PepsiCo
PEP
2,330 hedge funds and large institutions have $139B invested in PepsiCo in 2019 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 978 increasing their positions, 984 reducing their positions, and 71 closing their positions.
21% more first-time investments, than exits
New positions opened: 86 | 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)
0% less funds holding
Funds holding: 2,332 → 2,330 (-2)
0.41% less ownership
Funds ownership: 72.72% → 72.31% (-0.41%)
1% less repeat investments, than reductions
Existing positions increased: 978 | Existing positions reduced: 984
20% less capital inflows, than outflows
Capital inflows: $3.89B | Capital outflows: $4.86B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$271M |
| 2 |
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 |
Amundi Asset Management US
Boston,
Massachusetts
|
-$278M |
| 4 |
Barclays
London,
United Kingdom
|
-$252M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$209M |
PEP Hedge Fund Activity: Q3 2019 in Review
2,330 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2019, worth a combined $139B — up 3.7% from $134B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new PEP positions and 71 closed out — a net gain of 15 holders — while 978 added to existing stakes and 984 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $271M. The largest seller was Wellington Management Group, cutting an estimated $462M.
- 2,330 institutional investors held PepsiCo (PEP) as of Q3 2019, down from 2,332 in Q2 2019.
- Funds reported $139B of PepsiCo stock for Q3 2019, up 3.7% quarter-over-quarter.
- 86 funds opened new PepsiCo positions in Q3 2019 and 71 closed out, a net change of +15 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.