PepsiCo
PEP
2,122 hedge funds and large institutions have $113B invested in PepsiCo in 2018 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 776 increasing their positions, 962 reducing their positions, and 72 closing their positions.
32% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 72
2% more capital invested
Capital invested by funds: $111B → $113B (+$2.4B)
0% more funds holding
Funds holding: 2,118 → 2,122 (+4)
0.41% less ownership
Funds ownership: 71.89% → 71.47% (-0.41%)
2% less call options, than puts
Call options by funds: $691M | Put options by funds: $708M
17% less funds holding in top 10
Funds holding in top 10: 138 → 115 (-23)
19% less repeat investments, than reductions
Existing positions increased: 776 | Existing positions reduced: 962
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.42B |
| 2 |
State Street
Boston,
Massachusetts
|
+$301M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$217M |
| 4 |
Two Sigma Advisers
New York
|
+$195M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$763M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$277M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$231M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$211M |
| 5 |
JP Morgan Chase
New York
|
-$191M |
PEP Hedge Fund Activity: Q3 2018 in Review
2,122 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2018, worth a combined $113B — up 2.2% from $111B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new PEP positions and 72 closed out — a net gain of 23 holders — while 776 added to existing stakes and 962 trimmed.
The largest buyer was Invesco, adding an estimated $1.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $763M.
- 2,122 institutional investors held PepsiCo (PEP) as of Q3 2018, up from 2,118 in Q2 2018.
- Funds reported $113B of PepsiCo stock for Q3 2018, up 2.2% quarter-over-quarter.
- 95 funds opened new PepsiCo positions in Q3 2018 and 72 closed out, a net change of +23 holders.
- The largest PepsiCo buyer in Q3 2018 was Invesco, an estimated $1.42B added.
- The largest PepsiCo seller in Q3 2018 was T. Rowe Price Associates, an estimated $763M sold.
Based on aggregated 13F filings for Q3 2018.