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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 %
FIG
1501
Fusion Investment Group
Pennsylvania
$304K +$304K +3,660 New
CA
1502
Capital Advantage
California
$302K +$302K +3,636 New
BCM
1503
Brookstone Capital Management
Illinois
$302K +$302K +3,636 New
MSR
1504
Main Street Research
Connecticut
$299K +$16.6K +200 +6%
CFSG
1505
Community Financial Services Group
Vermont
$297K -$80.7K -975 -21%
NEPWA
1506
New England Private Wealth Advisors
Massachusetts
$292K +$83 +1 +0%
PAS
1507
Partnervest Advisory Services
California
$288K -$98.4K -1,186 -25%
UF
1508
Univest Financial
Pennsylvania
$286K – – –
GVT
1509
Genesee Valley Trust
New York
$286K +$34.3K +414 +14%
BIM
1510
Baldwin Investment Management
Pennsylvania
$284K -$8.29K -100 -3%
HCM
1511
HM Capital Management
Missouri
$283K – – –
TWM
1512
Torch Wealth Management
Ohio
$282K +$282K +3,400 New
NIM
1513
NuWave Investment Management
New Jersey
$281K +$36.3K +437 +15%
TCM
1514
Tradewinds Capital Management
Washington
$280K +$280K +3,374 New
ZF
1515
Zhang Financial
Michigan
$278K – – –
FCBT
1516
First Citizens Bank & Trust
North Carolina
$277K -$11.9M -143,230 -98%
AC
1517
Alexandria Capital
Virginia
$275K – – –
SMU
1518
Signet Management USA
Virginia
$275K +$275K +3,316 New
MAM
1519
Mastrapasqua Asset Management
Tennessee
$274K – – –
HCM
1520
Hollencrest Capital Management
California
$271K +$271K +3,260 New
TCM
1521
Tanaka Capital Management
New York
$268K +$5.4K +65 +2%
TCM
1522
TD Capital Management
Tennessee
$268K +$124K +1,498 +86%
CS
1523
Cannell & Spears
New York
$265K – – –
NCM
1524
Nelson Capital Management
California
$265K +$69.6K +840 +36%
RMSCM
1525
R.M. Sincerbeaux Capital Management
New York
$265K +$265K +3,190 New
59 60
61
62 63