Active U.S. Equity Strategies

Report Looks at 2Q 2018 Institutional Stock Ownership Trends

Pepsico stock fell from No. 14 on eVestment’s list of the top 20 institutional equities holdings in 1Q 2018 to No. 20 on the 2Q 2018 list, according to new eVestment institutional stock holdings data. The move comes on the heels of the August announcement that CEO Indra Nooyi would step down in October after a 24-year career with the company, 12 of those years as its leader.

Q3 hedge fund letters, conference, scoops etc

Active U.S. Equity Strategies

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The 2Q 2018 eVestment Stock Ownership Report looks at institutional investor stock ownership trends based on data provided to eVestment by institutional asset managers working on behalf of those investors. The data is updated quarterly. The report looks at the overall top 20 institutional investor stock holdings and at holdings across various stocks and geographies.

Some other interesting points from the 2Q 2018 Institutional Stock Ownership Report include:

  • Intel and Verizon landed on the top 20 list of institutional holdings in 2Q, knocking Taiwan Semiconductor and Roche Holdings off the top 20 list.
  • Home improvement retailer Home Depot moved up from No. 18 on the 1Q 2018 list to No. 14 on the 2Q 2018 list and Chinese e-commerce giant Alibaba moved up from No. 19 to No. 18 quarter over quarter.
  • The top 10 companies held by emerging markets equity managers remained largely unchanged quarter over quarter, however Chinese technology company Baidu displaced Chinese banking company ICBC from the top 10 list of emerging markets holdings.

To receive a full copy of the report, please click here.

Article by eVestment


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