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PepsiCo
PEP

1,516 hedge funds and large institutions have $87.9B invested in PepsiCo in 2013 Q2 according to their latest regulatory filings, with 1,516 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

69.49% more ownership

Funds ownership: 0% → 69.49% (+69%)

8% more call options, than puts

Call options by funds: $681M | Put options by funds: $632M

Holders
1,516
Holders Change
+1,516
Holders Change %
–
% of All Funds
49.46%
Holding in Top 10
245
Holding in Top 10 Change
+245
Holding in Top 10 Change %
% of All Funds
7.99%
New
1,516
Increased
–
Reduced
–
Closed
–
Calls
$681M
Puts
$632M
Net Calls
+$48.6M
Net Calls Change
+$48.6M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
376
Sabal Trust
Florida
$15.2M +$15.1M +185,399 New
CSIC
377
Clifford Swan Investment Counsel
California
$15.1M +$15.1M +184,648 New
AAM
378
Auxier Asset Management
Oregon
$15.1M +$15.1M +184,447 New
First Manhattan
379
First Manhattan
New York
$15.1M +$14.4M +176,878 New
MOACM
380
Mutual of America Capital Management
New York
$15.1M +$15M +184,219 New
RJFSA
381
Raymond James Financial Services Advisors
Florida
$15M +$14.9M +182,923 New
LI
382
LMCG Investments
Massachusetts
$14.8M +$14.7M +180,436 New
SMI
383
Shelter Mutual Insurance
Missouri
$14.6M +$14.5M +177,930 New
FBNAT
384
FirstMerit Bank N.A. Trustee
Ohio
$14.5M +$14.5M +177,494 New
JAM
385
Jupiter Asset Management
United Kingdom
$14.5M +$14.5M +177,347 New
CI
386
Conning Inc
Connecticut
$14.5M +$14.5M +177,001 New
CDH
387
Charles D. Hyman
$14.5M +$14.4M +176,803 New
SRIM
388
Saratoga Research & Investment Management
California
$14.4M +$14.4M +176,174 New
WI
389
Wafra Inc
New York
$14.3M +$14.3M +175,300 New
ACA
390
Anchor Capital Advisors
Massachusetts
$14.3M +$14.2M +174,383 New
GGI
391
Godsey & Gibb Inc
Virginia
$14.3M +$14.2M +174,224 New
WPC
392
Waters Parkerson & Co
Louisiana
$14.2M +$14.2M +173,679 New
EWM
393
Evercore Wealth Management
New York
$14.2M +$14.1M +172,986 New
MWAC
394
Mariner Wealth Advisors (Cincinnati)
Ohio
$14M +$13.9M +170,802 New
CK
395
Cohen Klingenstein
New York
$14M +$13.9M +170,605 New
OPCM
396
Osborne Partners Capital Management
California
$13.9M +$13.9M +170,522 New
MCM
397
Maryland Capital Management
Maryland
$13.9M +$13.9M +170,447 New
DIA
398
Davidson Investment Advisors
Montana
$13.7M +$13.7M +167,189 New
TBA
399
Tower Bridge Advisors
Pennsylvania
$13.7M +$13.6M +166,893 New
ACM
400
Argent Capital Management
Missouri
$13.6M +$13.5M +165,761 New
14 15
16
17 18

PEP Hedge Fund Activity: Q2 2013 in Review

1,516 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2013, worth a combined $87.9B.

Buyers outnumbered sellers: 1,516 funds opened new PEP positions and 0 closed out — a net gain of 1,516 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,516 institutional investors held PepsiCo (PEP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $87.9B of PepsiCo stock for Q2 2013.
  • 1,516 funds opened new PepsiCo positions in Q2 2013 and 0 closed out, a net change of +1,516 holders.

Based on aggregated 13F filings for Q2 2013.