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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 %
AII
1676
AGF Investments Inc
Ontario, Canada
$28K – – –
MC
1677
MSF Capital
New York
$28K +$28K +300 New
AA
1678
Apriem Advisors
California
$23K +$9.29K +99 +68%
UB
1679
UMB Bank
Missouri
$21.1K +$190 +2,037 +0.9%
KPCM
1680
Kings Point Capital Management
New York
$21K – – –
FWM
1681
Focused Wealth Management
New York
$19K – – –
GXMC
1682
Global X Management Company
New York
$17K -$4.72K -50 -22%
NG
1683
NatWest Group
United Kingdom
$15.9K +$592 +6,358 +4%
LWM
1684
Lenox Wealth Management
Ohio
$15K – – –
FA
1685
Financial Advantage
Maryland
$15K – – –
LWM
1686
LBA Wealth Management
Florida
$12K – – –
Group One Trading
1687
Group One Trading
Illinois
$9K -$9K -100 -50%
IRS
1688
Invictus RG (Singapore)
Singapore
$9K +$9K +98 New
SFPM
1689
Sensible Financial Planning & Management
Massachusetts
$9K +$9K +100 New
FNYS
1690
First New York Securities
New York
$2K +$2K +50 New
Arrowstreet Capital
1691
Arrowstreet Capital
Massachusetts
– -$18.9M -211,999 Closed
AC
1692
Ascend Capital
California
– -$13.4M -150,000 Closed
BMCMI
1693
Bryn Mawr Capital Management Inc
Pennsylvania
– -$12.8M -143,800 Closed
AF
1694
Ally Financial
Michigan
– -$12.5M -140,000 Closed
LWCA
1695
Locust Wood Capital Advisers
New York
– -$10.1M -113,241 Closed
KAS
1696
Kemnay Advisory Services
New York
– -$8.49M -95,000 Closed
PC
1697
PointState Capital
New York
– -$4.99M -55,900 Closed
MCM
1698
Moore Capital Management
New York
– -$3.13M -35,000 Closed
HCC
1699
Hirtle Callaghan & Co
Pennsylvania
– -$1.51M -16,921 Closed
KCM
1700
KSA Capital Management
New Jersey
– -$1.22M -13,700 Closed
66 67
68
69 70