PepsiCo
PEP
1,933 hedge funds and large institutions have $106B invested in PepsiCo in 2016 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 741 increasing their positions, 817 reducing their positions, and 77 closing their positions.
117% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 77
3% more funds holding
Funds holding: 1,874 → 1,933 (+59)
0.19% less ownership
Funds ownership: 70.7% → 70.51% (-0.19%)
3% less capital invested
Capital invested by funds: $109B → $106B (-$3.54B)
9% less repeat investments, than reductions
Existing positions increased: 741 | Existing positions reduced: 817
14% less call options, than puts
Call options by funds: $877M | Put options by funds: $1.02B
23% less funds holding in top 10
Funds holding in top 10: 276 → 212 (-64)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$520M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$270M |
| 3 |
Asset Management One
Tokyo,
Japan
|
+$233M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$174M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$439M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$329M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$301M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$288M |
| 5 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$257M |
PEP Hedge Fund Activity: Q4 2016 in Review
1,933 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2016, worth a combined $106B — down 3.2% from $109B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new PEP positions and 77 closed out — a net gain of 90 holders — while 741 added to existing stakes and 817 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $520M. The largest seller was Fidelity Investments, cutting an estimated $439M.
- 1,933 institutional investors held PepsiCo (PEP) as of Q4 2016, up from 1,874 in Q3 2016.
- Funds reported $106B of PepsiCo stock for Q4 2016, down 3.2% quarter-over-quarter.
- 167 funds opened new PepsiCo positions in Q4 2016 and 77 closed out, a net change of +90 holders.
- The largest PepsiCo buyer in Q4 2016 was Massachusetts Financial Services, an estimated $520M added.
- The largest PepsiCo seller in Q4 2016 was Fidelity Investments, an estimated $439M sold.
Based on aggregated 13F filings for Q4 2016.