritage Portfolio Management
Kansas
$422K – – –
SJIC
1455
St. James Investment Company
Texas
$421K +$40.2K +450 +11%
CHAM
1456
Clear Harbor Asset Management
Connecticut
$419K -$14.3K -160 -3%
AIA
1457
Arbor Investment Advisors
North Carolina
$419K +$268 +3 +0.1%
CL
1458
Choreo LLC
Illinois
$418K -$36.1K -404 -8%
AAS
1459
Annex Advisory Services
Wisconsin
$414K +$38K +425 +10%
HC
1460
Hourglass Capital
Texas
$413K – – –
SAM
1461
Summit Asset Management
Tennessee
$411K +$268 +3 +0.1%
SWM
1462
Segment Wealth Management
Texas
$410K +$21.5K +240 +6%
LC
1463
Lourd Capital
California
$410K +$410K +4,592 New
PCMC
1464
Paragon Capital Management (Colorado)
Colorado
$408K – – –
SIM
1465
SSI Investment Management
California
$403K -$8.11K -91 -2%
BFA
1466
Beaumont Financial Advisors
Massachusetts
$403K – – –
SAM
1467
Strategy Asset Managers
California
$401K +$30.5K +341 +8%
IIM
1468
Ironwood Investment Management
Massachusetts
$400K – – –
Two Sigma Investments
1469
Two Sigma Investments
New York
$399K -$118M -1,323,148 -100%
BAM
1470
Berkshire Asset Management
Pennsylvania
$399K -$15.6K -175 -4%
EWM
1471
Edge Wealth Management
New York
$399K – – –
CA
1472
Capital Advantage
California
$398K +$89 +1 +0%
FGA
1473
Flood Gamble Associates
New York
$396K – – –
WCM Investment Management
1474
WCM Investment Management
California
$396K +$7.14K +80 +2%
NERM
1475
New England Research & Management
Illinois
$393K – – –
57 58
59
60 61