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Keurig Dr Pepper

680 hedge funds and large institutions have $27.9B invested in Keurig Dr Pepper in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 344 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 171

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

37% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.5B)

5.1% more ownership

Funds ownership: 57.82%62.92% (+5.1%)

3% more funds holding

Funds holding: 660680 (+20)

46% less call options, than puts

Call options by funds: $141M | Put options by funds: $260M

Holders
680
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.79%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
93
Increased
344
Reduced
171
Closed
68
Calls
$141M
Puts
$260M
Net Calls
-$118M
Net Calls Change
+$54.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
301
Arvest Trust
Oklahoma
$1.79M +$7.29K +221 +0.4%
SM
302
Sciencast Management
New Jersey
$1.77M +$1.85M +56,056 New
WTG
303
West Tower Group
Virginia
$1.77M +$1.71M +51,954 +1,299%
Group One Trading
304
Group One Trading
Illinois
$1.75M -$541K -16,408 -23%
NB
305
Norinchukin Bank
Japan
$1.73M -$1.6M -48,623 -47%
Acadian Asset Management
306
Acadian Asset Management
Massachusetts
$1.71M -$2.45M -74,387 -58%
GI
307
GAMCO Investors
Connecticut
$1.71M
CA
308
Cornerstone Advisors
North Carolina
$1.69M +$1.77M +53,600 New
SAM
309
Shell Asset Management
Netherlands
$1.63M +$165 +5 +0%
CAN
310
Cetera Advisor Networks
California
$1.63M +$370K +11,204 +28%
MIC
311
Meridian Investment Counsel
California
$1.61M -$39.6K -1,200 -2%
BCV
312
Banque Cantonale Vaudoise
Switzerland
$1.61M +$513K +15,542 +44%
VPIM
313
Vanguard Personalized Indexing Management
California
$1.6M +$408K +12,356 +32%
MGP
314
Metis Global Partners
California
$1.6M +$309K +9,373 +23%
Nisa Investment Advisors
315
Nisa Investment Advisors
Missouri
$1.59M -$1.32M -40,033 -44%
AIP
316
Ameritas Investment Partners
Nebraska
$1.59M +$309K +9,376 +23%
LFAS
317
Level Four Advisory Services
Texas
$1.57M -$395K -11,960 -19%
BMSSC
318
B. Metzler seel. Sohn & Co
Germany
$1.56M +$96.4K +2,923 +6%
WB
319
WesBanco Bank
West Virginia
$1.55M
Envestnet Portfolio Solutions
320
Envestnet Portfolio Solutions
Illinois
$1.54M +$1.61M +48,909 New
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$1.53M +$527K +15,978 +49%
AWS
322
Atria Wealth Solutions
New York
$1.52M +$392K +11,889 +33%
CI Investments Inc
323
CI Investments Inc
Ontario, Canada
$1.51M -$13.2K -401 -0.8%
CCP
324
Cunning Capital Partners
North Carolina
$1.49M +$1.56M +47,200 New
FA
325
FDx Advisors
Illinois
$1.44M -$483K -14,654 -24%

KDP Hedge Fund Activity: Q3 2023 in Review

680 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2023, worth a combined $27.9B — up 9.8% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new KDP positions and 68 closed out — a net gain of 25 holders — while 344 added to existing stakes and 171 trimmed.

The largest buyer was Capital World Investors, adding an estimated $451M. The largest seller was Man Group, exiting entirely with an estimated $180M sold.

  • 680 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2023, up from 660 in Q2 2023.
  • Funds reported $27.9B of Keurig Dr Pepper stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 93 funds opened new Keurig Dr Pepper positions in Q3 2023 and 68 closed out, a net change of +25 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2023 was Capital World Investors, an estimated $451M added.
  • The largest Keurig Dr Pepper seller in Q3 2023 was Man Group, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2023.