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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
LC
1426
Lourd Capital
California
$244K +$244K +2,983 New
BII
1427
Bainco International Investors
Massachusetts
$244K +$244K +2,986 New
MA
1428
MCF Advisors
Kentucky
$235K +$230K +2,820 New
AIS
1429
APG Investment Services
Netherlands
$235K +$235K +2,872 New
OWP
1430
Obermeyer Wealth Partners
Colorado
$235K +$235K +2,875 New
SGCA
1431
Steel Grove Capital Advisors
Tennessee
$234K +$234K +2,862 New
SFM
1432
Signature Financial Management
Virginia
$231K +$230K +2,818 New
CCM
1433
Carlson Capital Management
Minnesota
$231K +$230K +2,821 New
JPMIA
1434
J.P. Marvel Investment Advisors
Massachusetts
$231K +$231K +2,830 New
NBC
1435
Neuberger Berman Canada
Ontario, Canada
$230K +$229K +2,810 New
CIP
1436
Convergence Investment Partners
Florida
$229K +$229K +2,805 New
WIC
1437
Wood Investment Counsel
Colorado
$225K +$225K +2,750 New
PGA
1438
Portland Global Advisors
Maine
$221K +$220K +2,699 New
MI
1439
Mercer Investments
Massachusetts
$219K +$219K +2,682 New
EWA
1440
Exencial Wealth Advisors
Oklahoma
$216K +$211K +2,588 New
NIM
1441
Nexus Investment Management
Ontario, Canada
$214K +$204K +2,500 New
BWP
1442
BSW Wealth Partners
Colorado
$214K +$214K +2,615 New
BC
1443
Blackhill Capital
New Jersey
$213K +$212K +2,600 New
DIS
1444
Diversified Investment Strategies
Louisiana
$207K +$206K +2,525 New
BGIM
1445
Brandywine Global Investment Management
Pennsylvania
$207K +$207K +2,529 New
VWM
1446
Vector Wealth Management
Minnesota
$205K +$205K +2,513 New
NL
1447
NWAM LLC
Washington
$203K +$202K +2,478 New
ZTNA
1448
Zions Trust National Association
Utah
$199K +$198K +2,430 New
NCM
1449
Nelson Capital Management
California
$193K +$192K +2,357 New
HCC
1450
Hirtle Callaghan & Co
Pennsylvania
$189K +$188K +2,300 New
56 57
58
59 60

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.