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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
$3.31B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$517M
3
Franklin Resources
Franklin Resources
California
$1.57B
4
UBS AM
UBS AM
Illinois
$615M
5
JHIU
Janus Henderson Investors US
Colorado
$354M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.43B
2
State Street
State Street
Massachusetts
$5.03B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$799M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$670M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
1626
Madden Advisory Services
Florida
$27K +$85 +1 +0.3%
AII
1627
AGF Investments Inc
Ontario, Canada
$25K -$467K -5,600 -95%
PR
1628
Payden & Rygel
California
$25K – – –
BBPWM
1629
Blue Bell Private Wealth Management
Pennsylvania
$25K – – –
FA
1630
Financial Advantage
Maryland
$22K – – –
GXMC
1631
Global X Management Company
New York
$19K -$6.2K -75 -25%
LWM
1632
Lenox Wealth Management
Ohio
$13K – – –
LWM
1633
LBA Wealth Management
Florida
$11K +$1.22K +14 +13%
IWC
1634
Integrated Wealth Counsel
California
$10K -$22.8K -285 -70%
AA
1635
Apriem Advisors
California
$9K +$86 +1 +1%
FWM
1636
Focused Wealth Management
New York
$9K +$167 +2 +2%
MIM
1637
Macroview Investment Management
Maryland
$8K +$8K +96 New
CFN
1638
Cordasco Financial Network
Florida
$8K +$8K +100 New
EMA
1639
Efficient Market Advisors
California
$5K -$1.29K -15 -21%
TDC
1640
Thompson Davis & Co
Virginia
$4K -$23.6K -254 -86%
NIM
1641
NuWave Investment Management
New Jersey
$3K -$245K -3,346 -99%
Winslow Capital Management
1642
Winslow Capital Management
Minnesota
$2K +$2K +28 New
FFS
1643
Founders Financial Securities
Maryland
$1.66K +$329 +3,938 +25%
FPCG
1644
Fort Pitt Capital Group
Pennsylvania
$932 – – –
Millennium Management
1645
Millennium Management
New York
– -$91M -1,097,003 Closed
SCM
1646
Stevens Capital Management
Pennsylvania
– -$46.3M -558,634 Closed
VAM
1647
Visium Asset Management
New York
– -$20.7M -250,004 Closed
WI
1648
Wafra Inc
New York
– -$14.5M -175,300 Closed
Capstone Investment Advisors
1649
Capstone Investment Advisors
New York
– -$8.21M -98,992 Closed
Walleye Trading
1650
Walleye Trading
New York
– -$7.67M -92,419 Closed
64 65
66
67 68