PepsiCo
PEP
2,520 hedge funds and large institutions have $137B invested in PepsiCo in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 1,064 increasing their positions, 1,051 reducing their positions, and 67 closing their positions.
67% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 67
4% more capital invested
Capital invested by funds: $131B → $137B (+$5.25B)
1% more repeat investments, than reductions
Existing positions increased: 1,064 | Existing positions reduced: 1,051
1% more funds holding
Funds holding: 2,502 → 2,520 (+18)
0.28% less ownership
Funds ownership: 71.67% → 71.39% (-0.28%)
1% less call options, than puts
Call options by funds: $1.4B | Put options by funds: $1.42B
6% less funds holding in top 10
Funds holding in top 10: 177 → 167 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$637M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$223M |
| 3 |
Flossbach Von Storch
Cologne,
Germany
|
+$196M |
| 4 |
Lazard Asset Management
New York
|
+$177M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$429M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$429M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$276M |
| 4 |
D.E. Shaw & Co
New York
|
-$168M |
| 5 |
State Street
Boston,
Massachusetts
|
-$167M |
PEP Hedge Fund Activity: Q3 2020 in Review
2,520 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2020, worth a combined $137B — up 4% from $131B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new PEP positions and 67 closed out — a net gain of 45 holders — while 1,064 added to existing stakes and 1,051 trimmed.
The largest buyer was Franklin Resources, adding an estimated $637M. The largest seller was Fidelity Investments, cutting an estimated $429M.
- 2,520 institutional investors held PepsiCo (PEP) as of Q3 2020, up from 2,502 in Q2 2020.
- Funds reported $137B of PepsiCo stock for Q3 2020, up 4% quarter-over-quarter.
- 112 funds opened new PepsiCo positions in Q3 2020 and 67 closed out, a net change of +45 holders.
- The largest PepsiCo buyer in Q3 2020 was Franklin Resources, an estimated $637M added.
- The largest PepsiCo seller in Q3 2020 was Fidelity Investments, an estimated $429M sold.
Based on aggregated 13F filings for Q3 2020.