PepsiCo
PEP
2,503 hedge funds and large institutions have $131B invested in PepsiCo in 2020 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 1,111 increasing their positions, 1,014 reducing their positions, and 78 closing their positions.
71% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 78
1% more funds holding
Funds holding: 2,473 → 2,503 (+30)
10% more repeat investments, than reductions
Existing positions increased: 1,111 | Existing positions reduced: 1,014
1% more call options, than puts
Call options by funds: $1.13B | Put options by funds: $1.11B
0.27% less ownership
Funds ownership: 71.86% → 71.58% (-0.27%)
8% less capital inflows, than outflows
Capital inflows: $5.37B | Capital outflows: $5.8B
17% less funds holding in top 10
Funds holding in top 10: 213 → 177 (-36)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$933M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$483M |
| 3 |
Magellan Asset Management
Sydney,
Australia
|
+$210M |
| 4 |
Two Sigma Advisers
New York
|
+$191M |
| 5 |
Two Sigma Investments
New York
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$686M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$351M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$285M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$202M |
| 5 |
Jane Street
New York
|
-$194M |
PEP Hedge Fund Activity: Q2 2020 in Review
2,503 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2020, worth a combined $131B — up 9.4% from $120B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new PEP positions and 78 closed out — a net gain of 55 holders — while 1,111 added to existing stakes and 1,014 trimmed.
The largest buyer was Vanguard Group, adding an estimated $933M. The largest seller was BlackRock, cutting an estimated $686M.
- 2,503 institutional investors held PepsiCo (PEP) as of Q2 2020, up from 2,473 in Q1 2020.
- Funds reported $131B of PepsiCo stock for Q2 2020, up 9.4% quarter-over-quarter.
- 133 funds opened new PepsiCo positions in Q2 2020 and 78 closed out, a net change of +55 holders.
- The largest PepsiCo buyer in Q2 2020 was Vanguard Group, an estimated $933M added.
- The largest PepsiCo seller in Q2 2020 was BlackRock, an estimated $686M sold.
Based on aggregated 13F filings for Q2 2020.