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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
FAAM
1201
First Allied Asset Management
California
$834K +$835K +10,228 New
FSA
1202
Financial Sense Advisors
California
$830K +$829K +10,154 New
CIC
1203
Crawford Investment Counsel
Georgia
$828K +$826K +10,120 New
SG
1204
Swarthmore Group
Pennsylvania
$828K +$827K +10,125 New
KIA
1205
Kopp Investment Advisors
Minnesota
$827K +$825K +10,108 New
PFC
1206
Phocas Financial Corp
California
$825K +$824K +10,086 New
JIC
1207
Joel Isaacson & Co
New York
$825K +$824K +10,089 New
MM
1208
Midas Management
New York
$818K +$817K +10,000 New
UM
1209
Ulysses Management
New York
$818K +$817K +10,000 New
HB
1210
Homrich & Berg
Georgia
$814K +$813K +9,951 New
KC
1211
Kingfisher Capital
North Carolina
$814K +$813K +9,953 New
PFS
1212
Prospera Financial Services
Texas
$812K +$808K +9,897 New
CISOA
1213
Capital Investment Services of America
Wisconsin
$812K +$810K +9,925 New
CAS
1214
CTC Alternative Strategies
Illinois
$793K +$792K +9,700 New
SA
1215
Strategic Advisors
New York
$791K +$787K +9,640 New
UBWV
1216
United Bank (West Virginia)
West Virginia
$780K +$779K +9,537 New
NC
1217
Nicholas Company
Wisconsin
$777K +$776K +9,500 New
TCB
1218
Texas Capital Bancshares
Texas
$776K +$775K +9,490 New
CP
1219
Camelot Portfolios
Ohio
$775K +$774K +9,473 New
UR
1220
USCA RIA
Texas
$774K +$773K +9,465 New
BOS
1221
Bank of Stockton
California
$773K +$772K +9,456 New
HI
1222
Horizon Investments
North Carolina
$768K +$767K +9,390 New
NAM
1223
NorthCoast Asset Management
Connecticut
$764K +$763K +9,346 New
Harris Associates
1224
Harris Associates
Illinois
$761K +$760K +9,302 New
RAM
1225
Redmond Asset Management
Virginia
$758K +$757K +9,265 New
47 48
49
50 51

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.