PepsiCo
PEP
3,169 hedge funds and large institutions have $183B invested in PepsiCo in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 1,360 increasing their positions, 1,271 reducing their positions, and 107 closing their positions.
42% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 107
4.19% more ownership
Funds ownership: 73.02% → 77.21% (+4.2%)
7% more repeat investments, than reductions
Existing positions increased: 1,360 | Existing positions reduced: 1,271
4% more call options, than puts
Call options by funds: $1.91B | Put options by funds: $1.83B
0% more capital invested
Capital invested by funds: $183B → $183B (+$454M)
1% less funds holding
Funds holding: 3,194 → 3,169 (-25)
7% less funds holding in top 10
Funds holding in top 10: 273 → 255 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.06B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$479M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$213M |
| 4 |
Goldman Sachs
New York
|
+$166M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
-$569M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$481M |
| 3 |
Man Group
London,
United Kingdom
|
-$350M |
| 4 |
Sanders Capital
West Palm Beach,
Florida
|
-$248M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$223M |
PEP Hedge Fund Activity: Q1 2023 in Review
3,169 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2023, worth a combined $183B — up 0.25% from $183B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new PEP positions and 107 closed out — a net gain of 45 holders — while 1,360 added to existing stakes and 1,271 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.06B. The largest seller was Cottage Street Advisors, cutting an estimated $569M.
- 3,169 institutional investors held PepsiCo (PEP) as of Q1 2023, down from 3,194 in Q4 2022.
- Funds reported $183B of PepsiCo stock for Q1 2023, up 0.25% quarter-over-quarter.
- 152 funds opened new PepsiCo positions in Q1 2023 and 107 closed out, a net change of +45 holders.
- The largest PepsiCo buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.06B added.
- The largest PepsiCo seller in Q1 2023 was Cottage Street Advisors, an estimated $569M sold.
Based on aggregated 13F filings for Q1 2023.