PepsiCo
PEP
2,002 hedge funds and large institutions have $117B invested in PepsiCo in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 675 increasing their positions, 966 reducing their positions, and 48 closing their positions.
100% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 48
1% more funds holding
Funds holding: 1,973 → 2,002 (+29)
3% more capital invested
Capital invested by funds: $114B → $117B (+$3.54B)
0.12% less ownership
Funds ownership: 71.23% → 71.1% (-0.12%)
3% less funds holding in top 10
Funds holding in top 10: 220 → 213 (-7)
16% less call options, than puts
Call options by funds: $841M | Put options by funds: $1.01B
30% less repeat investments, than reductions
Existing positions increased: 675 | Existing positions reduced: 966
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$302M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$301M |
| 3 |
Sanders Capital
West Palm Beach,
Florida
|
+$187M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$177M |
| 5 |
Renaissance Technologies
New York
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$148M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$134M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$128M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$126M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$110M |
PEP Hedge Fund Activity: Q2 2017 in Review
2,002 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2017, worth a combined $117B — up 3.1% from $114B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new PEP positions and 48 closed out — a net gain of 48 holders — while 675 added to existing stakes and 966 trimmed.
The largest buyer was Vanguard Group, adding an estimated $302M. The largest seller was State Street, cutting an estimated $148M.
- 2,002 institutional investors held PepsiCo (PEP) as of Q2 2017, up from 1,973 in Q1 2017.
- Funds reported $117B of PepsiCo stock for Q2 2017, up 3.1% quarter-over-quarter.
- 96 funds opened new PepsiCo positions in Q2 2017 and 48 closed out, a net change of +48 holders.
- The largest PepsiCo buyer in Q2 2017 was Vanguard Group, an estimated $302M added.
- The largest PepsiCo seller in Q2 2017 was State Street, an estimated $148M sold.
Based on aggregated 13F filings for Q2 2017.