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PepsiCo
PEP

Overview Fund Activity

1,644 hedge funds and large institutions have $88.6B invested in PepsiCo in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 690 increasing their positions, 718 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-11
Holders Change %
-0.66%
% of All Funds
47.51%
Holding in Top 10
184
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.13%
% of All Funds
5.32%
New
76
Increased
690
Reduced
718
Closed
71
Calls
$853M
Puts
$623M
Net Calls
+$230M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.16B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$227M
3
Franklin Resources
Franklin Resources
California
+$213M
4
UBS AM
UBS AM
Illinois
+$184M
5
JHIU
Janus Henderson Investors US
Colorado
+$148M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.19B
2
State Street
State Street
Massachusetts
-$454M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$417M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$351M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1551
Cowen Prime Advisors
New York
$230K +$27.2K +326 +13%
SRCM
1552
Swift Run Capital Management
Virginia
$230K +$230K +2,750 New
VWM
1553
Vector Wealth Management
Minnesota
$228K +$25.7K +307 +13%
JAFL
1554
Jay A. Fishman Ltd
Michigan
$224K -$41.8K -500 -16%
FBFS
1555
First Business Financial Services
Wisconsin
$224K -$13.7K -164 -6%
FWP
1556
FAS Wealth Partners
Kansas
$220K +$220K +2,630 New
PG
1557
Portola Group
California
$217K – – –
EMG
1558
Ellington Management Group
Connecticut
$217K +$217K +2,600 New
PAG
1559
Pinnacle Advisory Group
Maryland
$215K +$215K +2,572 New
BWP
1560
BSW Wealth Partners
Colorado
$214K -$2.68K -32 -1%
BA
1561
Bridgewater Advisors
New York
$213K +$213K +2,550 New
MA
1562
MCF Advisors
Kentucky
$209K – – –
HCM
1563
HM Capital Management
Missouri
$208K -$74.8K -900 -26%
TFO
1564
Tarbox Family Office
California
$207K -$360K -4,364 -63%
EBSAM
1565
Eubel Brady & Suttman Asset Management
Ohio
$207K +$207K +2,474 New
FNBOH
1566
First National Bank of Hutchinson
Kansas
$205K – – –
EWA
1567
Exencial Wealth Advisors
Oklahoma
$204K +$204K +2,402 New
BT
1568
Bankers Trust
Iowa
$203K -$113K -1,350 -36%
Carson Wealth (CWM LLC)
1569
Carson Wealth (CWM LLC)
Nebraska
$203K +$50K +597 +33%
BE
1570
Bonness Enterprises
District of Columbia
$200K +$200K +2,400 New
CG
1571
Colony Group
Massachusetts
$190K – – –
SCG
1572
Strategic Capital Group
Washington
$186K +$128K +1,532 +219%
CAL
1573
Capital Advisors Ltd
Ohio
$183K – – –
BRWA
1574
B. Riley Wealth Advisors
Florida
$182K -$149K -1,789 -45%
NCM
1575
Nelson Capital Management
California
$178K -$89.5K -1,070 -33%
61 62
63
64 65