PepsiCo
PEP
1,664 hedge funds and large institutions have $95.8B invested in PepsiCo in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 653 increasing their positions, 736 reducing their positions, and 44 closing their positions.
61% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 44
38% more call options, than puts
Call options by funds: $848M | Put options by funds: $614M
14% more funds holding in top 10
Funds holding in top 10: 184 → 209 (+25)
8% more capital invested
Capital invested by funds: $88.6B → $95.8B (+$7.24B)
1.24% more ownership
Funds ownership: 69.12% → 70.36% (+1.2%)
1% more funds holding
Funds holding: 1,646 → 1,664 (+18)
11% less repeat investments, than reductions
Existing positions increased: 653 | Existing positions reduced: 736
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$1.01B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$362M |
| 3 |
Millennium Management
New York
|
+$192M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$169M |
| 5 |
Morgan Stanley
New York
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$287M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$282M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$237M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$208M |
| 5 |
JP Morgan Chase
New York
|
-$159M |
PEP Hedge Fund Activity: Q2 2014 in Review
1,664 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2014, worth a combined $95.8B — up 8.2% from $88.6B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new PEP positions and 44 closed out — a net gain of 27 holders — while 653 added to existing stakes and 736 trimmed.
The largest buyer was Norges Bank, adding an estimated $1.01B. The largest seller was Baillie Gifford & Co, cutting an estimated $287M.
- 1,664 institutional investors held PepsiCo (PEP) as of Q2 2014, up from 1,646 in Q1 2014.
- Funds reported $95.8B of PepsiCo stock for Q2 2014, up 8.2% quarter-over-quarter.
- 71 funds opened new PepsiCo positions in Q2 2014 and 44 closed out, a net change of +27 holders.
- The largest PepsiCo buyer in Q2 2014 was Norges Bank, an estimated $1.01B added.
- The largest PepsiCo seller in Q2 2014 was Baillie Gifford & Co, an estimated $287M sold.
Based on aggregated 13F filings for Q2 2014.