PepsiCo
PEP
3,348 hedge funds and large institutions have $171B invested in PepsiCo in 2023 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 1,342 increasing their positions, 1,329 reducing their positions, and 118 closing their positions.
176% more first-time investments, than exits
New positions opened: 326 | Existing positions closed: 118
18% more capital inflows, than outflows
Capital inflows: $7.11B | Capital outflows: $6.02B
11% more call options, than puts
Call options by funds: $1.75B | Put options by funds: $1.57B
5% more funds holding
Funds holding: 3,191 → 3,348 (+157)
1% more repeat investments, than reductions
Existing positions increased: 1,342 | Existing positions reduced: 1,329
0.29% more ownership
Funds ownership: 72.99% → 73.28% (+0.29%)
23% less funds holding in top 10
Funds holding in top 10: 173 → 134 (-39)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$468M |
| 2 |
Flossbach Von Storch
Cologne,
Germany
|
+$248M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
+$244M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$232M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$223M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$806M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$384M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$352M |
| 4 |
Amundi
Paris,
France
|
-$235M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$224M |
PEP Hedge Fund Activity: Q4 2023 in Review
3,348 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2023, worth a combined $171B — up 0.37% from $170B a quarter earlier.
Buyers outnumbered sellers: 326 funds opened new PEP positions and 118 closed out — a net gain of 208 holders — while 1,342 added to existing stakes and 1,329 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $468M. The largest seller was Royal Bank of Canada, cutting an estimated $806M.
- 3,348 institutional investors held PepsiCo (PEP) as of Q4 2023, up from 3,191 in Q3 2023.
- Funds reported $171B of PepsiCo stock for Q4 2023, up 0.37% quarter-over-quarter.
- 326 funds opened new PepsiCo positions in Q4 2023 and 118 closed out, a net change of +208 holders.
- The largest PepsiCo buyer in Q4 2023 was JP Morgan Chase, an estimated $468M added.
- The largest PepsiCo seller in Q4 2023 was Royal Bank of Canada, an estimated $806M sold.
Based on aggregated 13F filings for Q4 2023.