PepsiCo
PEP
3,038 hedge funds and large institutions have $174B invested in PepsiCo in 2021 Q4 according to their latest regulatory filings, with 432 funds opening new positions, 1,135 increasing their positions, 1,099 reducing their positions, and 94 closing their positions.
360% more first-time investments, than exits
New positions opened: 432 | Existing positions closed: 94
29% more funds holding in top 10
Funds holding in top 10: 110 → 142 (+32)
27% more capital inflows, than outflows
Capital inflows: $7.15B | Capital outflows: $5.62B
11% more funds holding
Funds holding: 2,739 → 3,038 (+299)
3% more repeat investments, than reductions
Existing positions increased: 1,135 | Existing positions reduced: 1,099
0.53% more ownership
Funds ownership: 72.06% → 72.6% (+0.53%)
27% less call options, than puts
Call options by funds: $1.88B | Put options by funds: $2.59B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$891M |
| 2 |
Morgan Stanley
New York
|
+$391M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$363M |
| 4 |
Sanders Capital
West Palm Beach,
Florida
|
+$279M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$267M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Magellan Asset Management
Sydney,
Australia
|
-$762M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$305M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$241M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$226M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$200M |
PEP Hedge Fund Activity: Q4 2021 in Review
3,038 of the 6,522 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2021, worth a combined $174B — up 16% from $150B a quarter earlier.
Buyers outnumbered sellers: 432 funds opened new PEP positions and 94 closed out — a net gain of 338 holders — while 1,135 added to existing stakes and 1,099 trimmed.
The largest buyer was BlackRock, adding an estimated $891M. The largest seller was Magellan Asset Management, cutting an estimated $762M.
- 3,038 institutional investors held PepsiCo (PEP) as of Q4 2021, up from 2,739 in Q3 2021.
- Funds reported $174B of PepsiCo stock for Q4 2021, up 16% quarter-over-quarter.
- 432 funds opened new PepsiCo positions in Q4 2021 and 94 closed out, a net change of +338 holders.
- The largest PepsiCo buyer in Q4 2021 was BlackRock, an estimated $891M added.
- The largest PepsiCo seller in Q4 2021 was Magellan Asset Management, an estimated $762M sold.
Based on aggregated 13F filings for Q4 2021.