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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
CCT
1476
Capital City Trust
Florida
$61K +$60.8K +745 New
MDCM
1477
Morgan Dempsey Capital Management
Wisconsin
$57K +$57.2K +701 New
TFA
1478
Transamerica Financial Advisors
Florida
$56K +$55.7K +682 New
PFG
1479
Piershale Financial Group
Illinois
$55K +$55.2K +676 New
IRS
1480
Invictus RG (Singapore)
Singapore
$48K +$47.6K +583 New
LFR
1481
Lehman Financial Resources
Pennsylvania
$48K +$48.1K +589 New
AA
1482
Alta Advisers
United Kingdom
$47K +$47.3K +579 New
WCM
1483
Wealthcare Capital Management
Virginia
$44K +$43.4K +532 New
BWM
1484
Baystate Wealth Management
Massachusetts
$44K +$43.6K +534 New
JAM
1485
JCIC Asset Management
Ontario, Canada
$41K +$40.8K +500 New
WCMN
1486
Westchester Capital Management (Nebraska)
Nebraska
$41K +$40.8K +500 New
LWA
1487
Lenox Wealth Advisors
New York
$38K +$38K +465 New
KPCM
1488
Kings Point Capital Management
New York
$37K +$36.7K +450 New
GXMC
1489
Global X Management Company
New York
$36K +$36.2K +443 New
SHWM
1490
Smith & Howard Wealth Management
Georgia
$35K +$35.1K +430 New
AA
1491
Apriem Advisors
California
$33K +$32.9K +403 New
PWAG
1492
Polaris Wealth Advisory Group
California
$29.1K +$29.1K +356 New
HF
1493
Hoxton Financial
West Virginia
$26K +$25.6K +314 New
AWMS
1494
Advocacy Wealth Management Services
Georgia
$25K +$24.5K +300 New
PR
1495
Payden & Rygel
California
$25K +$24.5K +300 New
WA
1496
WealthTrust-Arizona
Arizona
$25K +$24.5K +300 New
FNBOO
1497
First National Bank of Omaha
Nebraska
$23.3K +$23.2M +284,350 New
FA
1498
Financial Advantage
Maryland
$21K +$21.2K +260 New
BKBG
1499
BHF Kleinwort Benson Group
Belgium
$19K +$19.5K +239 New
MUMSS
1500
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$17.1K +210 New
57 58 59
60
61

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.