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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 %
PIA
1651
Piedmont Investment Advisors
North Carolina
$99.8K -$2.79K -30 -3%
SCA
1652
Strategic Capital Alternatives
United States
$95K +$95K +1,017 New
BC
1653
Blackhill Capital
New Jersey
$93K – – –
WCM
1654
Wealthcare Capital Management
Virginia
$93K +$18.7K +200 +25%
TFA
1655
Transamerica Financial Advisors
Florida
$88K +$14.5K +154 +20%
NCMG
1656
NCM Capital Management Group
North Carolina
$88K +$88K +950 New
CCS
1657
Crosspoint Capital Strategies
California
$86K – – –
NIM
1658
NuWave Investment Management
New Jersey
$84K +$64.5K +693 +332%
AFIA
1659
America First Investment Advisors
Nebraska
$80K – – –
LFR
1660
Lehman Financial Resources
Pennsylvania
$73K – – –
CFG
1661
CKW Financial Group
Hawaii
$67K – – –
PFG
1662
Piershale Financial Group
Illinois
$64K +$187 +2 +0.3%
HF
1663
Hoxton Financial
West Virginia
$62K -$4.99K -54 -7%
FI
1664
FCM Investments
Texas
$56K – – –
DOA
1665
D'Orazio & Associates
Virginia
$55K – – –
BRWM
1666
B. Riley Wealth Management
Tennessee
$53K – – –
JAM
1667
JCIC Asset Management
Ontario, Canada
$51K +$13.9K +150 +38%
PFO
1668
Pathstone Family Office
New Jersey
$49K +$49K +526 New
MDCM
1669
Morgan Dempsey Capital Management
Wisconsin
$44K +$12K +130 +38%
EWM
1670
Elite Wealth Management
Washington
$42K – – –
MUMSS
1671
Mitsubishi UFJ Morgan Stanley Securities
Japan
$40K -$9.3K -100 -19%
PO
1672
Private Ocean
California
$34K – – –
MAS
1673
Madden Advisory Services
Florida
$30K +$280 +3 +0.9%
BBPWM
1674
Blue Bell Private Wealth Management
Pennsylvania
$28K – – –
WA
1675
WealthTrust-Arizona
Arizona
$28K – – –
65 66
67
68 69