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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 %
IWC
1626
Integrated Wealth Counsel
California
$34K +$10.4K +125 +44%
PWAG
1627
Polaris Wealth Advisory Group
California
$30K – – –
CAW
1628
Cornerstone Advisors (Washington)
Washington
$28K +$1.47K +18 +6%
MAS
1629
Madden Advisory Services
Florida
$26K -$230K -2,797 -90%
GXMC
1630
Global X Management Company
New York
$25K – – –
PR
1631
Payden & Rygel
California
$25K – – –
WA
1632
WealthTrust-Arizona
Arizona
$25K – – –
TDC
1633
Thompson Davis & Co
Virginia
$25K +$25K +297 New
BBPWM
1634
Blue Bell Private Wealth Management
Pennsylvania
$25K +$25K +301 New
FA
1635
Financial Advantage
Maryland
$22K – – –
UB
1636
UMB Bank
Missouri
$21.4K +$1.14K +13,687 +6%
IC
1637
IKOS CIF
Cyprus
$18K +$18K +219 New
EAMA
1638
EFG Asset Management (Americas)
Florida
$13.4K +$13.4K +161 New
PO
1639
Private Ocean
California
$13K +$13K +160 New
LWM
1640
Lenox Wealth Management
Ohio
$13K +$13K +161 New
IAS
1641
INR Advisory Services
Pennsylvania
$12K +$12K +150 New
AA
1642
Apriem Advisors
California
$9K -$4.59K -53 -34%
FWM
1643
Focused Wealth Management
New York
$9K – – –
LWM
1644
LBA Wealth Management
Florida
$9K +$9K +112 New
DIA
1645
Denver Investment Advisors
Colorado
$8.17K +$4.35K +52,380 +113%
KPCM
1646
Kings Point Capital Management
New York
$8K +$8K +100 New
SMA
1647
Simply Money Advisors
Ohio
$7K – – –
EMA
1648
Efficient Market Advisors
California
$6K +$1.23K +15 +26%
MRCM
1649
M&R Capital Management
New Jersey
$5.53K -$100 -1,204 -2%
WIC
1650
Willis Investment Counsel
Georgia
$4.4K -$232 -2,800 -5%
64 65
66
67 68