PepsiCo
PEP
1,903 hedge funds and large institutions have $108B invested in PepsiCo in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 733 increasing their positions, 858 reducing their positions, and 43 closing their positions.
81% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 43
16% more call options, than puts
Call options by funds: $1.07B | Put options by funds: $928M
7% more funds holding in top 10
Funds holding in top 10: 273 → 291 (+18)
5% more capital invested
Capital invested by funds: $103B → $108B (+$5.18B)
1% more funds holding
Funds holding: 1,885 → 1,903 (+18)
1.43% less ownership
Funds ownership: 72.17% → 70.74% (-1.4%)
15% less repeat investments, than reductions
Existing positions increased: 733 | Existing positions reduced: 858
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$526M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$349M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$316M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$236M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$184M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$3.7B |
| 2 |
Bank of New York Mellon
New York
|
-$365M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$361M |
| 4 |
Parnassus Investments
San Francisco,
California
|
-$323M |
| 5 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$288M |
PEP Hedge Fund Activity: Q2 2016 in Review
1,903 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2016, worth a combined $108B — up 5% from $103B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new PEP positions and 43 closed out — a net gain of 35 holders — while 733 added to existing stakes and 858 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $526M. The largest seller was Royal London Asset Management, cutting an estimated $3.7B.
- 1,903 institutional investors held PepsiCo (PEP) as of Q2 2016, up from 1,885 in Q1 2016.
- Funds reported $108B of PepsiCo stock for Q2 2016, up 5% quarter-over-quarter.
- 78 funds opened new PepsiCo positions in Q2 2016 and 43 closed out, a net change of +35 holders.
- The largest PepsiCo buyer in Q2 2016 was Wellington Management Group, an estimated $526M added.
- The largest PepsiCo seller in Q2 2016 was Royal London Asset Management, an estimated $3.7B sold.
Based on aggregated 13F filings for Q2 2016.