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Keurig Dr Pepper
KDP

Overview Fund Activity

333 hedge funds and large institutions have $7.96B invested in Keurig Dr Pepper in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 102 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-14
Holders Change %
-4.03%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
50
Increased
118
Reduced
102
Closed
62
Calls
$24.2M
Puts
$4.76M
Net Calls
+$19.5M
Net Calls Change
-$14.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
Capital International Investors
2
Capital International Investors
California
$512M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$171M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$312M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$80.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$572M
2
Bank of America
2
Bank of America
North Carolina
$125M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.2B
4
Capital World Investors
4
Capital World Investors
California
$1.22B
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$2.14K – – –
MF
302
Manchester Financial
California
$2K -$2K -100 -50%
WT
303
Whittier Trust
California
$2K -$980 -49 -33%
WAP
304
Wealthcare Advisory Partners
Pennsylvania
$2K -$658 -26 -25%
PA
305
Procyon Advisors
Connecticut
$2K -$353 -18 -15%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$2K – – –
TIM
307
Tortoise Investment Management
New York
$2K – – –
WCG
308
Weaver Consulting Group
California
$2K – – –
AF
309
Advisornet Financial
Minnesota
$2K – – –
MI
310
Markston International
New York
$2K – – –
IA
311
IndexIQ Advisors
New York
$2K +$65 +3 +3%
LPWM
312
Lake Point Wealth Management
Texas
$2K +$1.33K +50 +200%
BC
313
Bartlett & Co
Ohio
$2K +$2K +88 New
KFS
314
Kelly Financial Services
Massachusetts
$1.05K – – –
OIA
315
Optimum Investment Advisors
Illinois
$1K -$2.02K -111 -67%
PMFA
316
Plante Moran Financial Advisors
Michigan
$1K – – –
TFO
317
Tarbox Family Office
California
$1K – – –
BFC
318
Bedel Financial Consulting
Indiana
$1K – – –
KPW
319
Kore Private Wealth
New York
$1K – – –
DAM
320
Delta Asset Management
Tennessee
$1K – – –
WWM
321
Willingdon Wealth Management
North Carolina
$1K – – –
ME
322
McIlrath & Eck
Washington
$1K – – –
TL
323
TrueWealth LLC
Georgia
$1K – – –
FHA
324
Flagship Harbor Advisors
Massachusetts
$1K +$25 +1 +3%
EI
325
Ellevest Inc
New York
$1K +$535 +23 +115%
11 12
13
14 15