PEP icon

PepsiCo
PEP

Overview Fund Activity

1,691 hedge funds and large institutions have $97.2B invested in PepsiCo in 2014 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 622 increasing their positions, 782 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,691
Holders Change
+29
Holders Change %
+1.74%
% of All Funds
49.1%
Holding in Top 10
239
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+14.35%
% of All Funds
6.94%
New
81
Increased
622
Reduced
782
Closed
39
Calls
$777M
Puts
$823M
Net Calls
-$45.9M
Net Calls Change
-$279M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$609M
2
TFM
Trian Fund Management
New York
+$459M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$162M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$132M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$124M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.26B
2
Norges Bank
Norges Bank
Norway
-$1.08B
3
Citigroup
Citigroup
New York
-$270M
4
SOMRS
State of Michigan Retirement System
Michigan
-$219M
5
YAM
Yacktman Asset Management
Texas
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSR
1576
Main Street Research
Connecticut
$273K +$12.3K +132 +5%
KA
1577
Kovack Advisors
Florida
$268K +$268K +2,879 New
I
1578
IberiaBank
Louisiana
$266K -$107K -1,144 -29%
SGCA
1579
Steel Grove Capital Advisors
Tennessee
$266K – – –
CHA
1580
Cedar Hill Associates
Illinois
$263K -$52.1K -560 -17%
JPMIA
1581
J.P. Marvel Investment Advisors
Massachusetts
$263K – – –
TSBJ
1582
Trevor, Stewart, Burton & Jacobsen
New York
$261K -$233K -2,500 -47%
RU
1583
RobecoSam USA
New York
$261K +$261K +2,800 New
FCB
1584
First Citizens Bancorporation
South Carolina
$259K +$259K +2,787 New
TWM
1585
Torch Wealth Management
Ohio
$257K -$65.1K -700 -20%
UF
1586
Univest Financial
Pennsylvania
$257K – – –
AWA
1587
ARS Wealth Advisors
Florida
$254K -$17.6K -189 -6%
VWM
1588
Vector Wealth Management
Minnesota
$252K +$8.49K +91 +3%
Parallax Volatility Advisers
1589
Parallax Volatility Advisers
California
$251K -$8.78M -94,226 -97%
JAFL
1590
Jay A. Fishman Ltd
Michigan
$250K – – –
CPA
1591
Cowen Prime Advisors
New York
$250K -$6.24K -67 -2%
CCM
1592
Carlson Capital Management
Minnesota
$245K -$19.6K -210 -7%
SEC
1593
Seven Eight Capital
New York
$242K +$242K +2,600 New
PG
1594
Portola Group
California
$242K – – –
TFO
1595
Tarbox Family Office
California
$241K +$3.72K +40 +2%
LP
1596
LMR Partners
United Kingdom
$240K +$240K +2,579 New
BWP
1597
BSW Wealth Partners
Colorado
$238K -$4.19K -45 -2%
BIA
1598
Biondo Investment Advisors
Pennsylvania
$237K -$46.5K -500 -16%
GSC
1599
Ground Swell Capital
South Carolina
$237K +$78.5K +844 +50%
QSS
1600
Quantitative Systematic Strategies
Florida
$235K -$1.3M -13,910 -85%
62 63
64
65 66