PepsiCo
PEP
2,737 hedge funds and large institutions have $150B invested in PepsiCo in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,206 increasing their positions, 1,057 reducing their positions, and 92 closing their positions.
23% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 92
14% more repeat investments, than reductions
Existing positions increased: 1,206 | Existing positions reduced: 1,057
5% more funds holding in top 10
Funds holding in top 10: 105 → 110 (+5)
2% more capital invested
Capital invested by funds: $147B → $150B (+$3.06B)
0.32% more ownership
Funds ownership: 71.74% → 72.06% (+0.32%)
1% less funds holding
Funds holding: 2,753 → 2,737 (-16)
22% less call options, than puts
Call options by funds: $1.41B | Put options by funds: $1.81B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$284M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$166M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$165M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$161M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$235M |
| 2 |
Bank of New York Mellon
New York
|
-$139M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$128M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$125M |
| 5 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$116M |
PEP Hedge Fund Activity: Q3 2021 in Review
2,737 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2021, worth a combined $150B — up 2.1% from $147B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new PEP positions and 92 closed out — a net gain of 21 holders — while 1,206 added to existing stakes and 1,057 trimmed.
The largest buyer was UBS AM, adding an estimated $284M. The largest seller was Nuveen, cutting an estimated $235M.
- 2,737 institutional investors held PepsiCo (PEP) as of Q3 2021, down from 2,753 in Q2 2021.
- Funds reported $150B of PepsiCo stock for Q3 2021, up 2.1% quarter-over-quarter.
- 113 funds opened new PepsiCo positions in Q3 2021 and 92 closed out, a net change of +21 holders.
- The largest PepsiCo buyer in Q3 2021 was UBS AM, an estimated $284M added.
- The largest PepsiCo seller in Q3 2021 was Nuveen, an estimated $235M sold.
Based on aggregated 13F filings for Q3 2021.