PepsiCo
PEP
1,771 hedge funds and large institutions have $95.1B invested in PepsiCo in 2015 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 661 increasing their positions, 796 reducing their positions, and 72 closing their positions.
0% more call options, than puts
Call options by funds: $767M | Put options by funds: $765M
0.24% less ownership
Funds ownership: 69.78% → 69.54% (-0.24%)
3% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 72
4% less capital invested
Capital invested by funds: $98.8B → $95.1B (-$3.73B)
1% less funds holding
Funds holding: 1,789 → 1,771 (-18)
10% less funds holding in top 10
Funds holding in top 10: 224 → 201 (-23)
17% less repeat investments, than reductions
Existing positions increased: 661 | Existing positions reduced: 796
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$722M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$202M |
| 3 |
JP Morgan Chase
New York
|
+$158M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$148M |
| 5 |
Millennium Management
New York
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$583M |
| 2 |
State Street
Boston,
Massachusetts
|
-$419M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$300M |
| 4 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$159M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$136M |
PEP Hedge Fund Activity: Q2 2015 in Review
1,771 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2015, worth a combined $95.1B — down 3.8% from $98.8B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of PEP and 70 opened new positions — a net loss of 2 holders — while 796 trimmed existing stakes and 661 added.
The largest buyer was Wellington Management Group, adding an estimated $722M. The largest seller was Capital World Investors, cutting an estimated $583M.
- 1,771 institutional investors held PepsiCo (PEP) as of Q2 2015, down from 1,789 in Q1 2015.
- Funds reported $95.1B of PepsiCo stock for Q2 2015, down 3.8% quarter-over-quarter.
- 70 funds opened new PepsiCo positions in Q2 2015 and 72 closed out, a net change of -2 holders.
- The largest PepsiCo buyer in Q2 2015 was Wellington Management Group, an estimated $722M added.
- The largest PepsiCo seller in Q2 2015 was Capital World Investors, an estimated $583M sold.
Based on aggregated 13F filings for Q2 2015.