We are live on ! Find out more
KDP icon

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
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$1.16M +$631K +19,017 +121%
MML Investors Services
377
MML Investors Services
Massachusetts
$1.16M -$9.26K -279 -0.8%
I
378
InceptionR
California
$1.15M +$1.14M +34,443 New
BBVA
379
Banco Bilbao Vizcaya Argentaria
Spain
$1.15M -$12.8K -385 -1%
PAM
380
Panagora Asset Management
Massachusetts
$1.15M -$1.43M -43,125 -56%
KRSITF
381
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.12M -$23.3K -703 -2%
NMIMC
382
Northwestern Mutual Investment Management Company
Wisconsin
$1.11M +$5.61K +169 +0.5%
HighTower Advisors
383
HighTower Advisors
Illinois
$1.11M +$70.4K +2,123 +7%
GCM
384
Graham Capital Management
Connecticut
$1.1M -$2.47M -74,368 -69%
IIA
385
ICW Investment Advisors
Arizona
$1.1M -$12.3K -372 -1%
D.E. Shaw & Co
386
D.E. Shaw & Co
New York
$1.09M -$13M -391,658 -92%
ASN
387
Advisory Services Network
Georgia
$1.09M +$103K +3,113 +11%
JFG
388
Jefferies Financial Group
New York
$1.08M +$1.06M +31,900 +9,114%
MIM
389
Morningstar Investment Management
Illinois
$1.05M
NW
390
NewEdge Wealth
Pennsylvania
$1.05M -$214K -6,452 -17%
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$1.03M +$147K +4,430 +17%
VAS
392
Vestmark Advisory Solutions
Massachusetts
$1.01M -$206K -6,223 -17%
PWM
393
Perigon Wealth Management
California
$1.01M +$23.5K +708 +2%
HA
394
Harbor Advisors
Florida
$1M
PA
395
PFG Advisors
Arizona
$999K +$929 +28 +0.1%
WAS
396
Wesleyan Assurance Society
United Kingdom
$989K
OAM
397
Oppenheimer Asset Management
New York
$983K -$122K -3,682 -11%
Acadian Asset Management
398
Acadian Asset Management
Massachusetts
$982K +$976K +29,426 New
BFM
399
Boothbay Fund Management
New York
$972K +$502K +15,136 +108%
IMC Chicago
400
IMC Chicago
Illinois
$960K -$396K -11,939 -29%

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.