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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
TTWM
676
TCV Trust & Wealth Management
Virginia
$5.42M +$5.42M +66,317 New
Jones Financial Companies
677
Jones Financial Companies
Missouri
$5.41M +$5.4M +66,154 New
1IA
678
1834 Investment Advisors
Wisconsin
$5.39M +$5.38M +65,892 New
ST
679
Spinnaker Trust
Maine
$5.37M +$5.37M +65,702 New
DLCIG
680
D.L. Carlson Investment Group
New Hampshire
$5.36M +$5.35M +65,563 New
WG
681
Winchester Group
New York
$5.33M +$5.32M +65,208 New
OPTFSNA
682
Old Point Trust & Financial Services N A
Virginia
$5.31M +$5.3M +64,952 New
TRIM
683
Thompson Rubinstein Investment Management
Oregon
$5.29M +$5.29M +64,730 New
FSC
684
Fiduciary Services Corp
Georgia
$5.29M +$5.28M +64,704 New
CO
685
Caldwell & Orkin
Georgia
$5.28M +$5.27M +64,575 New
AF
686
Arrow Financial
New York
$5.27M +$5.26M +64,438 New
HBT
687
Hills Bank & Trust
Iowa
$5.24M +$5.23M +64,071 New
OCM
688
Olstein Capital Management
New York
$5.24M +$5.23M +64,000 New
FNT
689
First Nebraska Trust
Nebraska
$5.22M +$5.21M +63,774 New
LIC
690
Lodestar Investment Counsel
Illinois
$5.22M +$5.21M +63,778 New
CW
691
Cobiz Wealth
Colorado
$5.2M +$5.19M +63,530 New
GWI
692
Grace & White Inc
New York
$5.1M +$5.09M +62,350 New
BCA
693
Bernzott Capital Advisors
California
$5.06M +$5.06M +61,920 New
CA
694
CapWealth Advisors
Tennessee
$5.06M +$5.05M +61,872 New
WKA
695
Wilson Kemp & Associates
Michigan
$5.06M +$5.05M +61,841 New
WIC
696
Wilkins Investment Counsel
Massachusetts
$5.05M +$5.04M +61,722 New
CIC
697
Cutler Investment Counsel
Oregon
$5.04M +$5.04M +61,667 New
AIP
698
ARS Investment Partners
New York
$5.04M +$5.03M +61,620 New
RW
699
Rand Wealth
Maryland
$5.03M +$5.02M +61,518 New
PFPT
700
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.03M +$5.02M +61,448 New
26 27
28
29 30

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.