PepsiCo
PEP
2,260 hedge funds and large institutions have $111B invested in PepsiCo in 2018 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 820 increasing their positions, 908 reducing their positions, and 96 closing their positions.
166% more first-time investments, than exits
New positions opened: 255 | Existing positions closed: 96
57% more funds holding in top 10
Funds holding in top 10: 115 → 180 (+65)
27% more call options, than puts
Call options by funds: $984M | Put options by funds: $777M
6% more funds holding
Funds holding: 2,123 → 2,260 (+137)
0.9% more ownership
Funds ownership: 71.47% → 72.37% (+0.9%)
2% less capital invested
Capital invested by funds: $113B → $111B (-$1.82B)
10% less repeat investments, than reductions
Existing positions increased: 820 | Existing positions reduced: 908
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$506M |
| 2 |
BlackRock
New York
|
+$257M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$253M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$185M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$180M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$643M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$188M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$171M |
| 4 |
Sanders Capital
West Palm Beach,
Florida
|
-$119M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$110M |
PEP Hedge Fund Activity: Q4 2018 in Review
2,260 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2018, worth a combined $111B — down 1.6% from $113B a quarter earlier.
Buyers outnumbered sellers: 255 funds opened new PEP positions and 96 closed out — a net gain of 159 holders — while 820 added to existing stakes and 908 trimmed.
The largest buyer was Vanguard Group, adding an estimated $506M. The largest seller was JP Morgan Chase, cutting an estimated $643M.
- 2,260 institutional investors held PepsiCo (PEP) as of Q4 2018, up from 2,123 in Q3 2018.
- Funds reported $111B of PepsiCo stock for Q4 2018, down 1.6% quarter-over-quarter.
- 255 funds opened new PepsiCo positions in Q4 2018 and 96 closed out, a net change of +159 holders.
- The largest PepsiCo buyer in Q4 2018 was Vanguard Group, an estimated $506M added.
- The largest PepsiCo seller in Q4 2018 was JP Morgan Chase, an estimated $643M sold.
Based on aggregated 13F filings for Q4 2018.