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Keurig Dr Pepper

739 hedge funds and large institutions have $36.5B invested in Keurig Dr Pepper in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 348 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $188M | Put options by funds: $104M

55% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 225

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 71

13% more capital invested

Capital invested by funds: $32.2B → $36.5B (+$4.32B)

2% more funds holding

Funds holding: 728739 (+11)

0.74% more ownership

Funds ownership: 71.1%71.84% (+0.74%)

Holders
739
Holders Change
+11
Holders Change %
+1.51%
% of All Funds
10.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
91
Increased
348
Reduced
225
Closed
71
Calls
$188M
Puts
$104M
Net Calls
+$84.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
276
Nomura Holdings
Japan
$3.29M +$3.09M +87,771 New
WG
277
Winton Group
United Kingdom
$3.24M +$1.75M +49,862 +137%
MWM
278
Modera Wealth Management
New Jersey
$3.23M +$1.17M +33,261 +63%
CI Investments Inc
279
CI Investments Inc
Ontario, Canada
$3.14M -$84K -2,389 -3%
GIBU
280
Gulf International Bank (UK)
United Kingdom
$3.11M -$117K -3,339 -4%
Janney Montgomery Scott
281
Janney Montgomery Scott
Pennsylvania
$3.06M +$303K +8,624 +12%
O
282
Ossiam
France
$3.03M +$944K +26,862 +50%
Mariner
283
Mariner
Kansas
$3M +$614K +17,452 +28%
UM
284
UniSuper Management
Australia
$2.94M +$281K +7,998 +11%
MFS
285
Mirabella Financial Services
United Kingdom
$2.93M +$2.75M +78,088 New
NAG
286
Northstar Advisory Group
New Jersey
$2.85M +$1.33M +37,926 +99%
VPIM
287
Vanguard Personalized Indexing Management
California
$2.82M +$406K +11,536 +18%
M&T Bank
288
M&T Bank
New York
$2.81M +$129K +3,664 +5%
KCM
289
Kornitzer Capital Management
Kansas
$2.8M +$131K +3,736 +5%
TLP
290
Trinity Legacy Partners
Texas
$2.8M +$2.68M +76,325 New
MCC
291
Money Concepts Capital
Florida
$2.79M +$5.2K +148 +0.2%
EWA
292
Exencial Wealth Advisors
Oklahoma
$2.78M -$1.45M -41,145 -36%
KRS
293
Kentucky Retirement Systems
Kentucky
$2.76M -$175K -4,968 -6%
OCBCO
294
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.74M +$2.58M +73,261 New
TRSOTSOK
295
Teachers Retirement System of the State of Kentucky
Kentucky
$2.73M -$49.3K -1,402 -2%
PCM
296
Prelude Capital Management
New York
$2.63M +$102K +2,900 +4%
BCV
297
Banque Cantonale Vaudoise
Switzerland
$2.58M +$245K +6,972 +11%
MSU
298
Mizuho Securities USA
New York
$2.57M -$418K -11,890 -15%
HCA
299
Horan Capital Advisors
Ohio
$2.56M -$28.9K -822 -1%
AT
300
AMF Tjänstepension
Sweden
$2.56M +$2.4M +68,232 New

KDP Hedge Fund Activity: Q3 2024 in Review

739 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2024, worth a combined $36.5B — up 13% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new KDP positions and 71 closed out — a net gain of 20 holders — while 348 added to existing stakes and 225 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was Capital International Investors, cutting an estimated $958M.

  • 739 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2024, up from 728 in Q2 2024.
  • Funds reported $36.5B of Keurig Dr Pepper stock for Q3 2024, up 13% quarter-over-quarter.
  • 91 funds opened new Keurig Dr Pepper positions in Q3 2024 and 71 closed out, a net change of +20 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2024 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Keurig Dr Pepper seller in Q3 2024 was Capital International Investors, an estimated $958M sold.

Based on aggregated 13F filings for Q3 2024.