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Keurig Dr Pepper
KDP

Overview Fund Activity

683 hedge funds and large institutions have $27.7B invested in Keurig Dr Pepper in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 265 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
-16
Holders Change %
-2.29%
% of All Funds
10.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
81
Increased
265
Reduced
246
Closed
84
Calls
$84M
Puts
$142M
Net Calls
-$58.4M
Net Calls Change
-$107M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$342M
2
Citadel Advisors
Citadel Advisors
Florida
+$238M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M
4
Capital World Investors
Capital World Investors
California
+$193M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$140M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$691M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$178M
3
Millennium Management
Millennium Management
New York
-$108M
4
Harris Associates
Harris Associates
Illinois
-$96.1M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$95.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
401
BOK Financial
Oklahoma
$635K -$208K -5,885 -25%
UB
402
UMB Bank
Missouri
$632K – – –
ZB
403
Zions Bancorporation
Utah
$630K +$50.8K +1,441 +9%
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$628K -$14.6K -415 -2%
RFN
405
RDA Financial Network
Iowa
$613K +$42.1K +1,193 +7%
Verition Fund Management
406
Verition Fund Management
Connecticut
$606K +$265K +7,520 +78%
FB
407
Fulton Bank
Pennsylvania
$597K +$42.5K +1,205 +8%
CG
408
Caprock Group
Idaho
$593K -$60.1K -1,697 -9%
ASN
409
Advisory Services Network
Georgia
$584K -$8.11K -230 -1%
SM
410
STF Management
Texas
$566K +$234K +6,620 +70%
APC
411
Aspire Private Capital
North Carolina
$563K -$4.48K -127 -0.8%
PVH
412
Psagot Value Holdings
Israel
$550K -$3.48K -100 -0.6%
SCA
413
Snowden Capital Advisors
New York
$546K +$118K +3,349 +28%
CCIA
414
Campbell & Co Investment Adviser
Maryland
$545K -$134K -3,793 -20%
RAG
415
RIA Advisory Group
Iowa
$535K +$535K +15,108 New
CIC
416
Chase Investment Counsel
Virginia
$517K – – –
CCP
417
Carmel Capital Partners
California
$514K – – –
MML Investors Services
418
MML Investors Services
Massachusetts
$503K -$189K -5,357 -27%
SCP
419
Shorepoint Capital Partners
Massachusetts
$502K +$12.3K +350 +3%
EFM
420
E Fund Management
China
$498K -$35.9K -1,016 -7%
IC
421
IEQ Capital
California
$496K +$99.1K +2,810 +25%
SWM
422
Spire Wealth Management
Virginia
$495K +$427K +12,098 +630%
SFG
423
StrategIQ Financial Group
Indiana
$493K – – –
WPA
424
West Paces Advisors
Georgia
$491K +$8.47K +240 +2%
GCP
425
GSA Capital Partners
United Kingdom
$490K -$520K -14,747 -51%
15 16
17
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