We are live on ! Find out more
KDP icon

Keurig Dr Pepper

622 hedge funds and large institutions have $16.2B invested in Keurig Dr Pepper in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 190 increasing their positions, 240 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $30.9M

50% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 60

10% more capital invested

Capital invested by funds: $14.7B → $16.2B (+$1.49B)

4% more funds holding

Funds holding: 596622 (+26)

0.93% more ownership

Funds ownership: 91.64%92.57% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

21% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 240

Holders
622
Holders Change
+26
Holders Change %
+4.36%
% of All Funds
14.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
90
Increased
190
Reduced
240
Closed
60
Calls
$96.4M
Puts
$30.9M
Net Calls
+$65.5M
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
401
Parisi Gray Wealth Management
New Jersey
$506K +$476K +5,309 New
N
402
Nuveen
North Carolina
$501K -$3.68K -41 -0.8%
JT
403
Jump Trading
Illinois
$498K +$460K +5,133 New
ECM
404
ETrade Capital Management
Virginia
$493K +$1.52K +17 +0.3%
WTC
405
WhitTier Trust Company
Nevada
$490K
RJT
406
Raymond James Trust
Florida
$489K +$36.6K +408 +9%
ATC
407
Argent Trust Co
Tennessee
$488K -$1.79K -20 -0.4%
WCM
408
Washington Capital Management
Washington
$485K
FWCM
409
Ferguson Wellman Capital Management
Oregon
$483K
CAM
410
Cypress Asset Management
Texas
$480K -$17K -190 -4%
TWI
411
Thomas White International
Illinois
$476K
6M
412
6 Meridian
Kansas
$476K +$440K +4,909 New
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$465K -$5.83K -65 -1%
MERSOM
414
Municipal Employees' Retirement System of Michigan
Michigan
$455K
PA
415
Profund Advisors
Maryland
$455K +$16.9K +188 +4%
JFGIW
416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$449K -$38.1K -425 -8%
CC
417
ClearArc Capital
Ohio
$447K -$5.56K -62 -1%
IIM
418
Ironwood Investment Management
Massachusetts
$443K
HCMT
419
Highland Capital Management (Texas)
Texas
$442K -$579K -6,450 -59%
GHAM
420
Gilman Hill Asset Management
Connecticut
$422K -$4.49K -50 -1%
MML Investors Services
421
MML Investors Services
Massachusetts
$421K +$11.6K +129 +3%
FMWA
422
Forvis Mazars Wealth Advisors
Missouri
$420K +$56.1K +625 +17%
DZ Bank
423
DZ Bank
Germany
$402K
Massachusetts Financial Services
424
Massachusetts Financial Services
Massachusetts
$400K +$6.82K +76 +2%
GCMG
425
Gyroscope Capital Management Group
Florida
$392K +$72.7K +810 +25%

KDP Hedge Fund Activity: Q4 2017 in Review

622 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2017, worth a combined $16.2B — up 10% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KDP positions and 60 closed out — a net gain of 30 holders — while 190 added to existing stakes and 240 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $183M. The largest seller was Bank of Montreal, cutting an estimated $166M.

  • 622 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2017, up from 596 in Q3 2017.
  • Funds reported $16.2B of Keurig Dr Pepper stock for Q4 2017, up 10% quarter-over-quarter.
  • 90 funds opened new Keurig Dr Pepper positions in Q4 2017 and 60 closed out, a net change of +30 holders.
  • The largest Keurig Dr Pepper buyer in Q4 2017 was JP Morgan Chase, an estimated $183M added.
  • The largest Keurig Dr Pepper seller in Q4 2017 was Bank of Montreal, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2017.