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PepsiCo
PEP

Overview Fund Activity

1,522 hedge funds and large institutions have $85.4B invested in PepsiCo in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 608 increasing their positions, 654 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
49.37%
Holding in Top 10
185
Holding in Top 10 Change
-60
Holding in Top 10 Change %
-24.49%
% of All Funds
6%
New
76
Increased
608
Reduced
654
Closed
56
Calls
$889M
Puts
$739M
Net Calls
+$151M
Net Calls Change
+$102M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$5.15B
2
YAM
Yacktman Asset Management
Texas
$2.22B
3
Franklin Resources
Franklin Resources
California
$1.29B
4
Morgan Stanley
Morgan Stanley
New York
$1.07B
5
First Eagle Investment Management
First Eagle Investment Management
New York
$202M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$590M
2
SAC
Smith Affiliated Capital
New York
$257M
3
AL
AJO LP
Pennsylvania
$25.9M
4
PIM
Platinum Investment Management
Australia
$42.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1501
Capital Analysts LLC
Pennsylvania
$41.9K -$23.1K -290 -35%
WCMN
1502
Westchester Capital Management (Nebraska)
Nebraska
$40K – – –
ACMI
1503
Amida Capital Management II
New York
$40K +$40K +500 New
BKBG
1504
BHF Kleinwort Benson Group
Belgium
$39K +$20K +251 +105%
SHWM
1505
Smith & Howard Wealth Management
Georgia
$34K – – –
PWAG
1506
Polaris Wealth Advisory Group
California
$28.3K – – –
AA
1507
Alta Advisers
United Kingdom
$26K -$20.6K -256 -44%
CAW
1508
Cornerstone Advisors (Washington)
Washington
$26K +$13.6K +170 +110%
GXMC
1509
Global X Management Company
New York
$24K -$10.9K -138 -31%
WA
1510
WealthTrust-Arizona
Arizona
$24K – – –
PR
1511
Payden & Rygel
California
$24K – – –
IWC
1512
Integrated Wealth Counsel
California
$22.7K -$84.7K -1,065 -79%
FA
1513
Financial Advantage
Maryland
$21K – – –
UB
1514
UMB Bank
Missouri
$19.4K +$10.1K +127,359 +109%
MUMSS
1515
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K – – –
AA
1516
Apriem Advisors
California
$12K -$18.8K -246 -61%
SFS
1517
Signator Financial Services
Massachusetts
$10K – – –
FWM
1518
Focused Wealth Management
New York
$8K +$8K +106 New
SMA
1519
Simply Money Advisors
Ohio
$7K -$53.5K -688 -88%
EMA
1520
Efficient Market Advisors
California
$5K – – –
SAM
1521
Solaris Asset Management
New York
$5K +$5K +65 New
EFS
1522
Essex Financial Services
Connecticut
$2.65K -$132 -1,659 -5%
GC
1523
Globeflex Capital
California
$2K – – –
FPCG
1524
Fort Pitt Capital Group
Pennsylvania
$901 – – –
CPS
1525
Counsel Portfolio Services
Ontario, Canada
$310 -$525 -6,600 -63%
59 60
61
62 63