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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
BRCM
826
Bright Rock Capital Management
Massachusetts
$3.44M +$3.43M +42,000 New
BIC
827
Beach Investment Counsel
Pennsylvania
$3.43M +$3.43M +41,954 New
CCM
828
Check Capital Management
California
$3.43M +$3.42M +41,889 New
RP
829
Riverbridge Partners
Minnesota
$3.42M +$3.42M +41,862 New
MJP
830
Michael J. Puzo
$3.41M +$3.4M +41,680 New
PFBT
831
Parkside Financial Bank & Trust
Missouri
$3.41M +$3.4M +41,683 New
AB
832
Amalgamated Bank
New York
$3.4M +$3.4M +41,595 New
TCOTO
833
Trust Company of the Ozarks
Missouri
$3.39M +$3.38M +41,392 New
WPC
834
White Pine Capital
Minnesota
$3.38M +$3.38M +41,366 New
PMFA
835
Plante Moran Financial Advisors
Michigan
$3.38M +$3.37M +41,309 New
BONST
836
Bank of Nova Scotia Trust
Ontario, Canada
$3.36M +$3.31M +40,552 New
BEAM
837
Baker Ellis Asset Management
Washington
$3.36M +$3.35M +41,027 New
AP
838
Archon Partners
New Jersey
$3.35M +$3.35M +41,000 New
EOJOAM
839
E. Ohman J:or Asset Management
Sweden
$3.34M +$3.33M +40,800 New
PWM
840
ParenteBeard Wealth Management
Pennsylvania
$3.33M +$3.32M +40,650 New
OCM
841
Oakwood Capital Management
California
$3.3M +$3.29M +40,330 New
CB
842
Chemical Bank
Michigan
$3.29M +$3.29M +40,249 New
NCM
843
Nebula Capital Management
Connecticut
$3.29M +$8.75M +107,200 New
ISB
844
Iowa State Bank
Iowa
$3.26M +$3.26M +39,891 New
IMOV
845
Investment Management of Virginia
Virginia
$3.26M +$3.25M +39,805 New
FAT
846
First American Trust
California
$3.25M +$3.25M +39,765 New
FMWA
847
Forvis Mazars Wealth Advisors
Missouri
$3.25M +$3.24M +39,695 New
AC
848
Addenda Capital
Quebec, Canada
$3.24M +$3.27M +40,032 New
DWA
849
Douglass Winthrop Advisors
New York
$3.24M +$3.24M +39,626 New
ADBIC
850
A.D. Beadell Investment Counsel
Wisconsin
$3.23M +$3.22M +39,455 New
32 33
34
35 36

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.