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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
ECM
751
Ensemble Capital Management
California
$4.34M +$4.34M +53,105 New
PIM
752
Penobscot Investment Management
Massachusetts
$4.34M +$4.33M +53,070 New
Envestnet Asset Management
753
Envestnet Asset Management
Illinois
$4.34M +$4.33M +53,025 New
MA
754
Montag & Associates
Georgia
$4.33M +$4.33M +52,984 New
MCM
755
Monarch Capital Management
Indiana
$4.33M +$4.32M +52,954 New
BA
756
Bridgewater Associates
Connecticut
$4.29M +$4.29M +52,486 New
NCM
757
Noesis Capital Mangement
Florida
$4.29M +$4.28M +52,385 New
MYAM
758
Meiji Yasuda Asset Management
Japan
$4.26M +$4.25M +52,067 New
NSAM
759
North Star Asset Management
Wisconsin
$4.24M +$4.23M +51,832 New
EGA
760
Eagle Global Advisors
Texas
$4.23M +$4.22M +51,736 New
PTC
761
Petrus Trust Company
Texas
$4.2M +$4.2M +51,403 New
LNB
762
Ledyard National Bank
$4.2M +$4.19M +51,344 New
FTC
763
Farmers Trust Company
Ohio
$4.18M +$4.18M +51,163 New
SWK
764
Stephen W. Kidder
$4.17M +$4.16M +50,907 New
BTNA
765
Bremer Trust National Association
Minnesota
$4.16M +$4.15M +50,876 New
LJHT
766
Laurie J. Hall Trustee
$4.15M +$4.14M +50,699 New
Daiwa Securities Group
767
Daiwa Securities Group
Japan
$4.1M +$4.1M +50,185 New
TCM
768
Tradition Capital Management
New Jersey
$4.1M +$4.09M +50,092 New
TNBTD
769
Trustmark National Bank Trust Department
Mississippi
$4.08M +$4.08M +49,929 New
SAIG
770
Semper Augustus Investments Group
Colorado
$4.05M +$4.05M +49,580 New
CCM
771
Catawba Capital Management
Virginia
$4.04M +$4.04M +49,422 New
IC
772
InterOcean Capital
Illinois
$4.03M +$4.02M +49,224 New
Connor, Clark & Lunn Investment Management (CC&L)
773
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.03M +$3.81M +46,650 New
AMG
774
Asset Management Group
Connecticut
$4.01M +$4.01M +49,095 New
OA
775
OFI Advisors
Pennsylvania
$4.01M +$4M +49,032 New
29 30
31
32 33

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.