PepsiCo
PEP
2,502 hedge funds and large institutions have $131B invested in PepsiCo in 2020 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 1,110 increasing their positions, 1,014 reducing their positions, and 80 closing their positions.
65% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 80
9% more capital invested
Capital invested by funds: $120B → $131B (+$11.3B)
1% more funds holding
Funds holding: 2,475 → 2,502 (+27)
9% more repeat investments, than reductions
Existing positions increased: 1,110 | Existing positions reduced: 1,014
1% more call options, than puts
Call options by funds: $1.13B | Put options by funds: $1.11B
0.36% less ownership
Funds ownership: 72.03% → 71.67% (-0.36%)
17% less funds holding in top 10
Funds holding in top 10: 214 → 177 (-37)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$933M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$483M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$210M |
| 4 |
Two Sigma Advisers
New York
|
+$191M |
| 5 |
KBC Group
Brussels,
Belgium
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$686M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$351M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$285M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$254M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$202M |
PEP Hedge Fund Activity: Q2 2020 in Review
2,502 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2020, worth a combined $131B — up 9.4% from $120B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new PEP positions and 80 closed out — a net gain of 52 holders — while 1,110 added to existing stakes and 1,014 trimmed.
The largest buyer was Vanguard Group, adding an estimated $933M. The largest seller was BlackRock, cutting an estimated $686M.
- 2,502 institutional investors held PepsiCo (PEP) as of Q2 2020, up from 2,475 in Q1 2020.
- Funds reported $131B of PepsiCo stock for Q2 2020, up 9.4% quarter-over-quarter.
- 132 funds opened new PepsiCo positions in Q2 2020 and 80 closed out, a net change of +52 holders.
- The largest PepsiCo buyer in Q2 2020 was Vanguard Group, an estimated $933M added.
- The largest PepsiCo seller in Q2 2020 was BlackRock, an estimated $686M sold.
Based on aggregated 13F filings for Q2 2020.