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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
GIS
1151
Guardian Investor Services
New York
$1.02M +$1.02M +12,532 New
EWM
1152
Elite Wealth Management
Washington
$1.02M +$1.02M +12,519 New
ZIC
1153
ZWJ Investment Counsel
Georgia
$1.02M +$1.02M +12,451 New
JG
1154
Jefferies Group
New York
$1.02M +$1.02M +12,432 New
SSWM
1155
Sheets Smith Wealth Management
North Carolina
$1.01M +$1.01M +12,380 New
MFS
1156
MSI Financial Services
Massachusetts
$1.01M +$1.01M +12,338 New
RB
1157
Rodgers Brothers
Pennsylvania
$1.01M +$1.01M +12,327 New
HEIP
1158
Hudson Edge Investment Partners
New Jersey
$1M +$1M +12,275 New
AP
1159
Atwood & Palmer
Missouri
$998K +$996K +12,200 New
YMRC
1160
Yorktown Management & Research Company
Virginia
$998K +$996K +12,200 New
BSW
1161
Buckingham Strategic Wealth
Missouri
$995K +$994K +12,170 New
TWA
1162
TCI Wealth Advisors
Arizona
$994K +$992K +12,147 New
PWPCM
1163
Perella Weinberg Partners Capital Management
New York
$994K +$993K +12,160 New
G
1164
GlobalBridge
Minnesota
$991K +$989K +12,116 New
ICOM
1165
Investment Counselors of Maryland
Maryland
$969K +$968K +11,850 New
GC
1166
Grimes & Company
Massachusetts
$965K +$964K +11,802 New
PRCM
1167
Pine River Capital Management
Minnesota
$960K +$958K +11,734 New
VCAM
1168
Valentine Capital Asset Management
California
$956K +$954K +11,685 New
BO
1169
Bank OZK
Arkansas
$950K +$948K +11,613 New
RC
1170
RegentAtlantic Capital
New Jersey
$946K +$944K +11,562 New
AIP
1171
Advanced Investment Partners
Florida
$943K +$933K +11,424 New
RC
1172
Riversville Capital
Connecticut
$942K +$940K +11,514 New
IAS
1173
IMA Advisory Services
Colorado
$938K +$937K +11,470 New
QLMGAA
1174
QS Legg Mason Global Asset Allocation
New York
$934K +$932K +11,410 New
CCM
1175
Chickasaw Capital Management
Tennessee
$933K +$932K +11,410 New
45 46
47
48 49

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.