PepsiCo
PEP
3,209 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 1,269 increasing their positions, 1,383 reducing their positions, and 94 closing their positions.
71% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 94
17% more call options, than puts
Call options by funds: $1.46B | Put options by funds: $1.24B
1% more funds holding
Funds holding: 3,168 → 3,209 (+41)
1% more capital invested
Capital invested by funds: $183B → $185B (+$2.12B)
8% less repeat investments, than reductions
Existing positions increased: 1,269 | Existing positions reduced: 1,383
4.4% less ownership
Funds ownership: 77.21% → 72.81% (-4.4%)
18% less funds holding in top 10
Funds holding in top 10: 255 → 210 (-45)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$821M |
| 2 |
JP Morgan Chase
New York
|
+$309M |
| 3 |
Man Group
London,
United Kingdom
|
+$246M |
| 4 |
Barclays
London,
United Kingdom
|
+$238M |
| 5 |
BlackRock
New York
|
+$184M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$10.4B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$572M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$478M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$452M |
| 5 |
Amundi
Paris,
France
|
-$366M |
PEP Hedge Fund Activity: Q2 2023 in Review
3,209 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2023, worth a combined $185B — up 1.2% from $183B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new PEP positions and 94 closed out — a net gain of 67 holders — while 1,269 added to existing stakes and 1,383 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $821M. The largest seller was OFI Invest Asset Management, cutting an estimated $10.4B.
- 3,209 institutional investors held PepsiCo (PEP) as of Q2 2023, up from 3,168 in Q1 2023.
- Funds reported $185B of PepsiCo stock for Q2 2023, up 1.2% quarter-over-quarter.
- 161 funds opened new PepsiCo positions in Q2 2023 and 94 closed out, a net change of +67 holders.
- The largest PepsiCo buyer in Q2 2023 was Fisher Asset Management, an estimated $821M added.
- The largest PepsiCo seller in Q2 2023 was OFI Invest Asset Management, an estimated $10.4B sold.
Based on aggregated 13F filings for Q2 2023.