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Keurig Dr Pepper

728 hedge funds and large institutions have $32.2B invested in Keurig Dr Pepper in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 319 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $179M | Put options by funds: $119M

38% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 232

19% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 90

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.25B)

3.12% more ownership

Funds ownership: 67.99%71.1% (+3.1%)

1% more funds holding

Funds holding: 724728 (+4)

Holders
728
Holders Change
+4
Holders Change %
+0.55%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
107
Increased
319
Reduced
232
Closed
90
Calls
$179M
Puts
$119M
Net Calls
+$60.6M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
301
Rakuten Investment Management
Japan
$2.29M +$846K +25,490 +61%
KWM
302
Kingsview Wealth Management
Oregon
$2.29M -$14.8K -445 -0.6%
PCM
303
Prelude Capital Management
New York
$2.24M -$385K -11,601 -15%
HIMCH
304
Hartford Investment Management Co (HIMCO)
Connecticut
$2.23M -$10.7K -322 -0.5%
AAM
305
Auxier Asset Management
Oregon
$2.22M -$343K -10,345 -13%
Creative Planning
306
Creative Planning
Kansas
$2.19M +$924K +27,860 +74%
Allianz Asset Management
307
Allianz Asset Management
Germany
$2.18M +$126K +3,797 +6%
VPIM
308
Vanguard Personalized Indexing Management
California
$2.13M +$508K +15,297 +32%
Group One Trading
309
Group One Trading
Illinois
$2.1M +$1.58M +47,671 +314%
Mariner
310
Mariner
Kansas
$2.09M +$175K +5,285 +9%
SFI
311
Siemens Fonds Invest
Germany
$2.09M +$12.4K +375 +0.6%
BCV
312
Banque Cantonale Vaudoise
Switzerland
$2.07M -$1.05M -31,732 -34%
Schroder Investment Management Group
313
Schroder Investment Management Group
United Kingdom
$2.05M +$79.9K +2,409 +4%
KGC
314
Kennon-Green & Company
Ohio
$2.05M +$230K +6,936 +13%
SAM
315
Securian Asset Management
Minnesota
$2M -$44K -1,325 -2%
1832 Asset Management
316
1832 Asset Management
Ontario, Canada
$1.94M -$624K -18,810 -24%
Tudor Investment Corp
317
Tudor Investment Corp
Connecticut
$1.94M -$37.7M -1,136,948 -95%
RPI
318
Railway Pension Investments
United Kingdom
$1.93M
MGP
319
Metis Global Partners
California
$1.9M +$11.7K +353 +0.6%
LFAS
320
Level Four Advisory Services
Texas
$1.88M +$598K +18,033 +47%
CAM
321
Cresset Asset Management
Illinois
$1.87M +$999K +30,119 +118%
LIM
322
Letson Investment Management
Georgia
$1.86M +$291K +8,783 +19%
O
323
Ossiam
France
$1.8M -$575K -17,326 -24%
MWM
324
Modera Wealth Management
New Jersey
$1.77M +$1.75M +52,890 New
Focus Partners Wealth
325
Focus Partners Wealth
Massachusetts
$1.74M -$604K -18,190 -26%

KDP Hedge Fund Activity: Q2 2024 in Review

728 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q2 2024, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KDP positions and 90 closed out — a net gain of 17 holders — while 319 added to existing stakes and 232 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $400M. The largest seller was Holocene Advisors, exiting entirely with an estimated $203M sold.

  • 728 institutional investors held Keurig Dr Pepper (KDP) as of Q2 2024, up from 724 in Q1 2024.
  • Funds reported $32.2B of Keurig Dr Pepper stock for Q2 2024, up 11% quarter-over-quarter.
  • 107 funds opened new Keurig Dr Pepper positions in Q2 2024 and 90 closed out, a net change of +17 holders.
  • The largest Keurig Dr Pepper buyer in Q2 2024 was Fidelity Investments, an estimated $400M added.
  • The largest Keurig Dr Pepper seller in Q2 2024 was Holocene Advisors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2024.