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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 %
BCM
1551
Bluefin Capital Management
New York
– -$500K -6,088 Closed
Jennison Associates
1552
Jennison Associates
New York
– -$495K -6,048 Closed
SIC
1553
Schwartz Investment Counsel
Michigan
– -$437K -5,340 Closed
FA
1554
FDx Advisors
Illinois
– -$434K -5,304 Closed
FNBOH
1555
First National Bank of Hutchinson
Kansas
– -$386K -4,720 Closed
UOC
1556
UBS O'Connor
Illinois
– -$360K -4,397 Closed
BCI
1557
Brinker Capital Investments
Pennsylvania
– -$358K -4,380 Closed
HCM
1558
Hilton Capital Management
New York
– -$340K -4,155 Closed
LS
1559
Livforsakringsbolaget Skandia
Sweden
– -$335K -4,100 Closed
CHJWM
1560
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$302K -3,695 Closed
BC
1561
Banced Corp
Illinois
– -$295K -3,604 Closed
RCM
1562
Reynolds Capital Management
Nevada
– -$288K -3,520 Closed
CP
1563
Coho Partners
Pennsylvania
– -$263K -3,220 Closed
OCM
1564
Osterweis Capital Management
California
– -$260K -3,175 Closed
BE
1565
Bonness Enterprises
District of Columbia
– -$245K -3,000 Closed
PGA
1566
Portland Global Advisors
Maine
– -$221K -2,699 Closed
VWM
1567
Vector Wealth Management
Minnesota
– -$205K -2,513 Closed
Group One Trading
1568
Group One Trading
Illinois
– -$106K -1,300 Closed
MS
1569
Madison Scottsdale
Arizona
– -$104K -1,275 Closed
CCT
1570
Capital City Trust
Florida
– -$61K -745 Closed
BC
1571
Brookfield Corp
Ontario, Canada
– -$573K -700 Closed
IRS
1572
Invictus RG (Singapore)
Singapore
– -$48K -583 Closed
BWM
1573
Baystate Wealth Management
Massachusetts
– -$44K -534 Closed
JAM
1574
JCIC Asset Management
Ontario, Canada
– -$41K -500 Closed
LWA
1575
Lenox Wealth Advisors
New York
– -$38K -465 Closed
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