PepsiCo
PEP
3,362 hedge funds and large institutions have $176B invested in PepsiCo in 2024 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,447 increasing their positions, 1,375 reducing their positions, and 124 closing their positions.
52% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 124
5% more repeat investments, than reductions
Existing positions increased: 1,447 | Existing positions reduced: 1,375
1% more funds holding
Funds holding: 3,340 → 3,362 (+22)
1% more capital invested
Capital invested by funds: $175B → $176B (+$913M)
3% less call options, than puts
Call options by funds: $1.75B | Put options by funds: $1.81B
1.81% less ownership
Funds ownership: 75.04% → 73.23% (-1.8%)
10% less funds holding in top 10
Funds holding in top 10: 134 → 120 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$627M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$356M |
| 3 |
Flossbach Von Storch
Cologne,
Germany
|
+$308M |
| 4 |
Amundi
Paris,
France
|
+$263M |
| 5 |
Two Sigma Advisers
New York
|
+$241M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.06B |
| 2 |
State Street
Boston,
Massachusetts
|
-$767M |
| 3 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$289M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$285M |
| 5 |
BlackRock
New York
|
-$283M |
PEP Hedge Fund Activity: Q1 2024 in Review
3,362 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2024, worth a combined $176B — up 0.52% from $175B a quarter earlier.
Buyers outnumbered sellers: 188 funds opened new PEP positions and 124 closed out — a net gain of 64 holders — while 1,447 added to existing stakes and 1,375 trimmed.
The largest buyer was Bank of America, adding an estimated $627M. The largest seller was Morgan Stanley, cutting an estimated $4.06B.
- 3,362 institutional investors held PepsiCo (PEP) as of Q1 2024, up from 3,340 in Q4 2023.
- Funds reported $176B of PepsiCo stock for Q1 2024, up 0.52% quarter-over-quarter.
- 188 funds opened new PepsiCo positions in Q1 2024 and 124 closed out, a net change of +64 holders.
- The largest PepsiCo buyer in Q1 2024 was Bank of America, an estimated $627M added.
- The largest PepsiCo seller in Q1 2024 was Morgan Stanley, an estimated $4.06B sold.
Based on aggregated 13F filings for Q1 2024.