PepsiCo
PEP
3,193 hedge funds and large institutions have $183B invested in PepsiCo in 2022 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 1,250 increasing their positions, 1,198 reducing their positions, and 95 closing their positions.
259% more first-time investments, than exits
New positions opened: 341 | Existing positions closed: 95
12% more capital invested
Capital invested by funds: $163B → $183B (+$20.2B)
6% more funds holding
Funds holding: 3,005 → 3,193 (+188)
5% more funds holding in top 10
Funds holding in top 10: 261 → 273 (+12)
4% more repeat investments, than reductions
Existing positions increased: 1,250 | Existing positions reduced: 1,198
0.94% more ownership
Funds ownership: 72.09% → 73.02% (+0.94%)
3% less call options, than puts
Call options by funds: $1.83B | Put options by funds: $1.89B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$826M |
| 2 |
BlackRock
New York
|
+$604M |
| 3 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
+$580M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$468M |
| 5 |
Barclays
London,
United Kingdom
|
+$329M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flossbach Von Storch
Cologne,
Germany
|
-$576M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$410M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$282M |
| 4 |
Millennium Management
New York
|
-$259M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$220M |
PEP Hedge Fund Activity: Q4 2022 in Review
3,193 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2022, worth a combined $183B — up 12% from $163B a quarter earlier.
Buyers outnumbered sellers: 341 funds opened new PEP positions and 95 closed out — a net gain of 246 holders — while 1,250 added to existing stakes and 1,198 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $826M. The largest seller was Flossbach Von Storch, cutting an estimated $576M.
- 3,193 institutional investors held PepsiCo (PEP) as of Q4 2022, up from 3,005 in Q3 2022.
- Funds reported $183B of PepsiCo stock for Q4 2022, up 12% quarter-over-quarter.
- 341 funds opened new PepsiCo positions in Q4 2022 and 95 closed out, a net change of +246 holders.
- The largest PepsiCo buyer in Q4 2022 was Morgan Stanley, an estimated $826M added.
- The largest PepsiCo seller in Q4 2022 was Flossbach Von Storch, an estimated $576M sold.
Based on aggregated 13F filings for Q4 2022.