PepsiCo
PEP
2,157 hedge funds and large institutions have $121B invested in PepsiCo in 2017 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 757 increasing their positions, 889 reducing their positions, and 80 closing their positions.
234% more first-time investments, than exits
New positions opened: 267 | Existing positions closed: 80
8% more funds holding
Funds holding: 1,990 → 2,157 (+167)
8% more funds holding in top 10
Funds holding in top 10: 163 → 176 (+13)
7% more capital invested
Capital invested by funds: $113B → $121B (+$8.08B)
0.03% more ownership
Funds ownership: 71.09% → 71.12% (+0.03%)
13% less call options, than puts
Call options by funds: $1.03B | Put options by funds: $1.19B
15% less repeat investments, than reductions
Existing positions increased: 757 | Existing positions reduced: 889
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$320M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$249M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$215M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$198M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$639M |
| 2 |
Eagle Capital Management (New York)
New York
|
-$462M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$242M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$201M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$167M |
PEP Hedge Fund Activity: Q4 2017 in Review
2,157 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2017, worth a combined $121B — up 7.2% from $113B a quarter earlier.
Buyers outnumbered sellers: 267 funds opened new PEP positions and 80 closed out — a net gain of 187 holders — while 757 added to existing stakes and 889 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $320M. The largest seller was Bank of America, cutting an estimated $639M.
- 2,157 institutional investors held PepsiCo (PEP) as of Q4 2017, up from 1,990 in Q3 2017.
- Funds reported $121B of PepsiCo stock for Q4 2017, up 7.2% quarter-over-quarter.
- 267 funds opened new PepsiCo positions in Q4 2017 and 80 closed out, a net change of +187 holders.
- The largest PepsiCo buyer in Q4 2017 was Fidelity Investments, an estimated $320M added.
- The largest PepsiCo seller in Q4 2017 was Bank of America, an estimated $639M sold.
Based on aggregated 13F filings for Q4 2017.