PepsiCo
PEP
1,694 hedge funds and large institutions have $97.3B invested in PepsiCo in 2014 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 623 increasing their positions, 784 reducing their positions, and 39 closing their positions.
108% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 39
14% more funds holding in top 10
Funds holding in top 10: 209 → 239 (+30)
2% more funds holding
Funds holding: 1,665 → 1,694 (+29)
1% more capital invested
Capital invested by funds: $95.8B → $97.3B (+$1.42B)
6% less call options, than puts
Call options by funds: $777M | Put options by funds: $823M
1.09% less ownership
Funds ownership: 70.36% → 69.27% (-1.1%)
21% less repeat investments, than reductions
Existing positions increased: 623 | Existing positions reduced: 784
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$597M |
| 2 |
TFM
Trian Fund Management
New York
|
+$450M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
+$159M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$130M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.24B |
| 2 |
Norges Bank
Oslo,
Norway
|
-$1.06B |
| 3 |
Citigroup
New York
|
-$265M |
| 4 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$214M |
| 5 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$211M |
PEP Hedge Fund Activity: Q3 2014 in Review
1,694 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2014, worth a combined $97.3B — up 1.5% from $95.8B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new PEP positions and 39 closed out — a net gain of 42 holders — while 623 added to existing stakes and 784 trimmed.
The largest buyer was Capital World Investors, adding an estimated $597M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.24B.
- 1,694 institutional investors held PepsiCo (PEP) as of Q3 2014, up from 1,665 in Q2 2014.
- Funds reported $97.3B of PepsiCo stock for Q3 2014, up 1.5% quarter-over-quarter.
- 81 funds opened new PepsiCo positions in Q3 2014 and 39 closed out, a net change of +42 holders.
- The largest PepsiCo buyer in Q3 2014 was Capital World Investors, an estimated $597M added.
- The largest PepsiCo seller in Q3 2014 was T. Rowe Price Associates, an estimated $1.24B sold.
Based on aggregated 13F filings for Q3 2014.