Question 1

Which hedge funds and institutional investors hold PEP?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for PEP shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for PEP whale holdings?

Accepted Answer

Conviction level reflects how significant PEP is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to PEP, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for PEP?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about PEP?

Accepted Answer

QoQ changes for PEP show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	59.4M	$9.2B	0.3%	$2896.4B
Invesco	28.7M	$4.5B	1.2%	$370.7B
Fisher Investments	8.5M	$1.3B	0.4%	$294.9B
Capital Research	4.9M	$768.0M	0.1%	$644.6B
Geode Capital	4.4M	$684.8M	0.0%	$1607.5B
Arrowstreet	3.1M	$481.5M	0.3%	$184.8B
American Century	2.8M	$428.9M	0.2%	$194.3B
Yacktman	2.0M	$314.9M	4.2%	$7.5B
Man Group	1.8M	$279.6M	0.5%	$55.1B
Citadel	1.5M	$232.2M	0.0%	$618.5B
Capital World	1.4M	$210.0M	0.0%	$732.9B
WorldQuant	1.3M	$198.4M	0.8%	$25.9B
Elliott Management	1.3M	$198.0M	1.0%	$20.1B
Millennium	1.2M	$188.1M	0.1%	$240.3B
Millennium	968.2K	$150.3M	0.1%	$240.3B
Adage Capital	879.5K	$136.6M	0.2%	$64.8B
Citadel	800.6K	$124.3M	0.0%	$618.5B
Mondrian	627.5K	$97.4M	1.5%	$6.7B
Jennison	529.1K	$82.2M	0.1%	$145.4B
ClearBridge	498.2K	$77.4M	0.1%	$114.9B
Citadel	379.1K	$58.9M	0.0%	$618.5B
Millennium	349.9K	$54.3M	0.0%	$240.3B
Balyasny	337.1K	$52.3M	0.1%	$77.1B
DE Shaw	318.1K	$49.4M	0.0%	$166.3B
DFA	305.9K	$47.5M	0.0%	$481.4B
BlackRock	247.8K	$38.5M	0.0%	$5723.5B
DE Shaw	238.7K	$37.1M	0.0%	$166.3B
Baillie Gifford	204.6K	$31.8M	0.0%	$97.9B
Marshall Wace	180.8K	$28.1M	0.0%	$100.4B
Gabelli	160.1K	$24.9M	0.2%	$14.8B
Gotham Asset	137.0K	$21.3M	0.1%	$32.7B
Tudor	134.8K	$20.9M	0.0%	$53.9B
Bridgewater	103.6K	$16.1M	0.1%	$22.4B
Two Sigma	103.3K	$16.0M	0.0%	$123.9B
Markel	96.2K	$14.9M	0.1%	$11.9B
GMO	84.2K	$13.1M	0.0%	$39.1B
Point72	78.6K	$12.2M	0.0%	$78.1B
AQR Capital	77.1K	$12.0M	0.0%	$218.4B
Tudor	74.0K	$11.5M	0.0%	$53.9B
Point72	58.6K	$9.1M	0.0%	$78.1B
Brevan Howard	55.5K	$8.6M	0.1%	$11.3B
Schonfeld	53.5K	$8.3M	0.1%	$14.2B
Man Group	49.4K	$7.7M	0.0%	$55.1B
Man Group	49.0K	$7.6M	0.0%	$55.1B
First Eagle	46.4K	$7.2M	0.0%	$59.0B
Fidelity (FMR)	38.1K	$5.9M	0.0%	$1898.4B
Neuberger Berman (Eisman)	34.4K	$5.3M	0.0%	$131.4B
Balyasny	30.5K	$4.7M	0.0%	$77.1B
DE Shaw	22.3K	$3.5M	0.0%	$166.3B
Two Sigma	21.2K	$3.3M	0.0%	$123.9B
Balyasny	21.1K	$3.3M	0.0%	$77.1B
Edgewood	20.9K	$3.2M	0.0%	$15.5B
Two Sigma	19.5K	$3.0M	0.0%	$123.9B
Franklin Templeton	9.6K	$1.5M	0.0%	$408.3B
Kayne Anderson	8.1K	$1.3M	0.0%	$34.0B
Acadian	5.6M	$870K	1.2%	$70.5M
Dodge & Cox	3.1K	$478K	0.0%	$182.0B
Winton	2.5K	$388K	0.0%	$2.9B
Horizon Kinetics	1.8K	$286K	0.0%	$9.2B
Caxton	1.7K	$267K	0.0%	$4.4B
Harris (Oakmark)	1.7K	$259K	0.0%	$75.0B
Wellington	887	$138K	—	$535.5B
Epoch	783	$122K	0.0%	$16.5B
Northern Trust	74	$11K	—	$756.6B
LSV	25.8K	$4K	0.0%	$46.4M

PEP

Who Holds PEP

Changes This Quarter