Q2 2018 Institutional Stock Ownership Report

About the Report

The data in this report represents an aggregate view of how institutional investment managers are maintaining and changing their portfolios through the second quarter of 2018. Over 4,000 institutional asset management firms submit data about their investment strategies to eVestment every quarter, including performance, holdings, characteristics, narratives, fees and AUM. In this report, we examined 7,089 equity strategies who submitted portfolio data to eVestment during Q2 2018.

Pepsico Stock Drops Among Institutional Holdings Following CEO Retirement Announcement

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. The move may indicate concern for the company’s future among institutional asset managers and investors following 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.

Report Highlights:

  • 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.

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