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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
DSC
1001
Duncker Streett & Co
Missouri
$1.93M +$1.92M +23,549 New
WRM
1002
Westport Resources Management
Connecticut
$1.92M +$1.92M +23,466 New
BA
1003
Bennicas & Associates
California
$1.91M +$1.91M +23,367 New
KTC
1004
Kistler-Tiffany Companies
Pennsylvania
$1.91M +$1.9M +23,312 New
HK
1005
Horizon Kinetics
New York
$1.91M +$1.9M +23,286 New
RIL
1006
Rothschild Investment LLC
Illinois
$1.9M +$1.9M +23,279 New
RS
1007
Robeco Schweiz
Switzerland
$1.89M +$1.89M +23,100 New
UFG
1008
United Fire Group
Iowa
$1.88M +$1.88M +23,000 New
SIG
1009
Schooner Investment Group
Pennsylvania
$1.85M +$1.84M +22,500 New
LSV Asset Management
1010
LSV Asset Management
Illinois
$1.83M +$1.83M +22,401 New
NAMP
1011
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.82M +$1.82M +22,258 New
HCM
1012
Hodges Capital Management
Texas
$1.81M +$1.81M +22,159 New
SSG
1013
Summit Securities Group
New York
$1.81M +$1.81M +22,117 New
GG
1014
Greenwood Gearhart
Arkansas
$1.81M +$1.81M +22,122 New
MS
1015
Marshall & Sullivan
Washington
$1.81M +$1.8M +22,104 New
GGPS
1016
Gary Goldberg Planning Services
New York
$1.8M +$1.8M +22,031 New
AC
1017
AFAM Capital
Texas
$1.8M +$1.8M +22,011 New
LKIM
1018
Lawson Kroeker Investment Management
Nebraska
$1.79M +$1.78M +21,850 New
ICAS
1019
Investors Capital Advisory Services
Massachusetts
$1.78M +$1.78M +21,789 New
MNBTD
1020
Moody National Bank Trust Division
Texas
$1.77M +$1.77M +21,675 New
BMM
1021
Buffington Mohr McNeal
Idaho
$1.77M +$1.77M +21,666 New
FPTW
1022
Franklin, Parlapiano, Turner & Welch
Texas
$1.76M +$1.76M +21,520 New
CASB
1023
Cape Ann Savings Bank
Massachusetts
$1.75M +$1.74M +21,358 New
FDCC
1024
Foster Dykema Cabot & Co
Massachusetts
$1.74M +$1.74M +21,292 New
SC
1025
Schulhoff & Co
Ohio
$1.72M +$1.72M +21,055 New
39 40
41
42 43

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.