PepsiCo
PEP
1,972 hedge funds and large institutions have $114B invested in PepsiCo in 2017 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 695 increasing their positions, 944 reducing their positions, and 60 closing their positions.
98% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 60
8% more capital invested
Capital invested by funds: $106B → $114B (+$7.99B)
4% more funds holding in top 10
Funds holding in top 10: 212 → 220 (+8)
2% more funds holding
Funds holding: 1,932 → 1,972 (+40)
0.72% more ownership
Funds ownership: 70.51% → 71.23% (+0.72%)
20% less call options, than puts
Call options by funds: $688M | Put options by funds: $858M
26% less repeat investments, than reductions
Existing positions increased: 695 | Existing positions reduced: 944
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$9.05B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$360M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$314M |
| 4 |
Sanders Capital
West Palm Beach,
Florida
|
+$239M |
| 5 |
Renaissance Technologies
New York
|
+$222M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$341M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$226M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$150M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$105M |
| 5 |
FAM
Fred Alger Management
New York
|
-$103M |
PEP Hedge Fund Activity: Q1 2017 in Review
1,972 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2017, worth a combined $114B — up 7.6% from $106B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new PEP positions and 60 closed out — a net gain of 59 holders — while 695 added to existing stakes and 944 trimmed.
The largest buyer was BlackRock, adding an estimated $9.05B. The largest seller was American Century Companies, cutting an estimated $341M.
- 1,972 institutional investors held PepsiCo (PEP) as of Q1 2017, up from 1,932 in Q4 2016.
- Funds reported $114B of PepsiCo stock for Q1 2017, up 7.6% quarter-over-quarter.
- 119 funds opened new PepsiCo positions in Q1 2017 and 60 closed out, a net change of +59 holders.
- The largest PepsiCo buyer in Q1 2017 was BlackRock, an estimated $9.05B added.
- The largest PepsiCo seller in Q1 2017 was American Century Companies, an estimated $341M sold.
Based on aggregated 13F filings for Q1 2017.