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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
DAS
351
Diversify Advisory Services
Utah
$1.35M +$1.4M +42,139 New
VIM
352
Vinva Investment Management
Australia
$1.34M +$227K +6,843 +21%
PS
353
Pensionfund Sabic
Netherlands
$1.34M
QOP
354
Quinn Opportunity Partners
Virginia
$1.34M +$1.33M +40,000 New
AI
355
Arvest Investments
Arkansas
$1.32M -$50.1K -1,510 -4%
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$1.32M +$5.34K +161 +0.4%
SWS
357
SYSTM Wealth Solutions
Illinois
$1.31M -$869K -26,183 -40%
TSS
358
Two Sigma Securities
New York
$1.3M -$2.92K -88 -0.2%
BCM
359
Barden Capital Management
Texas
$1.3M +$24.2K +728 +2%
HCM
360
Hollencrest Capital Management
California
$1.29M -$48.4K -1,459 -4%
KLC
361
Knowledge Leaders Capital
Colorado
$1.28M -$66K -1,989 -5%
NAG
362
Northstar Advisory Group
New Jersey
$1.28M +$1.27M +38,198 New
KIG
363
Kessler Investment Group
Indiana
$1.28M +$1.27M +38,195 New
FRM
364
Fox Run Management
Connecticut
$1.27M +$556K +16,754 +79%
OAC
365
OMERS Administration Corp
Ontario, Canada
$1.26M +$1.26M +37,842 New
CGH
366
Crossmark Global Holdings
Texas
$1.25M -$2.32K -70 -0.2%
IIM
367
INTECH Investment Management
Florida
$1.24M +$935K +28,166 +319%
FTDI
368
First Trust Direct Indexing
Massachusetts
$1.23M +$330K +9,952 +37%
MCM
369
McKinley Capital Management
Alaska
$1.22M -$15.1K -455 -1%
WG
370
Winton Group
United Kingdom
$1.22M +$1.21M +36,522 New
GIA
371
Gateway Investment Advisers
Ohio
$1.21M -$3.98K -120 -0.3%
HT
372
Headlands Technologies
Illinois
$1.2M +$133K +4,009 +13%
OIA
373
OneDigital Investment Advisors
Kansas
$1.2M +$1.19M +35,867 New
AssetMark Inc
374
AssetMark Inc
California
$1.19M +$398K +12,010 +51%
P
375
Pitcairn
Pennsylvania
$1.18M +$1.17M +35,195 New

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.