PepsiCo
PEP
3,016 hedge funds and large institutions have $166B invested in PepsiCo in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 1,310 increasing their positions, 1,163 reducing their positions, and 86 closing their positions.
64% more funds holding in top 10
Funds holding in top 10: 147 → 241 (+94)
42% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 86
20% more call options, than puts
Call options by funds: $1.42B | Put options by funds: $1.18B
13% more repeat investments, than reductions
Existing positions increased: 1,310 | Existing positions reduced: 1,163
0.03% less ownership
Funds ownership: 71.95% → 71.91% (-0.03%)
0% less funds holding
Funds holding: 3,026 → 3,016 (-10)
0% less capital invested
Capital invested by funds: $167B → $166B (-$687M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.17B |
| 2 |
BlackRock
New York
|
+$571M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$444M |
| 4 |
JP Morgan Chase
New York
|
+$441M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$343M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$1.01B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$444M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$442M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$320M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$306M |
PEP Hedge Fund Activity: Q2 2022 in Review
3,016 of the 5,960 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2022, worth a combined $166B — down 0.41% from $167B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new PEP positions and 86 closed out — a net gain of 36 holders — while 1,310 added to existing stakes and 1,163 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.17B. The largest seller was Magellan Asset Management, cutting an estimated $1.01B.
- 3,016 institutional investors held PepsiCo (PEP) as of Q2 2022, down from 3,026 in Q1 2022.
- Funds reported $166B of PepsiCo stock for Q2 2022, down 0.41% quarter-over-quarter.
- 122 funds opened new PepsiCo positions in Q2 2022 and 86 closed out, a net change of +36 holders.
- The largest PepsiCo buyer in Q2 2022 was Morgan Stanley, an estimated $1.17B added.
- The largest PepsiCo seller in Q2 2022 was Magellan Asset Management, an estimated $1.01B sold.
Based on aggregated 13F filings for Q2 2022.