PepsiCo
PEP
1,647 hedge funds and large institutions have $88.6B invested in PepsiCo in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 691 increasing their positions, 719 reducing their positions, and 71 closing their positions.
37% more call options, than puts
Call options by funds: $853M | Put options by funds: $623M
7% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 71
0% more capital invested
Capital invested by funds: $88.5B → $88.6B (+$145M)
0.48% less ownership
Funds ownership: 69.61% → 69.12% (-0.48%)
1% less funds holding
Funds holding: 1,658 → 1,647 (-11)
4% less repeat investments, than reductions
Existing positions increased: 691 | Existing positions reduced: 719
2% less funds holding in top 10
Funds holding in top 10: 188 → 184 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.12B |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$221M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$207M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$178M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.15B |
| 2 |
State Street
Boston,
Massachusetts
|
-$441M |
| 3 |
JP Morgan Chase
New York
|
-$406M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$341M |
| 5 |
D.E. Shaw & Co
New York
|
-$168M |
PEP Hedge Fund Activity: Q1 2014 in Review
1,647 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2014, worth a combined $88.6B — up 0.16% from $88.5B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new PEP positions and 71 closed out — a net gain of 5 holders — while 691 added to existing stakes and 719 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.12B. The largest seller was Capital World Investors, cutting an estimated $1.15B.
- 1,647 institutional investors held PepsiCo (PEP) as of Q1 2014, down from 1,658 in Q4 2013.
- Funds reported $88.6B of PepsiCo stock for Q1 2014, up 0.16% quarter-over-quarter.
- 76 funds opened new PepsiCo positions in Q1 2014 and 71 closed out, a net change of +5 holders.
- The largest PepsiCo buyer in Q1 2014 was T. Rowe Price Associates, an estimated $1.12B added.
- The largest PepsiCo seller in Q1 2014 was Capital World Investors, an estimated $1.15B sold.
Based on aggregated 13F filings for Q1 2014.