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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 %
CCM
1551
Carlson Capital Management
Minnesota
$238K -$45.3K -545 -16%
TC
1552
Taylor Cottrill
New Hampshire
$236K – – –
FBFS
1553
First Business Financial Services
Wisconsin
$236K +$6.81K +82 +3%
JPMIA
1554
J.P. Marvel Investment Advisors
Massachusetts
$235K – – –
AW
1555
ACG Wealth
Georgia
$233K +$233K +2,813 New
SFM
1556
Signature Financial Management
Virginia
$232K – – –
NIM
1557
Nexus Investment Management
Ontario, Canada
$231K – – –
SAA
1558
Southeast Asset Advisors
Georgia
$231K – – –
HIM
1559
Hillsdale Investment Management
Ontario, Canada
$224K +$16.6K +200 +8%
AWS
1560
Aris Wealth Services
Pennsylvania
$223K -$4.73K -57 -2%
LC
1561
Lourd Capital
California
$223K – – –
ZTNA
1562
Zions Trust National Association
Utah
$222K +$4.33K +52 +2%
BC
1563
Blackhill Capital
New Jersey
$216K – – –
PG
1564
Portola Group
California
$216K +$216K +2,600 New
FA
1565
FDx Advisors
Illinois
$216K +$216K +2,609 New
BWP
1566
BSW Wealth Partners
Colorado
$215K -$2.16K -26 -1%
OWP
1567
Obermeyer Wealth Partners
Colorado
$214K -$24.9K -300 -10%
MA
1568
MCF Advisors
Kentucky
$209K -$49.6K -595 -19%
FNBOH
1569
First National Bank of Hutchinson
Kansas
$204K +$204K +2,460 New
CPA
1570
Cowen Prime Advisors
New York
$202K -$2.08K -25 -1%
RMC
1571
Regis Management Company
California
$202K +$202K +2,433 New
VWM
1572
Vector Wealth Management
Minnesota
$201K +$201K +2,417 New
LOCB
1573
Lombard Odier & Cie (Bahamas)
Bahamas
$200K +$200K +2,418 New
PL
1574
Parkwood LLC
Ohio
$190K +$190K +2,286 New
CG
1575
Colony Group
Massachusetts
$189K +$189K +2,277 New
61 62
63
64 65