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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
Federated Hermes
101
Federated Hermes
Pennsylvania
$141M +$141M +1,729,431 New
Allianz Asset Management
102
Allianz Asset Management
Germany
$134M +$134M +1,637,799 New
KFC
103
Klingenstein Fields & Co
New York
$132M +$132M +1,616,927 New
RRAM
104
River Road Asset Management
Kentucky
$131M +$131M +1,607,199 New
TGCM
105
Tukman Grossman Capital Management
California
$128M +$128M +1,568,250 New
Dimensional Fund Advisors
106
Dimensional Fund Advisors
Texas
$128M +$128M +1,562,418 New
GIA
107
Gateway Investment Advisers
Ohio
$127M +$127M +1,553,577 New
V
108
Veritable
Delaware
$127M +$126M +1,549,069 New
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$125M +$125M +1,532,534 New
LBA
110
Letko, Brosseau & Associates
Quebec, Canada
$125M +$124M +1,524,099 New
Caisse de Depot et Placement du Quebec (CDPQ)
111
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$120M +$120M +1,467,013 New
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$120M +$120M +1,464,001 New
USAA
113
United Services Automobile Association
Texas
$119M +$119M +1,453,214 New
JWBC
114
John W. Bristol & Co
New York
$119M +$119M +1,452,439 New
Hotchkis & Wiley Capital Management
115
Hotchkis & Wiley Capital Management
California
$117M +$116M +1,425,781 New
NFA
116
Nationwide Fund Advisors
Ohio
$116M +$115M +1,414,063 New
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$114M +$113M +1,388,729 New
Barclays
118
Barclays
United Kingdom
$113M +$113M +1,380,728 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$113M +$113M +1,380,135 New
PI
120
PGGM Investments
Netherlands
$112M +$112M +1,375,183 New
JHIU
121
Janus Henderson Investors US
Colorado
$112M +$112M +1,367,834 New
SCM
122
Sterling Capital Management
North Carolina
$111M +$111M +1,357,885 New
CI Investments Inc
123
CI Investments Inc
Ontario, Canada
$111M +$110M +1,351,647 New
Lord, Abbett & Co
124
Lord, Abbett & Co
New Jersey
$109M +$109M +1,329,531 New
BCIM
125
British Columbia Investment Management
British Columbia, Canada
$108M +$108M +1,317,488 New
3 4
5
6 7

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.