PepsiCo
PEP
3,171 hedge funds and large institutions have $183B invested in PepsiCo in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,360 increasing their positions, 1,270 reducing their positions, and 107 closing their positions.
43% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 107
7% more repeat investments, than reductions
Existing positions increased: 1,360 | Existing positions reduced: 1,270
4% more call options, than puts
Call options by funds: $1.91B | Put options by funds: $1.83B
2% more capital invested
Capital invested by funds: $180B → $183B (+$3.19B)
0.73% more ownership
Funds ownership: 72.34% → 73.07% (+0.73%)
1% less funds holding
Funds holding: 3,196 → 3,171 (-25)
6% less funds holding in top 10
Funds holding in top 10: 273 → 256 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.06B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$479M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$213M |
| 4 |
Goldman Sachs
New York
|
+$166M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$481M |
| 2 |
Man Group
London,
United Kingdom
|
-$350M |
| 3 |
Sanders Capital
West Palm Beach,
Florida
|
-$248M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$223M |
| 5 |
State Street
Boston,
Massachusetts
|
-$187M |
PEP Hedge Fund Activity: Q1 2023 in Review
3,171 of the 6,285 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2023, worth a combined $183B — up 1.8% from $180B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new PEP positions and 107 closed out — a net gain of 46 holders — while 1,360 added to existing stakes and 1,270 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.06B. The largest seller was Royal Bank of Canada, cutting an estimated $481M.
- 3,171 institutional investors held PepsiCo (PEP) as of Q1 2023, down from 3,196 in Q4 2022.
- Funds reported $183B of PepsiCo stock for Q1 2023, up 1.8% quarter-over-quarter.
- 153 funds opened new PepsiCo positions in Q1 2023 and 107 closed out, a net change of +46 holders.
- The largest PepsiCo buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.06B added.
- The largest PepsiCo seller in Q1 2023 was Royal Bank of Canada, an estimated $481M sold.
Based on aggregated 13F filings for Q1 2023.