PepsiCo
PEP
2,119 hedge funds and large institutions have $111B invested in PepsiCo in 2018 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 858 increasing their positions, 919 reducing their positions, and 105 closing their positions.
20% more call options, than puts
Call options by funds: $864M | Put options by funds: $719M
0.58% more ownership
Funds ownership: 71.31% → 71.89% (+0.58%)
0% more capital invested
Capital invested by funds: $110B → $111B (+$331M)
6% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 105
7% less repeat investments, than reductions
Existing positions increased: 858 | Existing positions reduced: 919
1% less funds holding
Funds holding: 2,146 → 2,119 (-27)
9% less funds holding in top 10
Funds holding in top 10: 151 → 138 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$335M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$334M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$330M |
| 4 |
Bank of New York Mellon
New York
|
+$322M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$279M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$378M |
| 2 |
Morgan Stanley
New York
|
-$251M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$232M |
| 4 |
Renaissance Technologies
New York
|
-$219M |
| 5 |
Two Sigma Advisers
New York
|
-$204M |
PEP Hedge Fund Activity: Q2 2018 in Review
2,119 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2018, worth a combined $111B — up 0.3% from $110B a quarter earlier.
Sellers outnumbered buyers: 105 funds closed out of PEP and 99 opened new positions — a net loss of 6 holders — while 919 trimmed existing stakes and 858 added.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $335M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $378M sold.
- 2,119 institutional investors held PepsiCo (PEP) as of Q2 2018, down from 2,146 in Q1 2018.
- Funds reported $111B of PepsiCo stock for Q2 2018, up 0.3% quarter-over-quarter.
- 99 funds opened new PepsiCo positions in Q2 2018 and 105 closed out, a net change of -6 holders.
- The largest PepsiCo buyer in Q2 2018 was Fiduciary Management Inc, an estimated $335M added.
- The largest PepsiCo seller in Q2 2018 was Arrowstreet Capital, an estimated $378M sold.
Based on aggregated 13F filings for Q2 2018.