PepsiCo
PEP
1,755 hedge funds and large institutions have $101B invested in PepsiCo in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 727 increasing their positions, 739 reducing their positions, and 56 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 201 → 277 (+76)
6% more capital invested
Capital invested by funds: $95.1B → $101B (+$5.53B)
4% more call options, than puts
Call options by funds: $729M | Put options by funds: $703M
2% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 56
0.71% more ownership
Funds ownership: 69.54% → 70.25% (+0.71%)
1% less funds holding
Funds holding: 1,770 → 1,755 (-15)
2% less repeat investments, than reductions
Existing positions increased: 727 | Existing positions reduced: 739
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$458M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$296M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$278M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$185M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$996M |
| 2 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$433M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$204M |
| 4 |
Millennium Management
New York
|
-$173M |
| 5 |
Barclays
London,
United Kingdom
|
-$119M |
PEP Hedge Fund Activity: Q3 2015 in Review
1,755 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2015, worth a combined $101B — up 5.8% from $95.1B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new PEP positions and 56 closed out — a net gain of 1 holder — while 727 added to existing stakes and 739 trimmed.
The largest buyer was Bank of America, adding an estimated $458M. The largest seller was Capital World Investors, cutting an estimated $996M.
- 1,755 institutional investors held PepsiCo (PEP) as of Q3 2015, down from 1,770 in Q2 2015.
- Funds reported $101B of PepsiCo stock for Q3 2015, up 5.8% quarter-over-quarter.
- 57 funds opened new PepsiCo positions in Q3 2015 and 56 closed out, a net change of +1 holder.
- The largest PepsiCo buyer in Q3 2015 was Bank of America, an estimated $458M added.
- The largest PepsiCo seller in Q3 2015 was Capital World Investors, an estimated $996M sold.
Based on aggregated 13F filings for Q3 2015.