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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
BPM
1051
Bowling Portfolio Management
Ohio
$1.59M +$1.59M +19,466 New
AAC
1052
Asset Advisors Corp
Georgia
$1.59M +$1.59M +19,428 New
HHAA
1053
Henry H. Armstrong Associates
Pennsylvania
$1.59M +$1.58M +19,408 New
AIP
1054
Ameritas Investment Partners
Nebraska
$1.59M +$1.58M +19,400 New
SACTSONJ
1055
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.59M +$1.58M +19,397 New
AAM
1056
Azzad Asset Management
Virginia
$1.58M +$1.62M +19,838 New
LW
1057
Linscomb Wealth
Texas
$1.58M +$1.57M +19,284 New
JWA
1058
JFS Wealth Advisors
Pennsylvania
$1.57M +$1.57M +19,213 New
AWA
1059
AmeriServ Wealth Advisors
Pennsylvania
$1.55M +$1.55M +19,002 New
BSWMG
1060
Barrington Strategic Wealth Management Group
Illinois
$1.54M +$1.54M +18,881 New
DBIA
1061
Dumont & Blake Investment Advisors
New Jersey
$1.54M +$1.54M +18,850 New
KFS
1062
KMS Financial Services
Washington
$1.53M +$1.53M +18,716 New
FMLI
1063
Fukoku Mutual Life Insurance
Japan
$1.53M +$1.53M +18,700 New
MAM
1064
Mizuho Asset Management
Japan
$1.53M +$1.53M +18,681 New
RCYC
1065
Richard C. Young & Co
Rhode Island
$1.53M +$1.53M +18,681 New
CIM
1066
CenturyLink Investment Management
Colorado
$1.52M +$1.52M +18,594 New
GLI
1067
Guardian Life Insurance
New York
$1.52M +$1.52M +18,567 New
RIM
1068
Regent Investment Management
Kentucky
$1.52M +$1.52M +18,565 New
FANJ
1069
Financial Architects (New Jersey)
New Jersey
$1.51M +$1.52M +18,561 New
GA
1070
Geneva Advisors
Illinois
$1.5M +$1.5M +18,314 New
WA
1071
WFG Advisors
Texas
$1.49M +$1.49M +18,208 New
FLC
1072
Francis L. Coolidge
$1.49M +$1.48M +18,181 New
PTC
1073
Private Trust Company
Ohio
$1.48M +$1.48M +18,075 New
HR
1074
Howe & Rusling
New York
$1.48M +$1.47M +18,034 New
JCM
1075
Jag Capital Management
Missouri
$1.47M +$1.47M +18,003 New
41 42
43
44 45

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.