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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
Cambridge Investment Research Advisors
351
Cambridge Investment Research Advisors
Iowa
$1.12M -$136K -4,131 -10%
AI
352
Atria Investments
North Carolina
$1.12M +$1.17M +35,478 New
HighTower Advisors
353
HighTower Advisors
Illinois
$1.11M +$176K +5,343 +18%
PCM
354
Prelude Capital Management
New York
$1.1M +$1.15M +34,953 New
WBC
355
Westpac Banking Corp
Australia
$1.1M +$25.9K +786 +2%
DEA
356
DoubleLine ETF Adviser
Florida
$1.1M +$1.14M +34,693 New
I
357
InceptionR
California
$1.07M +$1.12M +33,958 New
NSIM
358
North Star Investment Management
Illinois
$1.06M +$33 +1 +0%
SYBT
359
Stock Yards Bank & Trust
Kentucky
$1.06M -$125K -3,800 -10%
SFI
360
Siemens Fonds Invest
Germany
$1.05M +$659K +19,959 +151%
ECM
361
ExodusPoint Capital Management
New York
$1.04M -$9.93M -300,936 -90%
PA
362
PFG Advisors
Arizona
$1.03M +$2.64K +80 +0.2%
PL
363
Perpetual Ltd
Australia
$1.02M +$178K +5,390 +20%
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$1M +$171K +5,186 +20%
JSL
365
JT Stratford LLC
Georgia
$1M +$236K +7,148 +29%
MIM
366
Morningstar Investment Management
Illinois
$985K
BAMF
367
BI Asset Management Fondsmaeglerselskab
Denmark
$977K -$72.2K -2,189 -7%
FA
368
Fortis Advisors
Pennsylvania
$969K -$307K -9,313 -23%
IIA
369
ICW Investment Advisors
Arizona
$967K +$81.6K +2,474 +9%
IC
370
IEQ Capital
California
$958K +$714K +21,654 +249%
WP
371
WealthSource Partners
California
$954K +$6.3K +191 +0.6%
Commonwealth Equity Services
372
Commonwealth Equity Services
Massachusetts
$949K -$91K -2,759 -8%
HA
373
Harbor Advisors
Florida
$947K
KA
374
Kintegral Advisory
New York
$946K -$594 -18 -0.1%
WAS
375
Wesleyan Assurance Society
United Kingdom
$936K

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.