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PepsiCo
PEP

3,321 hedge funds and large institutions have $167B invested in PepsiCo in 2024 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 1,459 increasing their positions, 1,330 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.52B

10% more repeat investments, than reductions

Existing positions increased: 1,459 | Existing positions reduced: 1,330

6% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 156

0.42% more ownership

Funds ownership: 73.23% → 73.65% (+0.42%)

1% less funds holding

Funds holding: 3,362 → 3,321 (-41)

5% less capital invested

Capital invested by funds: $176B → $167B (-$9.15B)

24% less funds holding in top 10

Funds holding in top 10: 120 → 91 (-29)

Holders
3,321
Holders Change
-41
Holders Change %
-1.22%
% of All Funds
47.96%
Holding in Top 10
91
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-24.17%
% of All Funds
1.31%
New
166
Increased
1,459
Reduced
1,330
Closed
156
Calls
$1.78B
Puts
$1.52B
Net Calls
+$259M
Net Calls Change
+$322M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$534M
2
Goldman Sachs
Goldman Sachs
New York
+$527M
3
Holocene Advisors
Holocene Advisors
New York
+$352M
4
UBS AM
UBS AM
Illinois
+$346M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$294M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
-$295M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$258M
3
Two Sigma Investments
Two Sigma Investments
New York
-$239M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$168M
5
BlackRock
BlackRock
New York
-$163M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.25B -$110M -640,235 -8%
Fisher Asset Management
27
Fisher Asset Management
Washington
$1.23B +$82.9M +480,073 +7%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$1.22B +$96.9M +561,465 +8%
UBS Group
29
UBS Group
Switzerland
$1.09B +$69.6M +403,514 +7%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$1.06B -$50.8M -294,453 -4%
Fundsmith LLP
31
Fundsmith LLP
United Kingdom
$950M -$14.6M -84,860 -1%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$918M +$137M +795,454 +17%
Barclays
33
Barclays
United Kingdom
$910M -$48.2M -279,163 -5%
Stifel Financial
34
Stifel Financial
Missouri
$876M +$9.98M +57,823 +1%
Ameriprise
35
Ameriprise
Minnesota
$846M +$9.89M +57,322 +1%
Sanders Capital
36
Sanders Capital
Florida
$818M +$22.2M +128,903 +3%
Flossbach Von Storch
37
Flossbach Von Storch
Germany
$788M +$37.5M +217,480 +5%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$779M -$13.1M -75,978 -2%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$707M -$83M -481,089 -10%
State Farm Mutual Automobile Insurance
40
State Farm Mutual Automobile Insurance
Illinois
$686M – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$676M +$85.1M +492,888 +15%
Swiss National Bank
42
Swiss National Bank
Switzerland
$671M -$8.3M -48,100 -1%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$606M -$43.2M -250,135 -6%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$589M -$77M -445,868 -11%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$571M -$79M -457,466 -12%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$550M +$3.07M +17,800 +0.5%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$541M +$26.9M +155,889 +5%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$503M -$25.2M -146,073 -5%
Fayez Sarofim & Co
49
Fayez Sarofim & Co
Texas
$498M -$405K -2,348 -0.1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$471M +$8.17M +47,317 +2%
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PEP Hedge Fund Activity: Q2 2024 in Review

3,321 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2024, worth a combined $167B — down 5.2% from $176B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new PEP positions and 156 closed out — a net gain of 10 holders — while 1,459 added to existing stakes and 1,330 trimmed.

The largest buyer was Invesco, adding an estimated $534M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $295M sold.

  • 3,321 institutional investors held PepsiCo (PEP) as of Q2 2024, down from 3,362 in Q1 2024.
  • Funds reported $167B of PepsiCo stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 166 funds opened new PepsiCo positions in Q2 2024 and 156 closed out, a net change of +10 holders.
  • The largest PepsiCo buyer in Q2 2024 was Invesco, an estimated $534M added.
  • The largest PepsiCo seller in Q2 2024 was Two Sigma Advisers, an estimated $295M sold.

Based on aggregated 13F filings for Q2 2024.