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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
GW
776
GW & Wade
Massachusetts
$4M +$3.99M +48,895 New
SNT
777
Security National Trust
West Virginia
$3.98M +$3.98M +48,707 New
TFA
778
Toth Financial Advisory
Virginia
$3.98M +$3.98M +48,709 New
VAS
779
Valicenti Advisory Services
New York
$3.98M +$3.98M +48,711 New
AIM
780
AMI Investment Management
Indiana
$3.98M +$3.97M +48,600 New
DHFB
781
Dixon Hubard Feinour & Brown
Virginia
$3.97M +$3.97M +48,581 New
WIC
782
Woodmont Investment Counsel
Tennessee
$3.96M +$3.95M +48,391 New
PLFAM
783
Pineno Levin & Ford Asset Management
Virginia
$3.95M +$3.94M +48,291 New
SC
784
SouthState Corp
Florida
$3.94M +$3.93M +48,184 New
IAM
785
Impax Asset Management
New Hampshire
$3.92M +$3.92M +47,965 New
EIM
786
Emerson Investment Management
Massachusetts
$3.91M +$3.91M +47,853 New
LGC
787
Laurel Grove Capital
California
$3.88M +$3.87M +47,400 New
NAM
788
NTV Asset Management
West Virginia
$3.87M +$3.86M +47,322 New
T
789
Thomaspartners
Massachusetts
$3.86M +$3.59M +43,963 New
FNBT
790
FineMark National Bank & Trust
Florida
$3.86M +$3.86M +47,210 New
BCB
791
Brian C. Broderick
$3.85M +$3.84M +47,031 New
TCCM
792
Timber Creek Capital Management
Massachusetts
$3.84M +$3.83M +46,927 New
AT
793
Arden Trust
Delaware
$3.81M +$3.81M +46,619 New
PFS
794
Penseco Financial Services
Pennsylvania
$3.81M +$3.8M +46,540 New
CCG
795
Cypress Capital Group
Florida
$3.78M +$3.78M +46,260 New
IIC
796
Ironwood Investment Counsel
Arizona
$3.78M +$3.78M +46,247 New
DIA
797
Denver Investment Advisors
Colorado
$3.78M +$3.78M +46,231 New
WP
798
WMS Partners
Maryland
$3.76M +$3.75M +45,961 New
WSCM
799
Wellington Shields Capital Management
New York
$3.75M +$3.75M +45,909 New
PHS
800
Pekin Hardy Strauss
Illinois
$3.73M +$3.73M +45,668 New
30 31
32
33 34

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.