PepsiCo
PEP
2,146 hedge funds and large institutions have $110B invested in PepsiCo in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 818 increasing their positions, 995 reducing their positions, and 96 closing their positions.
54% more call options, than puts
Call options by funds: $777M | Put options by funds: $506M
15% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 96
0.19% more ownership
Funds ownership: 71.12% → 71.31% (+0.19%)
1% less funds holding
Funds holding: 2,157 → 2,146 (-11)
9% less capital invested
Capital invested by funds: $121B → $110B (-$10.8B)
14% less funds holding in top 10
Funds holding in top 10: 176 → 151 (-25)
18% less repeat investments, than reductions
Existing positions increased: 818 | Existing positions reduced: 995
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$511M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$325M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$319M |
| 4 |
Renaissance Technologies
New York
|
+$294M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$260M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$575M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$418M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$387M |
| 4 |
Eagle Capital Management (New York)
New York
|
-$316M |
| 5 |
Bank of New York Mellon
New York
|
-$172M |
PEP Hedge Fund Activity: Q1 2018 in Review
2,146 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2018, worth a combined $110B — down 8.9% from $121B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new PEP positions and 96 closed out — a net gain of 14 holders — while 818 added to existing stakes and 995 trimmed.
The largest buyer was BlackRock, adding an estimated $511M. The largest seller was State Street, cutting an estimated $575M.
- 2,146 institutional investors held PepsiCo (PEP) as of Q1 2018, down from 2,157 in Q4 2017.
- Funds reported $110B of PepsiCo stock for Q1 2018, down 8.9% quarter-over-quarter.
- 110 funds opened new PepsiCo positions in Q1 2018 and 96 closed out, a net change of +14 holders.
- The largest PepsiCo buyer in Q1 2018 was BlackRock, an estimated $511M added.
- The largest PepsiCo seller in Q1 2018 was State Street, an estimated $575M sold.
Based on aggregated 13F filings for Q1 2018.