PepsiCo
PEP
2,535 hedge funds and large institutions have $137B invested in PepsiCo in 2019 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 965 increasing their positions, 991 reducing their positions, and 59 closing their positions.
397% more first-time investments, than exits
New positions opened: 293 | Existing positions closed: 59
17% more call options, than puts
Call options by funds: $1.36B | Put options by funds: $1.16B
9% more funds holding
Funds holding: 2,329 → 2,535 (+206)
0.51% less ownership
Funds ownership: 72.31% → 71.8% (-0.51%)
1% less capital invested
Capital invested by funds: $138B → $137B (-$1.41B)
3% less repeat investments, than reductions
Existing positions increased: 965 | Existing positions reduced: 991
20% less funds holding in top 10
Funds holding in top 10: 209 → 167 (-42)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$411M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$370M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$297M |
| 4 |
JP Morgan Chase
New York
|
+$212M |
| 5 |
Barclays
London,
United Kingdom
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.71B |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$288M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$285M |
| 4 |
Renaissance Technologies
New York
|
-$261M |
| 5 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$190M |
PEP Hedge Fund Activity: Q4 2019 in Review
2,535 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2019, worth a combined $137B — down 1% from $138B a quarter earlier.
Buyers outnumbered sellers: 293 funds opened new PEP positions and 59 closed out — a net gain of 234 holders — while 965 added to existing stakes and 991 trimmed.
The largest buyer was BlackRock, adding an estimated $411M. The largest seller was Invesco, cutting an estimated $1.71B.
- 2,535 institutional investors held PepsiCo (PEP) as of Q4 2019, up from 2,329 in Q3 2019.
- Funds reported $137B of PepsiCo stock for Q4 2019, down 1% quarter-over-quarter.
- 293 funds opened new PepsiCo positions in Q4 2019 and 59 closed out, a net change of +234 holders.
- The largest PepsiCo buyer in Q4 2019 was BlackRock, an estimated $411M added.
- The largest PepsiCo seller in Q4 2019 was Invesco, an estimated $1.71B sold.
Based on aggregated 13F filings for Q4 2019.