PepsiCo
PEP
1,524 hedge funds and large institutions have $85.5B invested in PepsiCo in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 609 increasing their positions, 655 reducing their positions, and 56 closing their positions.
36% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 56
20% more call options, than puts
Call options by funds: $889M | Put options by funds: $739M
1% more funds holding
Funds holding: 1,516 → 1,524 (+8)
0.2% more ownership
Funds ownership: 69.49% → 69.69% (+0.2%)
3% less capital invested
Capital invested by funds: $87.9B → $85.5B (-$2.49B)
7% less repeat investments, than reductions
Existing positions increased: 609 | Existing positions reduced: 655
24% less funds holding in top 10
Funds holding in top 10: 245 → 185 (-60)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$753M |
| 2 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$410M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$222M |
| 4 |
Morgan Stanley
New York
|
+$212M |
| 5 |
First Eagle Investment Management
New York
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$873M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$192M |
| 3 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$178M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$167M |
| 5 |
Citigroup
New York
|
-$155M |
PEP Hedge Fund Activity: Q3 2013 in Review
1,524 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2013, worth a combined $85.5B — down 2.8% from $87.9B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new PEP positions and 56 closed out — a net gain of 20 holders — while 609 added to existing stakes and 655 trimmed.
The largest buyer was Capital World Investors, adding an estimated $753M. The largest seller was Wellington Management Group, cutting an estimated $873M.
- 1,524 institutional investors held PepsiCo (PEP) as of Q3 2013, up from 1,516 in Q2 2013.
- Funds reported $85.5B of PepsiCo stock for Q3 2013, down 2.8% quarter-over-quarter.
- 76 funds opened new PepsiCo positions in Q3 2013 and 56 closed out, a net change of +20 holders.
- The largest PepsiCo buyer in Q3 2013 was Capital World Investors, an estimated $753M added.
- The largest PepsiCo seller in Q3 2013 was Wellington Management Group, an estimated $873M sold.
Based on aggregated 13F filings for Q3 2013.