PepsiCo
PEP
2,300 hedge funds and large institutions have $124B invested in PepsiCo in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 942 increasing their positions, 977 reducing their positions, and 74 closing their positions.
93% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 74
60% more call options, than puts
Call options by funds: $1.15B | Put options by funds: $718M
12% more capital invested
Capital invested by funds: $111B → $124B (+$12.9B)
2% more funds holding
Funds holding: 2,260 → 2,300 (+40)
0% more funds holding in top 10
Funds holding in top 10: 180 → 180 (0)
0.07% less ownership
Funds ownership: 72.37% → 72.3% (-0.07%)
4% less repeat investments, than reductions
Existing positions increased: 942 | Existing positions reduced: 977
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$933M |
| 2 |
BlackRock
New York
|
+$438M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$216M |
| 4 |
State Street
Boston,
Massachusetts
|
+$187M |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.25B |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$755M |
| 3 |
JP Morgan Chase
New York
|
-$422M |
| 4 |
O
OppenheimerFunds
New York
|
-$260M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$224M |
PEP Hedge Fund Activity: Q1 2019 in Review
2,300 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2019, worth a combined $124B — up 12% from $111B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new PEP positions and 74 closed out — a net gain of 69 holders — while 942 added to existing stakes and 977 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $933M. The largest seller was Vanguard Group, cutting an estimated $1.25B.
- 2,300 institutional investors held PepsiCo (PEP) as of Q1 2019, up from 2,260 in Q4 2018.
- Funds reported $124B of PepsiCo stock for Q1 2019, up 12% quarter-over-quarter.
- 143 funds opened new PepsiCo positions in Q1 2019 and 74 closed out, a net change of +69 holders.
- The largest PepsiCo buyer in Q1 2019 was Magellan Asset Management, an estimated $933M added.
- The largest PepsiCo seller in Q1 2019 was Vanguard Group, an estimated $1.25B sold.
Based on aggregated 13F filings for Q1 2019.