PepsiCo
PEP
2,719 hedge funds and large institutions have $147B invested in PepsiCo in 2020 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 1,090 increasing their positions, 1,025 reducing their positions, and 69 closing their positions.
348% more first-time investments, than exits
New positions opened: 309 | Existing positions closed: 69
8% more funds holding
Funds holding: 2,520 → 2,719 (+199)
10% more capital inflows, than outflows
Capital inflows: $5.05B | Capital outflows: $4.61B
6% more repeat investments, than reductions
Existing positions increased: 1,090 | Existing positions reduced: 1,025
0.31% more ownership
Funds ownership: 71.28% → 71.6% (+0.31%)
13% less funds holding in top 10
Funds holding in top 10: 167 → 145 (-22)
14% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.24B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Magellan Asset Management
Sydney,
Australia
|
+$483M |
| 2 |
Flossbach Von Storch
Cologne,
Germany
|
+$288M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$231M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$173M |
| 5 |
Morgan Stanley
New York
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$426M |
| 2 |
State Street
Boston,
Massachusetts
|
-$380M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$220M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$175M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$160M |
PEP Hedge Fund Activity: Q4 2020 in Review
2,719 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2020, worth a combined $147B — up 7.3% from $137B a quarter earlier.
Buyers outnumbered sellers: 309 funds opened new PEP positions and 69 closed out — a net gain of 240 holders — while 1,090 added to existing stakes and 1,025 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $483M. The largest seller was BlackRock, cutting an estimated $426M.
- 2,719 institutional investors held PepsiCo (PEP) as of Q4 2020, up from 2,520 in Q3 2020.
- Funds reported $147B of PepsiCo stock for Q4 2020, up 7.3% quarter-over-quarter.
- 309 funds opened new PepsiCo positions in Q4 2020 and 69 closed out, a net change of +240 holders.
- The largest PepsiCo buyer in Q4 2020 was Magellan Asset Management, an estimated $483M added.
- The largest PepsiCo seller in Q4 2020 was BlackRock, an estimated $426M sold.
Based on aggregated 13F filings for Q4 2020.