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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 %
DBT
1601
Dubuque Bank & Trust
Iowa
$234K -$239K -2,570 -51%
HIM
1602
Hillsdale Investment Management
Ontario, Canada
$233K -$37.3K -400 -14%
MCMT
1603
Moon Capital Management (Tennessee)
Tennessee
$232K -$141K -1,514 -38%
CCM
1604
Check Capital Management
California
$231K -$46.5K -500 -17%
SMM
1605
Stadion Money Management
Georgia
$231K +$231K +2,486 New
FNBOH
1606
First National Bank of Hutchinson
Kansas
$229K – – –
PHAM
1607
Palisades Hudson Asset Management
Florida
$229K +$229K +2,458 New
GBA
1608
Garrison Bradford & Associates
New York
$226K -$8.11K -87 -3%
SCM
1609
Sterneck Capital Management
Missouri
$225K +$6.99K +75 +3%
AW
1610
ACG Wealth
Georgia
$225K +$225K +2,417 New
LC
1611
Lourd Capital
California
$223K -$205K -2,201 -48%
MA
1612
MCF Advisors
Kentucky
$222K +$12.6K +151 +6%
RMC
1613
Regis Management Company
California
$221K – – –
SC
1614
Scholtz & Company
Connecticut
$220K -$96.1K -1,034 -30%
EWA
1615
Exencial Wealth Advisors
Oklahoma
$220K +$186 +2 +0.1%
CG
1616
Corundum Group
Colorado
$220K +$9.61K +103 +5%
CIP
1617
Champlain Investment Partners
Vermont
$214K – – –
OWP
1618
Obermeyer Wealth Partners
Colorado
$213K – – –
DAS
1619
Dynamic Advisor Solutions
Arizona
$211K -$173K -1,858 -45%
PGA
1620
Portland Global Advisors
Maine
$210K -$9.3K -100 -4%
VFA
1621
Virtus Fund Advisers
Connecticut
$209K -$1.26M -13,530 -86%
LCOV
1622
London Company of Virginia
Virginia
$209K +$209K +2,241 New
KIM
1623
Karpus Investment Management
New York
$205K +$205K +2,200 New
CAL
1624
Capital Advisors Ltd
Ohio
$203K – – –
TCM
1625
Tradewinds Capital Management
Washington
$202K -$76.8K -824 -28%
63 64
65
66 67