PepsiCo
PEP
1,790 hedge funds and large institutions have $98.4B invested in PepsiCo in 2014 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 624 increasing their positions, 775 reducing their positions, and 55 closing their positions.
211% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 55
6% more funds holding
Funds holding: 1,694 → 1,790 (+96)
1% more capital invested
Capital invested by funds: $97.3B → $98.4B (+$1.18B)
0.3% more ownership
Funds ownership: 69.27% → 69.57% (+0.3%)
9% less funds holding in top 10
Funds holding in top 10: 239 → 217 (-22)
15% less call options, than puts
Call options by funds: $720M | Put options by funds: $850M
19% less repeat investments, than reductions
Existing positions increased: 624 | Existing positions reduced: 775
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$265M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$235M |
| 3 |
Renaissance Technologies
New York
|
+$228M |
| 4 |
D.E. Shaw & Co
New York
|
+$224M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$190M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$443M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$270M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$269M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$252M |
| 5 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$213M |
PEP Hedge Fund Activity: Q4 2014 in Review
1,790 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2014, worth a combined $98.4B — up 1.2% from $97.3B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new PEP positions and 55 closed out — a net gain of 116 holders — while 624 added to existing stakes and 775 trimmed.
The largest buyer was State Street, adding an estimated $265M. The largest seller was T. Rowe Price Associates, cutting an estimated $443M.
- 1,790 institutional investors held PepsiCo (PEP) as of Q4 2014, up from 1,694 in Q3 2014.
- Funds reported $98.4B of PepsiCo stock for Q4 2014, up 1.2% quarter-over-quarter.
- 171 funds opened new PepsiCo positions in Q4 2014 and 55 closed out, a net change of +116 holders.
- The largest PepsiCo buyer in Q4 2014 was State Street, an estimated $265M added.
- The largest PepsiCo seller in Q4 2014 was T. Rowe Price Associates, an estimated $443M sold.
Based on aggregated 13F filings for Q4 2014.