PepsiCo
PEP
1,859 hedge funds and large institutions have $106B invested in PepsiCo in 2015 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 670 increasing their positions, 799 reducing their positions, and 40 closing their positions.
318% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 40
6% more funds holding
Funds holding: 1,755 → 1,859 (+104)
6% more capital invested
Capital invested by funds: $101B → $106B (+$5.61B)
0.15% more ownership
Funds ownership: 70.25% → 70.4% (+0.15%)
2% less funds holding in top 10
Funds holding in top 10: 277 → 271 (-6)
16% less repeat investments, than reductions
Existing positions increased: 670 | Existing positions reduced: 799
23% less call options, than puts
Call options by funds: $551M | Put options by funds: $718M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$331M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$204M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$200M |
| 4 |
JP Morgan Chase
New York
|
+$155M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$375M |
| 2 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$343M |
| 3 |
Bank of New York Mellon
New York
|
-$235M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$214M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$190M |
PEP Hedge Fund Activity: Q4 2015 in Review
1,859 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2015, worth a combined $106B — up 5.6% from $101B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new PEP positions and 40 closed out — a net gain of 127 holders — while 670 added to existing stakes and 799 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $331M. The largest seller was Capital World Investors, cutting an estimated $375M.
- 1,859 institutional investors held PepsiCo (PEP) as of Q4 2015, up from 1,755 in Q3 2015.
- Funds reported $106B of PepsiCo stock for Q4 2015, up 5.6% quarter-over-quarter.
- 167 funds opened new PepsiCo positions in Q4 2015 and 40 closed out, a net change of +127 holders.
- The largest PepsiCo buyer in Q4 2015 was Wellington Management Group, an estimated $331M added.
- The largest PepsiCo seller in Q4 2015 was Capital World Investors, an estimated $375M sold.
Based on aggregated 13F filings for Q4 2015.