PepsiCo
PEP
1,657 hedge funds and large institutions have $88.5B invested in PepsiCo in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 616 increasing their positions, 687 reducing their positions, and 39 closing their positions.
379% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 39
57% more call options, than puts
Call options by funds: $1.09B | Put options by funds: $693M
9% more funds holding
Funds holding: 1,524 → 1,657 (+133)
2% more funds holding in top 10
Funds holding in top 10: 185 → 188 (+3)
4% more capital invested
Capital invested by funds: $85.5B → $88.5B (+$3.01B)
0.08% less ownership
Funds ownership: 69.69% → 69.61% (-0.08%)
10% less repeat investments, than reductions
Existing positions increased: 616 | Existing positions reduced: 687
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$329M |
| 2 |
State Street
Boston,
Massachusetts
|
+$279M |
| 3 |
Citigroup
New York
|
+$231M |
| 4 |
D.E. Shaw & Co
New York
|
+$189M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$188M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$788M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$465M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$268M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$229M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$192M |
PEP Hedge Fund Activity: Q4 2013 in Review
1,657 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2013, worth a combined $88.5B — up 3.5% from $85.5B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new PEP positions and 39 closed out — a net gain of 148 holders — while 616 added to existing stakes and 687 trimmed.
The largest buyer was Yacktman Asset Management, adding an estimated $329M. The largest seller was Capital World Investors, cutting an estimated $788M.
- 1,657 institutional investors held PepsiCo (PEP) as of Q4 2013, up from 1,524 in Q3 2013.
- Funds reported $88.5B of PepsiCo stock for Q4 2013, up 3.5% quarter-over-quarter.
- 187 funds opened new PepsiCo positions in Q4 2013 and 39 closed out, a net change of +148 holders.
- The largest PepsiCo buyer in Q4 2013 was Yacktman Asset Management, an estimated $329M added.
- The largest PepsiCo seller in Q4 2013 was Capital World Investors, an estimated $788M sold.
Based on aggregated 13F filings for Q4 2013.