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Keurig Dr Pepper

386 hedge funds and large institutions have $12.6B invested in Keurig Dr Pepper in 2020 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 139 increasing their positions, 95 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 37

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

58% more capital invested

Capital invested by funds: $7.96B → $12.6B (+$4.6B)

46% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 95

35% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $10.5M

15% more funds holding

Funds holding: 335386 (+51)

8.14% more ownership

Funds ownership: 23.3%31.44% (+8.1%)

Holders
386
Holders Change
+51
Holders Change %
+15.22%
% of All Funds
7.91%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
93
Increased
139
Reduced
95
Closed
37
Calls
$14.1M
Puts
$10.5M
Net Calls
+$3.63M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
351
NuWave Investment Management
New Jersey
$5K +$4.86K +179 New
RA
352
Rational Advisors
New York
$5K +$4.86K +179 New
PA
353
Procyon Advisors
Connecticut
$4K +$733 +27 +26%
WPA
354
West Paces Advisors
Georgia
$3.18K
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$380 -14 -11%
AF
356
Advisornet Financial
Minnesota
$3K -$81 -3 -3%
BFEC
357
Benjamin F. Edwards & Company
Missouri
$3K
MF
358
Manchester Financial
California
$3K
MI
359
Markston International
New York
$3K
PC
360
Permanens Capital
New York
$3K
EW
361
Evoke Wealth
California
$3K +$2.77K +102 New
AF
362
Allworth Financial
California
$3K +$2.98K +110 New
AIM
363
Anchor Investment Management
South Carolina
$2.9K
BCWM
364
Bartlett & Co Wealth Management
Ohio
$2.5K
BC
365
Bartlett & Co
Ohio
$2K
PMFA
366
Plante Moran Financial Advisors
Michigan
$2K
TIM
367
Tortoise Investment Management
New York
$2K
WCG
368
Weaver Consulting Group
California
$2K
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.12K +78 New
CG
370
Cutler Group
California
$2K +$2.71K +100 New
AWA
371
Arkadios Wealth Advisors
Georgia
$1.97K +$1.82K +67 New
KFS
372
Kelly Financial Services
Massachusetts
$1.23K
AWM
373
Atticus Wealth Management
Florida
$1K -$27 -1 -3%
FHA
374
Flagship Harbor Advisors
Massachusetts
$1K -$27 -1 -3%
BFC
375
Bedel Financial Consulting
Indiana
$1K

KDP Hedge Fund Activity: Q2 2020 in Review

386 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q2 2020, worth a combined $12.6B — up 58% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new KDP positions and 37 closed out — a net gain of 56 holders — while 139 added to existing stakes and 95 trimmed.

The largest buyer was BDT Capital Partners, opening a new position worth an estimated $2.33B. The largest seller was T. Rowe Price Associates, cutting an estimated $478M.

  • 386 institutional investors held Keurig Dr Pepper (KDP) as of Q2 2020, up from 335 in Q1 2020.
  • Funds reported $12.6B of Keurig Dr Pepper stock for Q2 2020, up 58% quarter-over-quarter.
  • 93 funds opened new Keurig Dr Pepper positions in Q2 2020 and 37 closed out, a net change of +56 holders.
  • The largest Keurig Dr Pepper buyer in Q2 2020 was BDT Capital Partners, an estimated $2.33B added.
  • The largest Keurig Dr Pepper seller in Q2 2020 was T. Rowe Price Associates, an estimated $478M sold.

Based on aggregated 13F filings for Q2 2020.