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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
NLI
601
Nippon Life Insurance
Japan
$6.53M +$6.52M +79,827 New
DG
602
Davidson & Garrard
Virginia
$6.51M +$6.5M +79,631 New
HL
603
HeadInvest LLC
Maine
$6.49M +$6.48M +79,334 New
WCM
604
Wisconsin Capital Management
Wisconsin
$6.48M +$6.47M +79,175 New
FNT
605
First National Trust
Pennsylvania
$6.45M +$6.44M +78,875 New
GKIM
606
GW&K Investment Management
Massachusetts
$6.42M +$6.41M +78,485 New
CCA
607
Cobblestone Capital Advisors
New York
$6.4M +$6.39M +78,303 New
HFS
608
Haverford Financial Services
Pennsylvania
$6.38M +$6.37M +78,043 New
Northwestern Mutual Wealth Management
609
Northwestern Mutual Wealth Management
Wisconsin
$6.36M +$6.35M +77,766 New
PCMI
610
Paradigm Capital Management Inc
New York
$6.33M +$6.32M +77,403 New
FNBTCON
611
First National Bank & Trust Co of Newtown
Pennsylvania
$6.33M +$6.32M +77,396 New
RNS
612
Robert N. Shapiro
$6.33M +$6.32M +77,362 New
Cambridge Investment Research Advisors
613
Cambridge Investment Research Advisors
Iowa
$6.3M +$6.29M +77,005 New
WCM
614
Windward Capital Management
California
$6.3M +$6.29M +76,981 New
PP
615
Patten & Patten
Tennessee
$6.29M +$6.28M +76,931 New
Natixis Advisors
616
Natixis Advisors
Massachusetts
$6.28M +$6.27M +76,811 New
CPIM
617
Columbia Partners Investment Management
Virginia
$6.25M +$6.24M +76,477 New
TFF
618
Timothy F. Fidgeon
$6.24M +$6.23M +76,253 New
GCAC
619
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.19M +$6.28M +76,946 New
VW
620
Vantage Wealth
California
$6.17M +$6.16M +75,481 New
GIM
621
Greystone Investment Management
Ohio
$6.17M +$6.16M +75,403 New
DPIM
622
Duff & Phelps Investment Management
Illinois
$6.13M +$6.12M +74,925 New
LA
623
Lau Associates
Delaware
$6.13M +$6.12M +74,894 New
AHC
624
Adell Harriman & Carpenter
Texas
$6.11M +$6.1M +74,680 New
RT
625
Reliance Trust
Georgia
$6.08M +$6.07M +74,390 New
23 24
25
26 27

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.