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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
ANRIA
1026
American National Registered Investment Advisor
Texas
$1.71M +$1.7M +20,855 New
CNC
1027
Citizens & Northern Corp
Pennsylvania
$1.7M +$1.69M +20,756 New
SCM
1028
Southport Capital Management
Tennessee
$1.69M +$1.68M +20,608 New
WS
1029
Wedbush Securities
California
$1.68M +$1.68M +20,554 New
CCM
1030
Coldstream Capital Management
Washington
$1.68M +$1.67M +20,497 New
CYG
1031
Clean Yield Group
Vermont
$1.67M +$1.66M +20,360 New
PPSG
1032
Princeton Portfolio Strategies Group
New Jersey
$1.66M +$1.66M +20,309 New
SPC
1033
Stewart & Patten Company
California
$1.66M +$1.66M +20,274 New
SKK
1034
Shepherd Kaplan Krochuk
Massachusetts
$1.65M +$1.65M +20,181 New
BP
1035
Banyan Partners
Florida
$1.65M +$1.64M +20,114 New
OMCS
1036
Old Mutual Customised Solutions
South Africa
$1.64M +$1.64M +20,100 New
MIU
1037
Man Investments (UK)
United Kingdom
$1.64M +$1.64M +20,079 New
PL
1038
Perpetual Ltd
Australia
$1.64M +$1.64M +20,048 New
MA
1039
Marshwinds Advisory
Georgia
$1.63M +$1.63M +19,940 New
LPC
1040
Loeb Partners Corp
New York
$1.63M +$1.63M +19,930 New
ACP
1041
Ashfield Capital Partners
California
$1.63M +$1.62M +19,899 New
GF
1042
Genworth Financial
Virginia
$1.63M +$1.62M +19,878 New
HFM
1043
Hartford Financial Management
Connecticut
$1.63M +$1.62M +19,871 New
SAM
1044
Shamrock Asset Management
Texas
$1.62M +$1.61M +19,767 New
PFM
1045
PacWest Financial Management
Arizona
$1.62M +$1.62M +19,820 New
TF
1046
Tompkins Financial
New York
$1.61M +$1.61M +19,708 New
WF
1047
WealthTrust Fairport
Ohio
$1.6M +$1.6M +19,615 New
MPAM
1048
Murphy Pohlad Asset Management
Minnesota
$1.6M +$1.6M +19,551 New
CIM
1049
CIM Investment Management
Pennsylvania
$1.59M +$1.59M +19,497 New
TC
1050
TradeLink Capital
Illinois
$1.59M +$1.59M +19,500 New
40 41
42
43 44

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.