PepsiCo
PEP
2,475 hedge funds and large institutions have $120B invested in PepsiCo in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 982 increasing their positions, 1,110 reducing their positions, and 150 closing their positions.
38% more call options, than puts
Call options by funds: $1.25B | Put options by funds: $904M
28% more funds holding in top 10
Funds holding in top 10: 167 → 214 (+47)
0.23% more ownership
Funds ownership: 71.8% → 72.03% (+0.23%)
2% less funds holding
Funds holding: 2,535 → 2,475 (-60)
12% less repeat investments, than reductions
Existing positions increased: 982 | Existing positions reduced: 1,110
12% less capital invested
Capital invested by funds: $137B → $120B (-$16.8B)
15% less first-time investments, than exits
New positions opened: 127 | Existing positions closed: 150
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$380M |
| 2 |
BlackRock
New York
|
+$368M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$322M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$299M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$256M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$439M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$406M |
| 3 |
Barclays
London,
United Kingdom
|
-$243M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$232M |
| 5 |
Goldman Sachs
New York
|
-$198M |
PEP Hedge Fund Activity: Q1 2020 in Review
2,475 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2020, worth a combined $120B — down 12% from $137B a quarter earlier.
Sellers outnumbered buyers: 150 funds closed out of PEP and 127 opened new positions — a net loss of 23 holders — while 1,110 trimmed existing stakes and 982 added.
The largest buyer was Vanguard Group, adding an estimated $380M. The largest seller was Wellington Management Group, cutting an estimated $439M.
- 2,475 institutional investors held PepsiCo (PEP) as of Q1 2020, down from 2,535 in Q4 2019.
- Funds reported $120B of PepsiCo stock for Q1 2020, down 12% quarter-over-quarter.
- 127 funds opened new PepsiCo positions in Q1 2020 and 150 closed out, a net change of -23 holders.
- The largest PepsiCo buyer in Q1 2020 was Vanguard Group, an estimated $380M added.
- The largest PepsiCo seller in Q1 2020 was Wellington Management Group, an estimated $439M sold.
Based on aggregated 13F filings for Q1 2020.