PepsiCo
PEP
2,333 hedge funds and large institutions have $133B invested in PepsiCo in 2019 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 849 increasing their positions, 1,083 reducing their positions, and 60 closing their positions.
110% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 60
83% more call options, than puts
Call options by funds: $1.51B | Put options by funds: $830M
7% more capital invested
Capital invested by funds: $124B → $133B (+$9.1B)
4% more funds holding in top 10
Funds holding in top 10: 180 → 188 (+8)
1% more funds holding
Funds holding: 2,300 → 2,333 (+33)
0.44% more ownership
Funds ownership: 72.3% → 72.74% (+0.44%)
22% less repeat investments, than reductions
Existing positions increased: 849 | Existing positions reduced: 1,083
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.24B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$519M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$281M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$196M |
| 5 |
BlackRock
New York
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$237M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$229M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$219M |
| 4 |
Renaissance Technologies
New York
|
-$165M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$164M |
PEP Hedge Fund Activity: Q2 2019 in Review
2,333 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2019, worth a combined $133B — up 7.3% from $124B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new PEP positions and 60 closed out — a net gain of 66 holders — while 849 added to existing stakes and 1,083 trimmed.
The largest buyer was Nuveen, adding an estimated $1.24B. The largest seller was Deutsche Bank, cutting an estimated $237M.
- 2,333 institutional investors held PepsiCo (PEP) as of Q2 2019, up from 2,300 in Q1 2019.
- Funds reported $133B of PepsiCo stock for Q2 2019, up 7.3% quarter-over-quarter.
- 126 funds opened new PepsiCo positions in Q2 2019 and 60 closed out, a net change of +66 holders.
- The largest PepsiCo buyer in Q2 2019 was Nuveen, an estimated $1.24B added.
- The largest PepsiCo seller in Q2 2019 was Deutsche Bank, an estimated $237M sold.
Based on aggregated 13F filings for Q2 2019.