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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
PL
526
Parthenon LLC
Kentucky
$8.72M +$8.71M +106,621 New
AIA
527
Avalon Investment & Advisory
Texas
$8.61M +$8.59M +105,245 New
BC
528
Burney Company
Virginia
$8.5M +$8.49M +103,972 New
WCP
529
Welch Capital Partners
New York
$8.44M +$8.43M +103,212 New
TCM
530
Twin Capital Management
Pennsylvania
$8.4M +$8.39M +102,730 New
FFBTD
531
First Financial Bank - Trust Division
Ohio
$8.33M +$8.31M +101,820 New
PAM
532
Private Asset Management
California
$8.31M +$8.29M +101,570 New
PDN
533
Pensionfund DSM Netherlands
Netherlands
$8.28M +$8.27M +101,276 New
Creative Planning
534
Creative Planning
Kansas
$8.25M +$8.23M +100,815 New
JWBC
535
J.W. Burns & Co
New York
$8.23M +$8.22M +100,609 New
SCM
536
Stonebridge Capital Management
California
$8.21M +$8.19M +100,350 New
SLI
537
Sumitomo Life Insurance
Japan
$8.2M +$8.19M +100,287 New
CAM
538
Centre Asset Management
New York
$8.14M +$8.13M +99,520 New
BFO
539
Boston Family Office
Massachusetts
$8.1M +$8.09M +99,066 New
NRS
540
Neville Rodie & Shaw
New York
$8M +$7.98M +97,754 New
WFM
541
Wilmington Funds Management
Delaware
$7.96M +$7.94M +97,259 New
MCM
542
McRae Capital Management
New Jersey
$7.93M +$7.92M +97,006 New
NPC
543
National Planning Corporation
California
$7.9M +$7.89M +96,647 New
OWD
544
Osborn Williams & Donohoe
Ohio
$7.84M +$7.82M +95,817 New
CAM
545
Carret Asset Management
New York
$7.74M +$7.73M +94,688 New
11A
546
10-15 Associates
New York
$7.74M +$7.73M +94,663 New
BA
547
Boston Advisors
Massachusetts
$7.74M +$7.72M +94,603 New
BFIM
548
Beese Fulmer Investment Management
Ohio
$7.72M +$7.71M +94,446 New
MFW
549
Meristem Family Wealth
Minnesota
$7.7M +$7.68M +94,105 New
DA
550
Dillon & Associates
Michigan
$7.67M +$7.63M +93,474 New
20 21
22
23 24

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.