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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
FWCM
1076
Ferguson Wellman Capital Management
Oregon
$1.47M +$1.46M +17,926 New
SBWM
1077
Sunflower Bank Wealth Management
Arizona
$1.46M +$1.46M +17,876 New
CFA
1078
Carroll Financial Associates
North Carolina
$1.46M +$1.46M +17,882 New
LCM
1079
LVM Capital Management
Michigan
$1.46M +$1.46M +17,861 New
ANBTV
1080
American National Bank & Trust (Virginia)
Virginia
$1.46M +$1.46M +17,866 New
WA
1081
Whitebox Advisors
Minnesota
$1.46M +$1.45M +17,811 New
PP
1082
Paloma Partners
Connecticut
$1.43M +$1.43M +17,522 New
FMP
1083
Financial Management Professionals
Texas
$1.42M +$1.42M +17,377 New
HT
1084
HighTower Trust
Texas
$1.42M +$1.42M +17,366 New
RBC
1085
Ronald Blue & Co
Georgia
$1.42M +$1.42M +17,339 New
BCMO
1086
Buckingham Capital Management (Ohio)
Ohio
$1.41M +$1.41M +17,263 New
FFC
1087
First Financial Corp
Indiana
$1.4M +$1.4M +17,157 New
SAM
1088
Sawgrass Asset Management
Florida
$1.39M +$1.38M +16,952 New
MGIA
1089
Moneta Group Investment Advisors
Missouri
$1.37M +$1.37M +16,750 New
WIL
1090
Winifred I. Li
$1.37M +$1.36M +16,709 New
TL
1091
Tirschwell & Loewy
New York
$1.37M +$1.36M +16,704 New
CCG
1092
Chatham Capital Group
Georgia
$1.36M +$1.36M +16,595 New
ACM
1093
Alpha Capital Management
Texas
$1.35M +$1.35M +16,490 New
GIP
1094
Greatmark Investment Partners
Georgia
$1.34M +$1.34M +16,413 New
TSBJ
1095
Trevor, Stewart, Burton & Jacobsen
New York
$1.32M +$1.32M +16,165 New
AIM
1096
Aspen Investment Management
Michigan
$1.32M +$1.32M +16,166 New
FCIM
1097
Fairview Capital Investment Management
California
$1.32M +$1.32M +16,123 New
WSA
1098
Willow Street Advisors
Florida
$1.31M +$1.17M +14,385 New
BCM
1099
Boltwood Capital Management
California
$1.3M +$1.29M +15,850 New
RMCM
1100
Reynders McVeigh Capital Management
Massachusetts
$1.29M +$1.29M +15,803 New
42 43
44
45 46

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.