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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
AP
576
Appleton Partners
Massachusetts
$7.04M +$7.03M +86,044 New
WAM
577
Wallington Asset Management
Indiana
$7.01M +$7M +85,697 New
ELC
578
Edgar Lomax Company
Virginia
$7M +$6.99M +85,645 New
WDA
579
Wendell David Associates
New Hampshire
$6.92M +$6.89M +84,404 New
SIPS
580
Shelter Insurance Profit Sharing
Missouri
$6.9M +$6.89M +84,400 New
LRPA
581
L. Roy Papp & Associates
Arizona
$6.9M +$6.88M +84,312 New
KIA
582
KCM Investment Advisors
California
$6.89M +$6.88M +84,289 New
LBC
583
Lawrence B. Cohen
$6.87M +$6.86M +84,010 New
PVH
584
Psagot Value Holdings
Israel
$6.84M +$6.83M +83,598 New
MCC
585
Mid Continent Capital
Illinois
$6.75M +$6.74M +82,554 New
AT
586
Acadia Trust
Maine
$6.74M +$6.73M +82,379 New
CIM
587
Calvert Investment Management
Maryland
$6.7M +$6.69M +81,876 New
WSTAM
588
Wilbanks Smith & Thomas Asset Management
Virginia
$6.67M +$6.66M +81,582 New
PP
589
Palladium Partners
Virginia
$6.65M +$6.64M +81,282 New
CHA
590
Cedar Hill Associates
Illinois
$6.64M +$6.63M +81,188 New
VC
591
Vestor Capital
Illinois
$6.64M +$6.63M +81,144 New
RJT
592
Raymond James Trust
Florida
$6.62M +$6.61M +80,991 New
AWM
593
Altavista Wealth Management
North Carolina
$6.62M +$6.61M +80,909 New
HAIM
594
Hunter Associates Investment Management
Pennsylvania
$6.61M +$6.6M +80,868 New
Parallax Volatility Advisers
595
Parallax Volatility Advisers
California
$6.61M +$6.6M +80,814 New
HTHT
596
Hemenway Trust Hemenway Trust
New Hampshire
$6.61M +$6.59M +80,760 New
PAMG
597
Patton Albertson Miller Group
Tennessee
$6.58M +$6.57M +80,460 New
SLF
598
Sun Life Financial
Ontario, Canada
$6.57M +$6.56M +80,364 New
CCFCSB
599
Cape Cod Five Cents Savings Bank
Massachusetts
$6.55M +$6.54M +80,070 New
BT
600
Beacon Trust
New Jersey
$6.55M +$6.54M +80,037 New
22 23
24
25 26

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.