PepsiCo
PEP
2,712 hedge funds and large institutions have $140B invested in PepsiCo in 2021 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 1,215 increasing their positions, 1,089 reducing their positions, and 110 closing their positions.
21% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 110
12% more repeat investments, than reductions
Existing positions increased: 1,215 | Existing positions reduced: 1,089
1% more call options, than puts
Call options by funds: $1.19B | Put options by funds: $1.18B
0.11% more ownership
Funds ownership: 71.7% → 71.81% (+0.11%)
0% less funds holding
Funds holding: 2,718 → 2,712 (-6)
6% less capital invested
Capital invested by funds: $148B → $140B (-$8.71B)
24% less funds holding in top 10
Funds holding in top 10: 145 → 110 (-35)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$616M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$573M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$437M |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
+$431M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$361M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$584M |
| 2 |
State Street
Boston,
Massachusetts
|
-$472M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$371M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$207M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$142M |
PEP Hedge Fund Activity: Q1 2021 in Review
2,712 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2021, worth a combined $140B — down 5.9% from $148B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new PEP positions and 110 closed out — a net gain of 23 holders — while 1,215 added to existing stakes and 1,089 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $616M. The largest seller was Fidelity Investments, cutting an estimated $584M.
- 2,712 institutional investors held PepsiCo (PEP) as of Q1 2021, down from 2,718 in Q4 2020.
- Funds reported $140B of PepsiCo stock for Q1 2021, down 5.9% quarter-over-quarter.
- 133 funds opened new PepsiCo positions in Q1 2021 and 110 closed out, a net change of +23 holders.
- The largest PepsiCo buyer in Q1 2021 was Nordea Investment Management, an estimated $616M added.
- The largest PepsiCo seller in Q1 2021 was Fidelity Investments, an estimated $584M sold.
Based on aggregated 13F filings for Q1 2021.