Keurig Dr Pepper
569 hedge funds and large institutions have $13.6B invested in Keurig Dr Pepper in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 175 increasing their positions, 255 reducing their positions, and 55 closing their positions.
125% more call options, than puts
Call options by funds: $8.5M | Put options by funds: $3.77M
22% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 55
1% more funds holding
Funds holding: 564 → 569 (+5)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.82% less ownership
Funds ownership: 91.51% → 90.69% (-0.82%)
16% less capital invested
Capital invested by funds: $16.2B → $13.6B (-$2.61B)
31% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 255
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$198M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$114M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$83M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$76.4M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$568M |
| 2 |
Morgan Stanley
New York
|
-$141M |
| 3 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$84.6M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$72.7M |
| 5 |
State Street
Boston,
Massachusetts
|
-$70.1M |
KDP Hedge Fund Activity: Q1 2015 in Review
569 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q1 2015, worth a combined $13.6B — down 16% from $16.2B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new KDP positions and 55 closed out — a net gain of 12 holders — while 175 added to existing stakes and 255 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $198M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $568M sold.
- 569 institutional investors held Keurig Dr Pepper (KDP) as of Q1 2015, up from 564 in Q4 2014.
- Funds reported $13.6B of Keurig Dr Pepper stock for Q1 2015, down 16% quarter-over-quarter.
- 67 funds opened new Keurig Dr Pepper positions in Q1 2015 and 55 closed out, a net change of +12 holders.
- The largest Keurig Dr Pepper buyer in Q1 2015 was JP Morgan Chase, an estimated $198M added.
- The largest Keurig Dr Pepper seller in Q1 2015 was Americafirst Capital Management, an estimated $568M sold.
Based on aggregated 13F filings for Q1 2015.