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PepsiCo
PEP

Overview Fund Activity

1,691 hedge funds and large institutions have $97.2B invested in PepsiCo in 2014 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 622 increasing their positions, 782 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,691
Holders Change
+29
Holders Change %
+1.74%
% of All Funds
49.1%
Holding in Top 10
239
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+14.35%
% of All Funds
6.94%
New
81
Increased
622
Reduced
782
Closed
39
Calls
$777M
Puts
$823M
Net Calls
-$45.9M
Net Calls Change
-$279M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$609M
2
TFM
Trian Fund Management
New York
+$459M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$162M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$132M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$124M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.26B
2
Norges Bank
Norges Bank
Norway
-$1.08B
3
Citigroup
Citigroup
New York
-$270M
4
SOMRS
State of Michigan Retirement System
Michigan
-$219M
5
YAM
Yacktman Asset Management
Texas
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1451
Guardian Capital
Ontario, Canada
$485K +$485K +5,211 New
JFA
1452
JNBA Financial Advisors
Minnesota
$484K +$18.6K +200 +4%
SG
1453
Swarthmore Group
Pennsylvania
$482K – – –
WC
1454
Whitney & Co
New York
$480K -$35.4K -380 -7%
DCM
1455
Donaldson Capital Management
Indiana
$474K +$34K +366 +8%
DIP
1456
DT Investment Partners
Pennsylvania
$470K +$470K +5,045 New
MIC
1457
MU Investments Company
Japan
$469K -$57.8K -620 -11%
AIA
1458
Arbor Investment Advisors
North Carolina
$465K +$28.2K +303 +6%
TAM
1459
Todd Asset Management
Kentucky
$464K – – –
HW
1460
Hancock Whitney
Mississippi
$462K -$46.6K -500 -9%
BCM
1461
Beck Capital Management
Texas
$461K -$13.9K -149 -3%
SAM
1462
Strategy Asset Managers
California
$459K +$41.3K +443 +10%
JWM
1463
Jacobus Wealth Management
Wisconsin
$458K -$5.12K -55 -1%
CL
1464
Choreo LLC
Illinois
$457K +$21.3K +229 +5%
MIC
1465
Meridian Investment Counsel
California
$456K – – –
CWM
1466
Cranbrook Wealth Management
Michigan
$455K +$1.4K +15 +0.3%
GHAM
1467
Gilman Hill Asset Management
Connecticut
$454K -$23.3K -250 -5%
WA
1468
Waverly Advisors
Alabama
$453K -$49.8K -535 -10%
AFG
1469
Albion Financial Group
Utah
$452K -$2.89K -31 -0.6%
OA
1470
Oxbow Advisors
Texas
$451K -$9.32K -100 -2%
MPM
1471
Meritage Portfolio Management
Kansas
$450K +$10.3K +111 +2%
SCP
1472
Seizert Capital Partners
Michigan
$448K – – –
BCM
1473
Birmingham Capital Management
Alabama
$446K -$18.6K -200 -4%
FCFC
1474
First Commonwealth Financial Corp
Pennsylvania
$441K +$37.2K +400 +9%
FHC
1475
First Houston Capital
Texas
$438K -$37.3K -400 -8%
57 58
59
60 61