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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
CBT
926
Central Bank & Trust
Kentucky
$2.47M +$2.47M +30,235 New
ICOA
927
Investment Centers of America
North Dakota
$2.47M +$2.48M +30,349 New
CCMINC
928
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.46M +$2.46M +30,123 New
SCA
929
Salient Capital Advisors
Texas
$2.46M +$2.45M +30,058 New
SFSG
930
Stearns Financial Services Group
North Carolina
$2.46M +$2.45M +30,036 New
CC
931
Columbia Capital
California
$2.46M +$2.45M +30,032 New
MIS
932
Morningstar Investment Services
Illinois
$2.45M +$2.44M +29,905 New
EM
933
Excalibur Management
Massachusetts
$2.42M +$2.42M +29,652 New
FAM
934
Fortaleza Asset Management
Illinois
$2.42M +$2.42M +29,580 New
DAC
935
Dividend Assets Capital
South Carolina
$2.39M +$2.39M +29,216 New
HSA
936
HBK Sorce Advisory
Pennsylvania
$2.38M +$2.38M +29,118 New
STMM
937
South Texas Money Management
Texas
$2.38M +$2.37M +29,068 New
ATC
938
Adirondack Trust Company
New York
$2.35M +$2.34M +28,713 New
VFS
939
VSR Financial Services
Kansas
$2.34M +$2.34M +28,624 New
TIM
940
Telemus Investment Management
Michigan
$2.33M +$2.33M +28,518 New
WTIM
941
Wilmington Trust Investment Management
Delaware
$2.33M +$2.32M +28,455 New
CCB
942
Cutter & Co Brokerage
Missouri
$2.33M +$2.32M +28,425 New
III
943
Independent Investors Inc
New York
$2.32M +$2.32M +28,420 New
AB
944
AT Bancorp
Iowa
$2.32M +$2.32M +28,372 New
CT
945
Coastline Trust
Rhode Island
$2.32M +$2.31M +28,315 New
1GA
946
1st Global Advisors
Texas
$2.29M +$2.29M +28,064 New
ACM
947
Ashford Capital Management
Delaware
$2.29M +$2.29M +28,021 New
Bank of Nova Scotia
948
Bank of Nova Scotia
Ontario, Canada
$2.27M +$2.27M +27,784 New
FM
949
Foster & Motley
Ohio
$2.27M +$2.26M +27,688 New
PSI
950
Pinnacle Summer Investments
Virginia
$2.26M +$2.26M +27,638 New
36 37
38
39 40

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.