PepsiCo
PEP
1,884 hedge funds and large institutions have $103B invested in PepsiCo in 2016 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 743 increasing their positions, 828 reducing their positions, and 52 closing their positions.
87% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 52
31% more call options, than puts
Call options by funds: $798M | Put options by funds: $608M
1.77% more ownership
Funds ownership: 70.4% → 72.17% (+1.8%)
1% more funds holding
Funds holding: 1,859 → 1,884 (+25)
1% more funds holding in top 10
Funds holding in top 10: 271 → 273 (+2)
3% less capital invested
Capital invested by funds: $106B → $103B (-$3.27B)
10% less repeat investments, than reductions
Existing positions increased: 743 | Existing positions reduced: 828
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$3.54B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$622M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$353M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$200M |
| 5 |
Renaissance Technologies
New York
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$1.83B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$432M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$200M |
| 4 |
First Eagle Investment Management
New York
|
-$187M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$145M |
PEP Hedge Fund Activity: Q1 2016 in Review
1,884 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2016, worth a combined $103B — down 3.1% from $106B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new PEP positions and 52 closed out — a net gain of 45 holders — while 743 added to existing stakes and 828 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $3.54B. The largest seller was Trian Fund Management, exiting entirely with an estimated $1.83B sold.
- 1,884 institutional investors held PepsiCo (PEP) as of Q1 2016, up from 1,859 in Q4 2015.
- Funds reported $103B of PepsiCo stock for Q1 2016, down 3.1% quarter-over-quarter.
- 97 funds opened new PepsiCo positions in Q1 2016 and 52 closed out, a net change of +45 holders.
- The largest PepsiCo buyer in Q1 2016 was Royal London Asset Management, an estimated $3.54B added.
- The largest PepsiCo seller in Q1 2016 was Trian Fund Management, an estimated $1.83B sold.
Based on aggregated 13F filings for Q1 2016.