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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
BCM
1351
Birmingham Capital Management
Alabama
$379K +$378K +4,628 New
NCM
1352
Narwhal Capital Management
Georgia
$376K +$376K +4,600 New
IIM
1353
Ironwood Investment Management
Massachusetts
$374K +$374K +4,575 New
CCM
1354
Compass Capital Management
Minnesota
$369K +$369K +4,514 New
FC
1355
FIC Capital
New York
$366K +$366K +4,477 New
UOC
1356
UBS O'Connor
Illinois
$360K +$359K +4,397 New
BCI
1357
Brinker Capital Investments
Pennsylvania
$358K +$358K +4,380 New
HS
1358
Huntington Steele
Pennsylvania
$357K +$356K +4,363 New
CBB
1359
Citizens Business Bank
California
$357K +$357K +4,368 New
DDC
1360
DF Dent & Co
Maryland
$355K +$355K +4,345 New
SAM
1361
Summit Asset Management
Tennessee
$354K +$353K +4,323 New
SWM
1362
Segment Wealth Management
Texas
$344K +$343K +4,205 New
WCM Investment Management
1363
WCM Investment Management
California
$343K +$343K +4,196 New
HCM
1364
Hilton Capital Management
New York
$340K +$339K +4,155 New
MIM
1365
Marco Investment Management
Georgia
$340K +$340K +4,162 New
LD
1366
Lipe & Dalton
New York
$340K +$339K +4,152 New
RCA
1367
Rex Capital Advisors
Rhode Island
$338K +$338K +4,134 New
FVCM
1368
F&V Capital Management
Florida
$337K +$337K +4,125 New
AA
1369
ALPS Advisors
Colorado
$335K +$335K +4,098 New
LS
1370
Livforsakringsbolaget Skandia
Sweden
$335K +$335K +4,100 New
AL
1371
Agran Libbie
California
$334K +$333K +4,078 New
SAM
1372
Strategy Asset Managers
California
$331K +$330K +4,042 New
ANB
1373
Amarillo National Bank
Texas
$331K +$330K +4,047 New
BRWA
1374
B. Riley Wealth Advisors
Florida
$330K +$329K +4,035 New
HDIM
1375
Hanson & Doremus Investment Management
Vermont
$323K +$323K +3,952 New
53 54
55
56 57

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.