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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 %
CCS
1601
Crosspoint Capital Strategies
California
$75K +$75K +923 New
PIM
1602
Parasol Investment Management
Illinois
$74K +$74K +889 New
CL
1603
CFS LLC
Oklahoma
$72K – – –
Victory Capital Management
1604
Victory Capital Management
Texas
$70K -$20.3K -246 -22%
HCP
1605
Holt Capital Partners
Texas
$66K +$66K +800 New
LFR
1606
Lehman Financial Resources
Pennsylvania
$65K – – –
TFA
1607
Transamerica Financial Advisors
Florida
$65K +$8.24K +99 +15%
CCM
1608
Credo Capital Management
Maryland
$63K +$11.4K +137 +22%
CFG
1609
CKW Financial Group
Hawaii
$60K +$60K +725 New
TCM
1610
Tributary Capital Management
Nebraska
$58K -$22.8K -275 -28%
SCG
1611
Strategic Capital Group
Washington
$58K -$21.5K -260 -27%
PFG
1612
Piershale Financial Group
Illinois
$56K +$165 +2 +0.3%
SHWM
1613
Smith & Howard Wealth Management
Georgia
$52K +$16K +191 +44%
PIA
1614
Piedmont Investment Advisors
North Carolina
$50.5K -$2.07K -25 -4%
FI
1615
FCM Investments
Texas
$50K -$41.7K -500 -45%
SGC
1616
South Georgia Capital
Illinois
$50K +$50K +600 New
MUMSS
1617
Mitsubishi UFJ Morgan Stanley Securities
Japan
$49K +$31.6K +380 +181%
DOA
1618
D'Orazio & Associates
Virginia
$49K +$49K +586 New
GA
1619
Glenhill Advisors
New York
$46K -$2.53M -30,082 -98%
EWM
1620
Elite Wealth Management
Washington
$45K -$57.8K -696 -56%
HF
1621
Hoxton Financial
West Virginia
$45K +$45K +544 New
WCM
1622
Wealthcare Capital Management
Virginia
$44K – – –
WCMN
1623
Westchester Capital Management (Nebraska)
Nebraska
$41K – – –
BKBG
1624
BHF Kleinwort Benson Group
Belgium
$41K – – –
MDCM
1625
Morgan Dempsey Capital Management
Wisconsin
$37K -$21.2K -255 -36%
63 64
65
66 67