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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 %
SAM
1476
Strategy Asset Managers
California
$344K +$8.39K +101 +2%
RCA
1477
Rex Capital Advisors
Rhode Island
$343K – – –
FVCM
1478
F&V Capital Management
Florida
$342K – – –
HS
1479
Huntington Steele
Pennsylvania
$341K -$20.7K -250 -6%
AAS
1480
Annex Advisory Services
Wisconsin
$341K -$1.33K -16 -0.4%
CBB
1481
Citizens Business Bank
California
$338K -$1.04M -12,500 -75%
MCMT
1482
Moon Capital Management (Tennessee)
Tennessee
$337K -$77.3K -933 -19%
NES
1483
New England Securities
New York
$337K +$149K +1,797 +79%
LD
1484
Lipe & Dalton
New York
$336K +$25.1K +303 +8%
SRC
1485
Stone Run Capital
New York
$332K +$332K +4,000 New
HDIM
1486
Hanson & Doremus Investment Management
Vermont
$331K -$9.87K -119 -3%
BRWA
1487
B. Riley Wealth Advisors
Florida
$329K +$17.5K +211 +6%
AI
1488
ArchPoint Investors
Florida
$328K -$183K -2,200 -36%
GAG
1489
GM Advisory Group
New York
$328K +$328K +3,958 New
GHAM
1490
Gilman Hill Asset Management
Connecticut
$327K – – –
TBA
1491
Train Babcock Advisors
New York
$321K – – –
AIM
1492
Acropolis Investment Management
Missouri
$316K +$10.9K +131 +4%
SEC
1493
Seven Eight Capital
New York
$315K +$315K +3,800 New
BT
1494
Bankers Trust
Iowa
$314K -$29.1K -350 -8%
AIA
1495
Arbor Investment Advisors
North Carolina
$311K – – –
KS
1496
Karpas Strategies
Connecticut
$311K – – –
PAM
1497
Premier Asset Management
Illinois
$306K – – –
PSC
1498
Prentiss Smith & Co
Vermont
$306K – – –
AI
1499
Accredited Investors
Minnesota
$305K -$31.8K -383 -9%
CAMI
1500
Concord Asset Management (Illinois)
Illinois
$305K -$3.4K -41 -1%
58 59
60
61 62