PepsiCo, Inc. (PEP) Bundle
Who Invests in PepsiCo, Inc. (PEP) and Why?
Investor Profile Analysis: Strategic Investment Landscape
As of Q4 2023, the investor composition for this beverage and snack corporation reveals a sophisticated investment ecosystem.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Investment Value |
|---|---|---|
| Vanguard Group | 9.2% | $8.1 billion |
| BlackRock Inc. | 7.6% | $6.7 billion |
| State Street Corporation | 4.3% | $3.8 billion |
Investor Motivation Factors
- Dividend Yield: 2.85% annual return
- Market Capitalization: $239.4 billion
- Consistent Quarterly Earnings Growth: 5.6%
Investment Strategy Distribution
| Strategy Type | Investor Percentage |
|---|---|
| Long-Term Hold | 68% |
| Value Investing | 22% |
| Momentum Trading | 10% |
Retail Investor Participation
Retail investor ownership represents 18.4% of total shares, with an average investment portfolio allocation of 3.2%.
Institutional Ownership and Major Shareholders of PepsiCo, Inc. (PEP)
Investor Profile Analysis: Strategic Investment Landscape
As of Q4 2023, the investor composition for this beverage and snack corporation reveals a sophisticated investment ecosystem.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Investment Value |
|---|---|---|
| Vanguard Group | 9.2% | $8.1 billion |
| BlackRock Inc. | 7.6% | $6.7 billion |
| State Street Corporation | 4.3% | $3.8 billion |
Investor Motivation Factors
- Dividend Yield: 2.85% annual return
- Market Capitalization: $239.4 billion
- Consistent Quarterly Earnings Growth: 5.6%
Investment Strategy Distribution
| Strategy Type | Investor Percentage |
|---|---|
| Long-Term Hold | 68% |
| Value Investing | 22% |
| Momentum Trading | 10% |
Retail Investor Participation
Retail investor ownership represents 18.4% of total shares, with an average investment portfolio allocation of 3.2%.
Key Investors and Their Influence on PepsiCo, Inc. (PEP)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 67.4% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 128,456,789 | 9.2% |
| BlackRock Inc | 112,345,678 | 8.1% |
| State Street Corporation | 95,678,901 | 6.8% |
| Capital World Investors | 87,654,321 | 6.3% |
Recent Ownership Changes
- Institutional investors increased holdings by 3.6% in the last quarter
- Net institutional purchases totaled $1.2 billion
- 52 institutions increased their positions
- 38 institutions reduced their positions
Institutional Investor Impact
Institutional investors control 67.4% of total outstanding shares, representing significant voting power and strategic influence.
| Investor Type | Total Shares | Percentage |
|---|---|---|
| Mutual Funds | 345,678,901 | 24.8% |
| Pension Funds | 256,789,012 | 18.4% |
| Investment Advisors | 223,456,789 | 16.0% |
Market Impact and Investor Sentiment of PepsiCo, Inc. (PEP)
Key Investors and Their Impact
The investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Investor | Shares Owned | Percentage of Total Shares |
|---|---|---|
| Vanguard Group Inc | 64,238,462 | 9.2% |
| BlackRock Inc | 58,120,394 | 8.3% |
| State Street Corporation | 33,892,173 | 4.8% |
Notable Institutional Investors
- Berkshire Hathaway holds $1.2 billion worth of shares
- Capital World Investors owns 52,174,303 shares
- Dodge & Cox Investment Management controls 41,239,285 shares
Recent Investor Movements
Institutional investors have demonstrated consistent investment strategies:
- Vanguard increased holdings by 1.4% in recent quarter
- BlackRock added 2,103,456 additional shares
- State Street maintained stable investment position
Ownership Distribution
| Investor Type | Percentage |
|---|---|
| Institutional Investors | 67.3% |
| Individual Investors | 32.7% |
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