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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
SOMRS
76
State of Michigan Retirement System
Michigan
$204M +$204M +2,494,588 New
SO
77
STRS Ohio
Ohio
$204M +$204M +2,494,050 New
Parnassus Investments
78
Parnassus Investments
California
$202M +$202M +2,475,000 New
TD Asset Management
79
TD Asset Management
Ontario, Canada
$202M +$202M +2,471,752 New
PPA
80
Parametric Portfolio Associates
Washington
$198M +$197M +2,415,045 New
Diamond Hill Capital Management
81
Diamond Hill Capital Management
Ohio
$197M +$197M +2,409,713 New
FAM
82
Fred Alger Management
New York
$192M +$191M +2,343,114 New
JFL
83
Jarislowsky, Fraser Ltd
Quebec, Canada
$191M +$191M +2,334,211 New
TA
84
Teachers Advisors
New York
$185M +$184M +2,257,700 New
MTB
85
Mizuho Trust & Banking
Japan
$184M +$183M +2,246,403 New
Capital International Investors
86
Capital International Investors
California
$181M +$181M +2,215,000 New
TG
87
TCW Group
California
$179M +$178M +2,185,827 New
IGIM
88
I.G. Investment Management
Manitoba, Canada
$175M +$175M +2,139,017 New
WHG
89
Westwood Holdings Group
Texas
$167M +$167M +2,044,023 New
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$157M +$157M +1,922,604 New
AGA
91
Altrinsic Global Advisors
Connecticut
$157M +$157M +1,918,407 New
IG
92
ING Group
Netherlands
$156M +$156M +1,912,398 New
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$155M +$155M +1,894,877 New
MAA
94
Managed Account Advisors
New Jersey
$153M +$153M +1,875,347 New
Principal Financial Group
95
Principal Financial Group
Iowa
$152M +$151M +1,854,520 New
FI
96
Focused Investors
California
$149M +$149M +1,825,300 New
BJ
97
BlackRock Japan
Japan
$149M +$148M +1,817,356 New
WT
98
Wellcome Trust
United Kingdom
$147M +$147M +1,800,000 New
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$142M +$142M +1,741,819 New
KeyBank National Association
100
KeyBank National Association
Ohio
$142M +$142M +1,739,101 New
2 3
4
5 6

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.