PepsiCo
PEP
3,027 hedge funds and large institutions have $166B invested in PepsiCo in 2022 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 1,271 increasing their positions, 1,221 reducing their positions, and 120 closing their positions.
26% more first-time investments, than exits
New positions opened: 151 | 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: 1,271 | Existing positions reduced: 1,221
0% less funds holding
Funds holding: 3,036 → 3,027 (-9)
0.47% less ownership
Funds ownership: 72.6% → 72.13% (-0.47%)
4% less capital invested
Capital invested by funds: $174B → $166B (-$7.33B)
6% less call options, than puts
Call options by funds: $1.53B | Put options by funds: $1.64B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$899M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$349M |
| 3 |
FIS
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
|
+$337M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$334M |
| 5 |
Goldman Sachs
New York
|
+$331M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
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
3,027 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2022, worth a combined $166B — down 4.2% from $174B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new PEP positions and 120 closed out — a net gain of 31 holders — while 1,271 added to existing stakes and 1,221 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $899M. The largest seller was Magellan Asset Management, cutting an estimated $566M.
- 3,027 institutional investors held PepsiCo (PEP) as of Q1 2022, down from 3,036 in Q4 2021.
- Funds reported $166B of PepsiCo stock for Q1 2022, down 4.2% quarter-over-quarter.
- 151 funds opened new PepsiCo positions in Q1 2022 and 120 closed out, a net change of +31 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.