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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
ECM
1276
Endex Capital Management
Kansas
$587K +$586K +7,178 New
GAM
1277
Gould Asset Management
California
$583K +$582K +7,127 New
Dodge & Cox
1278
Dodge & Cox
California
$576K +$575K +7,045 New
BP
1279
Ballentine Partners
Massachusetts
$574K +$573K +7,012 New
BC
1280
Brookfield Corp
Ontario, Canada
$573K +$57.2K +700 New
FC
1281
Fairpointe Capital
Illinois
$573K +$572K +7,000 New
BDF
1282
Balasa Dinverno & Foltz
$571K +$570K +6,985 New
AAM
1283
Aureus Asset Management
Massachusetts
$570K +$569K +6,970 New
BJL
1284
Brighton Jones LLC
Washington
$566K +$565K +6,921 New
ECAM
1285
East Coast Asset Management
Massachusetts
$566K +$565K +6,923 New
AFG
1286
Albion Financial Group
Utah
$563K +$562K +6,887 New
AT
1287
Arvest Trust
Oklahoma
$558K +$557K +6,820 New
JAM
1288
Jolley Asset Management
North Carolina
$554K +$553K +6,774 New
HC
1289
Hourglass Capital
Texas
$551K +$550K +6,738 New
AFC
1290
AFT Forsyth & Company
Florida
$538K +$537K +6,575 New
CICI
1291
Capital Investment Counsel Inc
North Carolina
$536K +$536K +6,558 New
TIM
1292
Tortoise Investment Management
New York
$533K +$533K +6,522 New
KIA
1293
King Investment Advisors
Texas
$530K +$529K +6,475 New
BTS
1294
BB&T Securities
Virginia
$526K +$52.5M +642,524 New
AF
1295
Allworth Financial
California
$524K +$524K +6,412 New
GI
1296
Glovista Investments
New Jersey
$523K +$523K +6,400 New
DA
1297
Dunvegan Associates
California
$515K +$514K +6,298 New
HI
1298
Hudock Inc
Pennsylvania
$515K +$515K +6,301 New
EWM
1299
Edge Wealth Management
New York
$510K +$507K +6,215 New
DT
1300
Diversified Trust
Tennessee
$509K +$508K +6,217 New
50 51
52
53 54

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.