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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
SCM
876
Siphron Capital Management
California
$3M +$3M +36,730 New
FMC
877
First Merchants Corp
Indiana
$3M +$3M +36,695 New
RHJA
878
Rice Hall James & Associates
California
$2.98M +$2.98M +36,465 New
TBNY
879
Trustco Bank (New York)
New York
$2.97M +$2.96M +36,258 New
KB
880
Kimelman & Baird
New York
$2.95M +$2.95M +36,100 New
AMIM
881
Aull & Monroe Investment Management
Alabama
$2.94M +$2.93M +35,929 New
ECM
882
Exchange Capital Management
Michigan
$2.92M +$2.92M +35,738 New
LNWWM
883
Laird Norton Wetherby Wealth Management
California
$2.91M +$2.91M +35,581 New
LTI
884
Laffer Tengler Investments
Tennessee
$2.91M +$2.91M +35,585 New
BRM
885
Boston Research & Management
Massachusetts
$2.9M +$2.9M +35,467 New
WAM
886
Wolverine Asset Management
Illinois
$2.89M +$2.89M +35,388 New
HAI
887
Hennessy Advisors Inc
California
$2.89M +$2.88M +35,300 New
KCMRT
888
Kemper Corp Master Retirement Trust
Illinois
$2.86M +$2.86M +35,000 New
EFS
889
Essex Financial Services
Connecticut
$2.86M +$2.85M +34,956 New
ST
890
Smithfield Trust
Pennsylvania
$2.85M +$2.85M +34,879 New
GD
891
Grandfield & Dodd
New York
$2.84M +$2.83M +34,677 New
M
892
MOTCO
Texas
$2.83M +$2.83M +34,609 New
BST
893
Bath Savings Trust
Maine
$2.83M +$2.82M +34,579 New
WC
894
Whitnell & Co
Illinois
$2.82M +$2.82M +34,480 New
NCM
895
Novare Capital Management
North Carolina
$2.8M +$2.8M +34,242 New
IIM
896
Ipswich Investment Management
Massachusetts
$2.78M +$2.78M +34,047 New
NIC
897
Northwest Investment Counselors
Oregon
$2.78M +$2.78M +33,998 New
MMG
898
Monetary Management Group
Missouri
$2.78M +$2.78M +34,011 New
CCM
899
Compton Capital Management
Rhode Island
$2.78M +$2.77M +33,976 New
DCM
900
Delta Capital Management
New Jersey
$2.78M +$2.77M +33,955 New
34 35
36
37 38

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.