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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 %
CCS
1601
Crosspoint Capital Strategies
California
$77K – – –
Victory Capital Management
1602
Victory Capital Management
Texas
$72K +$837 +10 +1%
ACM
1603
Antonetti Capital Management
Florida
$71K -$8.4K -100 -11%
HCP
1604
Holt Capital Partners
Texas
$67K – – –
TFA
1605
Transamerica Financial Advisors
Florida
$66K – – –
LFR
1606
Lehman Financial Resources
Pennsylvania
$66K – – –
HF
1607
Hoxton Financial
West Virginia
$61K +$15.2K +181 +33%
CFG
1608
CKW Financial Group
Hawaii
$60K – – –
FM
1609
Forward Management
California
$58K +$58K +700 New
PFG
1610
Piershale Financial Group
Illinois
$57K +$167 +2 +0.3%
WCM
1611
Wealthcare Capital Management
Virginia
$53K +$8.39K +100 +19%
PIA
1612
Piedmont Investment Advisors
North Carolina
$50.9K – – –
FI
1613
FCM Investments
Texas
$50K – – –
ST
1614
SpiderRock Trading
Illinois
$50K -$83K – –
DOA
1615
D'Orazio & Associates
Virginia
$49K – – –
EWM
1616
Elite Wealth Management
Washington
$43K -$2.43K -29 -5%
WCMN
1617
Westchester Capital Management (Nebraska)
Nebraska
$42K – – –
BCI
1618
Brinker Capital Investments
Pennsylvania
$42K +$42K +500 New
CCM
1619
Carderock Capital Management
Maryland
$42K +$42K +500 New
BRWM
1620
B. Riley Wealth Management
Tennessee
$40K +$40K +483 New
WA
1621
WealthTrust-Arizona
Arizona
$33K +$8.25K +100 +33%
PWAG
1622
Polaris Wealth Advisory Group
California
$30K – – –
WAS
1623
Winch Advisory Services
Wisconsin
$30K +$30K +364 New
MDCM
1624
Morgan Dempsey Capital Management
Wisconsin
$29K -$8.49K -101 -23%
CAW
1625
Cornerstone Advisors (Washington)
Washington
$28K -$500 -6 -2%
63 64
65
66 67