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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
MC
326
Machina Capital
France
$2.1M +$1.28M +36,469 +185%
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$2.06M +$845K +24,034 +78%
NB
328
Norinchukin Bank
Japan
$2.04M +$253K +7,185 +15%
1832 Asset Management
329
1832 Asset Management
Ontario, Canada
$2.02M -$150K -4,269 -7%
MIC
330
Meridian Investment Counsel
California
$1.97M +$299K +8,500 +19%
MGP
331
Metis Global Partners
California
$1.95M -$173K -4,913 -9%
P
332
Pitcairn
Pennsylvania
$1.94M +$579K +16,469 +47%
AIP
333
Ameritas Investment Partners
Nebraska
$1.93M +$33.9K +963 +2%
Nordea Investment Management
334
Nordea Investment Management
Sweden
$1.92M
NMERB
335
New Mexico Educational Retirement Board
New Mexico
$1.91M +$10.5K +300 +0.6%
PIM
336
Plato Investment Management
Australia
$1.89M
SFI
337
Siemens Fonds Invest
Germany
$1.87M
GI
338
GAMCO Investors
Connecticut
$1.87M -$63.3K -1,800 -3%
CA
339
Cornerstone Advisors
North Carolina
$1.87M +$176K +5,000 +11%
ABTD
340
Arvest Bank Trust Division
Oklahoma
$1.86M +$1.74M +49,582 New
IC
341
IEQ Capital
California
$1.85M +$90.2K +2,567 +5%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$1.79M +$68.5K +1,950 +4%
I
343
InceptionR
California
$1.73M +$408K +11,608 +34%
TRCT
344
Tower Research Capital (TRC)
New York
$1.72M -$6.45M -183,378 -80%
AEPWM
345
Atlantic Edge Private Wealth Management
Florida
$1.71M +$1.61M +45,683 New
MML Investors Services
346
MML Investors Services
Massachusetts
$1.7M +$378K +10,760 +31%
FTDI
347
First Trust Direct Indexing
Massachusetts
$1.61M +$220K +6,253 +17%
MYAM
348
Meiji Yasuda Asset Management
Japan
$1.57M +$8.44K +240 +0.6%
AI
349
Atria Investments
North Carolina
$1.56M +$7.49K +213 +0.5%
IWA
350
Icon Wealth Advisors
Texas
$1.54M -$16.2K -462 -1%

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.