PepsiCo
PEP
1,789 hedge funds and large institutions have $98.8B invested in PepsiCo in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 706 increasing their positions, 777 reducing their positions, and 73 closing their positions.
150% more call options, than puts
Call options by funds: $1.7B | Put options by funds: $683M
29% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 73
3% more funds holding in top 10
Funds holding in top 10: 217 → 224 (+7)
0% more capital invested
Capital invested by funds: $98.4B → $98.8B (+$388M)
0.21% more ownership
Funds ownership: 69.57% → 69.78% (+0.21%)
0% less funds holding
Funds holding: 1,790 → 1,789 (-1)
9% less repeat investments, than reductions
Existing positions increased: 706 | Existing positions reduced: 777
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$641M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$415M |
| 3 |
O
OppenheimerFunds
New York
|
+$325M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$199M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$198M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.65B |
| 2 |
State Street
Boston,
Massachusetts
|
-$355M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$162M |
| 4 |
D.E. Shaw & Co
New York
|
-$146M |
| 5 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$145M |
PEP Hedge Fund Activity: Q1 2015 in Review
1,789 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2015, worth a combined $98.8B — up 0.39% from $98.4B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new PEP positions and 73 closed out — a net gain of 21 holders — while 706 added to existing stakes and 777 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $641M. The largest seller was Capital World Investors, cutting an estimated $1.65B.
- 1,789 institutional investors held PepsiCo (PEP) as of Q1 2015, down from 1,790 in Q4 2014.
- Funds reported $98.8B of PepsiCo stock for Q1 2015, up 0.39% quarter-over-quarter.
- 94 funds opened new PepsiCo positions in Q1 2015 and 73 closed out, a net change of +21 holders.
- The largest PepsiCo buyer in Q1 2015 was JP Morgan Chase, an estimated $641M added.
- The largest PepsiCo seller in Q1 2015 was Capital World Investors, an estimated $1.65B sold.
Based on aggregated 13F filings for Q1 2015.