PepsiCo
PEP
2,329 hedge funds and large institutions have $138B invested in PepsiCo in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 980 increasing their positions, 983 reducing their positions, and 71 closing their positions.
18% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 71
12% more call options, than puts
Call options by funds: $1.15B | Put options by funds: $1.03B
11% more funds holding in top 10
Funds holding in top 10: 188 → 209 (+21)
4% more capital invested
Capital invested by funds: $133B → $138B (+$5.15B)
0% less funds holding
Funds holding: 2,333 → 2,329 (-4)
0% less repeat investments, than reductions
Existing positions increased: 980 | Existing positions reduced: 983
0.44% less ownership
Funds ownership: 72.74% → 72.31% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$271M |
| 2 |
UIM
USS Investment Management
London,
United Kingdom
|
+$175M |
| 3 |
BlackRock
New York
|
+$133M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$131M |
| 5 |
State Street
Boston,
Massachusetts
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$462M |
| 2 |
Renaissance Technologies
New York
|
-$382M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$278M |
| 4 |
Barclays
London,
United Kingdom
|
-$252M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$239M |
PEP Hedge Fund Activity: Q3 2019 in Review
2,329 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2019, worth a combined $138B — up 3.9% from $133B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new PEP positions and 71 closed out — a net gain of 13 holders — while 980 added to existing stakes and 983 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $271M. The largest seller was Wellington Management Group, cutting an estimated $462M.
- 2,329 institutional investors held PepsiCo (PEP) as of Q3 2019, down from 2,333 in Q2 2019.
- Funds reported $138B of PepsiCo stock for Q3 2019, up 3.9% quarter-over-quarter.
- 84 funds opened new PepsiCo positions in Q3 2019 and 71 closed out, a net change of +13 holders.
- The largest PepsiCo buyer in Q3 2019 was AQR Capital Management, an estimated $271M added.
- The largest PepsiCo seller in Q3 2019 was Wellington Management Group, an estimated $462M sold.
Based on aggregated 13F filings for Q3 2019.