PepsiCo
PEP
3,025 hedge funds and large institutions have $167B invested in PepsiCo in 2022 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 1,269 increasing their positions, 1,222 reducing their positions, and 120 closing their positions.
24% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 120
4% more funds holding in top 10
Funds holding in top 10: 142 → 147 (+5)
4% more repeat investments, than reductions
Existing positions increased: 1,269 | Existing positions reduced: 1,222
0% less funds holding
Funds holding: 3,037 → 3,025 (-12)
0.65% less ownership
Funds ownership: 72.6% → 71.95% (-0.65%)
6% less call options, than puts
Call options by funds: $1.53B | Put options by funds: $1.64B
17% less capital inflows, than outflows
Capital inflows: $6.36B | Capital outflows: $7.68B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$899M |
| 2 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
|
+$337M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$334M |
| 4 |
Goldman Sachs
New York
|
+$331M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$240M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Magellan Asset Management
Sydney,
Australia
|
-$566M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$491M |
| 3 |
Fundsmith LLP
London,
United Kingdom
|
-$438M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$386M |
| 5 |
JP Morgan Chase
New York
|
-$313M |
PEP Hedge Fund Activity: Q1 2022 in Review
3,025 of the 6,363 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2022, worth a combined $167B — down 4.4% from $174B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new PEP positions and 120 closed out — a net gain of 29 holders — while 1,269 added to existing stakes and 1,222 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $899M. The largest seller was Magellan Asset Management, cutting an estimated $566M.
- 3,025 institutional investors held PepsiCo (PEP) as of Q1 2022, down from 3,037 in Q4 2021.
- Funds reported $167B of PepsiCo stock for Q1 2022, down 4.4% quarter-over-quarter.
- 149 funds opened new PepsiCo positions in Q1 2022 and 120 closed out, a net change of +29 holders.
- The largest PepsiCo buyer in Q1 2022 was Royal Bank of Canada, an estimated $899M added.
- The largest PepsiCo seller in Q1 2022 was Magellan Asset Management, an estimated $566M sold.
Based on aggregated 13F filings for Q1 2022.