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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.86B +$6.85B +83,911,234 New
State Street
2
State Street
Massachusetts
$5.17B +$5.16B +63,189,904 New
Capital World Investors
3
Capital World Investors
California
$4.55B +$4.54B +55,620,802 New
BIT
4
BlackRock Institutional Trust
California
$3.38B +$3.38B +41,338,187 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.35B +$2.35B +28,727,648 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.33B +$2.32B +28,452,298 New
Bank of America
7
Bank of America
North Carolina
$2.07B +$2.06B +25,288,288 New
Northern Trust
8
Northern Trust
Illinois
$1.99B +$1.99B +24,364,390 New
YAM
9
Yacktman Asset Management
Texas
$1.88B +$1.87B +22,953,521 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.49B +$1.49B +18,257,744 New
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.48B +$1.47B +18,038,362 New
JP Morgan Chase
12
JP Morgan Chase
New York
$1.3B +$1.3B +15,912,242 New
AAM
13
Aberdeen Asset Management
United Kingdom
$1.27B +$1.27B +15,581,054 New
BFA
14
BlackRock Fund Advisors
California
$1.21B +$1.21B +14,765,269 New
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.2B +$1.2B +14,729,864 New
Franklin Resources
16
Franklin Resources
California
$1.11B +$1.11B +13,574,614 New
TCIM
17
TIAA CREF Investment Management
New York
$1.04B +$1.04B +12,725,356 New
Norges Bank
18
Norges Bank
Norway
$1.03B +$1.03B +12,643,843 New
Wells Fargo
19
Wells Fargo
California
$1.03B +$1.03B +12,606,738 New
TFM
20
Trian Fund Management
New York
$1B +$1B +12,270,046 New
Capital Research Global Investors
21
Capital Research Global Investors
California
$969M +$967M +11,843,328 New
BG
22
BlackRock Group
United Kingdom
$925M +$924M +11,313,812 New
Morgan Stanley
23
Morgan Stanley
New York
$887M +$885M +10,840,074 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$875M +$874M +10,697,560 New
American Century Companies
25
American Century Companies
Missouri
$717M +$716M +8,764,374 New
1
2 3 4 5

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.