PepsiCo
PEP
2,754 hedge funds and large institutions have $147B invested in PepsiCo in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,213 increasing their positions, 1,066 reducing their positions, and 73 closing their positions.
99% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 73
14% more repeat investments, than reductions
Existing positions increased: 1,213 | Existing positions reduced: 1,066
1% more funds holding
Funds holding: 2,714 → 2,754 (+40)
5% more capital invested
Capital invested by funds: $140B → $147B (+$6.9B)
0.06% more ownership
Funds ownership: 71.68% → 71.74% (+0.06%)
5% less funds holding in top 10
Funds holding in top 10: 110 → 105 (-5)
18% less call options, than puts
Call options by funds: $1.16B | Put options by funds: $1.41B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$959M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$259M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$182M |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$169M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$315M |
| 2 |
VAM
Vontobel Asset Management
New York
|
-$260M |
| 3 |
Two Sigma Advisers
New York
|
-$238M |
| 4 |
Two Sigma Investments
New York
|
-$217M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$151M |
PEP Hedge Fund Activity: Q2 2021 in Review
2,754 of the 5,768 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2021, worth a combined $147B — up 4.9% from $140B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new PEP positions and 73 closed out — a net gain of 72 holders — while 1,213 added to existing stakes and 1,066 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $959M. The largest seller was Bank of America, cutting an estimated $315M.
- 2,754 institutional investors held PepsiCo (PEP) as of Q2 2021, up from 2,714 in Q1 2021.
- Funds reported $147B of PepsiCo stock for Q2 2021, up 4.9% quarter-over-quarter.
- 145 funds opened new PepsiCo positions in Q2 2021 and 73 closed out, a net change of +72 holders.
- The largest PepsiCo buyer in Q2 2021 was Capital Research Global Investors, an estimated $959M added.
- The largest PepsiCo seller in Q2 2021 was Bank of America, an estimated $315M sold.
Based on aggregated 13F filings for Q2 2021.