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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 %
NFA
126
Nationwide Fund Advisors
Ohio
$112M +$1.37M +16,486 +1%
Luther King Capital Management (LKCM)
127
Luther King Capital Management (LKCM)
Texas
$112M +$13.6M +164,458 +14%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$111M -$513K -6,191 -0.5%
BCIM
129
British Columbia Investment Management
British Columbia, Canada
$111M +$533K +6,425 +0.5%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$111M +$1.19M +14,311 +1%
SCM
131
Sterling Capital Management
North Carolina
$109M -$336K -4,056 -0.3%
JWBC
132
John W. Bristol & Co
New York
$108M -$4.52M -54,442 -4%
AQR Capital Management
133
AQR Capital Management
Connecticut
$107M +$5.66M +68,200 +6%
CI
134
Cincinnati Insurance
Ohio
$103M – – –
MSA
135
Mason Street Advisors
Wisconsin
$102M +$18.5M +222,651 +22%
Allianz Asset Management
136
Allianz Asset Management
Germany
$102M -$29.5M -355,516 -22%
Fundsmith LLP
137
Fundsmith LLP
United Kingdom
$102M +$6.72M +81,073 +7%
Boston Partners
138
Boston Partners
Massachusetts
$100M -$6.1M -73,520 -6%
Loomis, Sayles & Company
139
Loomis, Sayles & Company
Massachusetts
$96.9M -$14M -169,294 -13%
RFC
140
Regions Financial Corp
Alabama
$96.5M -$2.73M -32,963 -3%
Adage Capital Partners
141
Adage Capital Partners
Massachusetts
$96M -$51M -615,000 -35%
AI
142
Analytic Investors
California
$95.9M -$3.73M -44,954 -4%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$95.2M +$10.6M +127,960 +13%
Credit Agricole
144
Credit Agricole
France
$92M -$4.16M -50,135 -4%
GT
145
Glenmede Trust
Pennsylvania
$91.4M +$20.3K +245 +0%
HCM
146
Holland Capital Management
Illinois
$91.1M +$671K +8,092 +0.7%
Millennium Management
147
Millennium Management
New York
$91M +$18.1M +218,628 +25%
SIA
148
Sit Investment Associates
Minnesota
$89.3M +$2.99M +36,050 +3%
USSCPF
149
United States Steel & Carnegie Pension Fund
New York
$89M – – –
HTC
150
Haverford Trust Company
Pennsylvania
$87.5M +$1.25M +15,052 +1%
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