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PepsiCo

3,005 hedge funds and large institutions have $163B invested in PepsiCo in 2022 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,312 increasing their positions, 1,176 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 96

12% more repeat investments, than reductions

Existing positions increased: 1,312 | Existing positions reduced: 1,176

8% more funds holding in top 10

Funds holding in top 10: 241261 (+20)

0% more call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.5B

0.18% more ownership

Funds ownership: 71.91%72.09% (+0.18%)

0% less funds holding

Funds holding: 3,0133,005 (-8)

1% less capital invested

Capital invested by funds: $165B → $163B (-$2.22B)

Holders
3,005
Holders Change
-8
Holders Change %
-0.27%
% of All Funds
51.76%
Holding in Top 10
261
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+8.3%
% of All Funds
4.5%
New
128
Increased
1,312
Reduced
1,176
Closed
96
Calls
$1.51B
Puts
$1.5B
Net Calls
+$4.44M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Change in
Stake
Fundsmith LLP
26
Fundsmith LLP
United Kingdom
$1.17B +$1.26M +7,287 +0.1%
Ameriprise
27
Ameriprise
Minnesota
$1.15B +$7.42M +43,039 +0.6%
Sanders Capital
28
Sanders Capital
Florida
$1.12B +$23.9M +138,657 +2%
Franklin Resources
29
Franklin Resources
California
$1.11B +$15.8M +91,841 +1%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$1.01B -$12.7M -73,811 -1%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$1.01B +$16.9M +98,091 +2%
Swiss National Bank
32
Swiss National Bank
Switzerland
$978M -$1.45M -8,400 -0.1%
CWA
33
CM Wealth Advisors
Ohio
$860M
JIM
34
Jensen Investment Management
Oregon
$784M -$3.68M -21,380 -0.4%
UBS Group
35
UBS Group
Switzerland
$774M -$10.3M -60,002 -1%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$772M -$56.7M -329,254 -6%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$765M -$11.3M -65,414 -1%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$729M -$6.02M -34,959 -0.8%
AllianceBernstein
39
AllianceBernstein
Tennessee
$698M +$91M +527,858 +14%
EVM
40
Eaton Vance Management
Massachusetts
$690M +$51.7M +300,188 +8%
State Farm Mutual Automobile Insurance
41
State Farm Mutual Automobile Insurance
Illinois
$679M +$3.58M +20,765 +0.5%
Flossbach Von Storch
42
Flossbach Von Storch
Germany
$670M -$177M -1,025,356 -20%
American Century Companies
43
American Century Companies
Missouri
$667M +$10.1M +58,343 +1%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$660M -$204M -1,185,566 -23%
BA
45
Bridgewater Associates
Connecticut
$657M +$36.6M +212,532 +6%
Stifel Financial
46
Stifel Financial
Missouri
$653M +$9.65M +55,979 +1%
YAM
47
Yacktman Asset Management
Texas
$610M -$89.6M -519,680 -12%
LT
48
Lindsell Train
United Kingdom
$608M -$20.7M -120,000 -3%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$570M +$27M +156,939 +5%
Diamond Hill Capital Management
50
Diamond Hill Capital Management
Ohio
$511M -$16.6M -96,271 -3%

PEP Hedge Fund Activity: Q3 2022 in Review

3,005 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2022, worth a combined $163B — down 1.3% from $165B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PEP positions and 96 closed out — a net gain of 32 holders — while 1,312 added to existing stakes and 1,176 trimmed.

The largest buyer was Vanguard Group, adding an estimated $278M. The largest seller was Arrowstreet Capital, cutting an estimated $406M.

  • 3,005 institutional investors held PepsiCo (PEP) as of Q3 2022, down from 3,013 in Q2 2022.
  • Funds reported $163B of PepsiCo stock for Q3 2022, down 1.3% quarter-over-quarter.
  • 128 funds opened new PepsiCo positions in Q3 2022 and 96 closed out, a net change of +32 holders.
  • The largest PepsiCo buyer in Q3 2022 was Vanguard Group, an estimated $278M added.
  • The largest PepsiCo seller in Q3 2022 was Arrowstreet Capital, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2022.