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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
BAM
1101
Berkshire Asset Management
Pennsylvania
$1.29M +$1.29M +15,782 New
AI
1102
Atria Investments
North Carolina
$1.29M +$1.29M +15,785 New
BHBT
1103
Burke & Herbert Bank & Trust
Virginia
$1.29M +$1.29M +15,753 New
SIM
1104
SSI Investment Management
California
$1.28M +$1.28M +15,636 New
SNBOSCI
1105
Security National Bank of Sioux City Iowa
Iowa
$1.28M +$1.28M +15,626 New
SNBOSD
1106
Security National Bank of So Dak
Iowa
$1.27M +$1.27M +15,586 New
BAIA
1107
Bel Air Investment Advisors
California
$1.26M +$1.26M +15,464 New
DD
1108
Dominick & Dominick
New York
$1.26M +$1.26M +15,384 New
GIM
1109
Guardian Investment Management
California
$1.24M +$1.22M +15,000 New
Westfield Capital Management
1110
Westfield Capital Management
Massachusetts
$1.24M +$1.23M +15,111 New
NSIM
1111
North Star Investment Management
Illinois
$1.24M +$1.23M +15,117 New
SIM
1112
Sentry Investment Management
Wisconsin
$1.23M +$1.23M +15,056 New
RIA
1113
Rushmore Investment Advisors
Texas
$1.23M +$1.23M +15,042 New
TCM
1114
Telos Capital Management
California
$1.23M +$1.22M +15,000 New
MCTIC
1115
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.22M +$1.22M +14,970 New
EI
1116
EDMP Inc
Florida
$1.22M +$1.22M +14,890 New
SCIA
1117
Sanibel Captiva Investment Advisers
Illinois
$1.22M +$1.21M +14,878 New
MPIA
1118
Mountain Pacific Investment Advisers
Idaho
$1.22M +$1.22M +14,884 New
DR
1119
Davis Rea
Ontario, Canada
$1.21M +$1.2M +14,745 New
WOC
1120
West Oak Capital
California
$1.2M +$1.19M +14,617 New
ST
1121
Semper Trust
Pennsylvania
$1.19M +$1.19M +14,554 New
HCM
1122
Hutchinson Capital Management
California
$1.18M +$1.18M +14,465 New
AAM
1123
Autus Asset Management
Arizona
$1.17M +$1.17M +14,337 New
CWM
1124
Concert Wealth Management
California
$1.17M +$1.18M +14,413 New
CL
1125
CPWM LLC
Washington
$1.16M +$1.15M +14,142 New
43 44
45
46 47

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.