PepsiCo
PEP
3,190 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,380 increasing their positions, 1,242 reducing their positions, and 132 closing their positions.
17% more capital inflows, than outflows
Capital inflows: $6.91B | Capital outflows: $5.91B
11% more repeat investments, than reductions
Existing positions increased: 1,380 | Existing positions reduced: 1,242
11% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 132
0.32% more ownership
Funds ownership: 72.67% → 72.99% (+0.32%)
0% less call options, than puts
Call options by funds: $1.94B | Put options by funds: $1.94B
1% less funds holding
Funds holding: 3,212 → 3,190 (-22)
18% less funds holding in top 10
Funds holding in top 10: 210 → 173 (-37)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$635M |
| 2 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$353M |
| 3 |
Goldman Sachs
New York
|
+$306M |
| 4 |
BlackRock
New York
|
+$254M |
| 5 |
Citigroup
New York
|
+$229M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$562M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$432M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$282M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$252M |
| 5 |
Man Group
London,
United Kingdom
|
-$239M |
PEP Hedge Fund Activity: Q3 2023 in Review
3,190 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2023, worth a combined $170B — down 8.1% from $185B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new PEP positions and 132 closed out — a net gain of 14 holders — while 1,380 added to existing stakes and 1,242 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $635M. The largest seller was Nuveen, cutting an estimated $562M.
- 3,190 institutional investors held PepsiCo (PEP) as of Q3 2023, down from 3,212 in Q2 2023.
- Funds reported $170B of PepsiCo stock for Q3 2023, down 8.1% quarter-over-quarter.
- 146 funds opened new PepsiCo positions in Q3 2023 and 132 closed out, a net change of +14 holders.
- The largest PepsiCo buyer in Q3 2023 was Fisher Asset Management, an estimated $635M added.
- The largest PepsiCo seller in Q3 2023 was Nuveen, an estimated $562M sold.
Based on aggregated 13F filings for Q3 2023.