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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
MML Investors Services
401
MML Investors Services
Massachusetts
$704K +$298K +9,022 +68%
SIM
402
Sandia Investment Management
Massachusetts
$695K +$231K +7,000 +47%
RAG
403
RIA Advisory Group
Iowa
$693K +$26.5K +804 +4%
DWM
404
Dakota Wealth Management
Florida
$689K +$15.9K +483 +2%
BIM
405
Bridgecreek Investment Management
Oklahoma
$689K +$2.08K +63 +0.3%
AM
406
AGF Management
Ontario, Canada
$679K +$69.5K +2,105 +11%
CB
407
Commerce Bank
Missouri
$675K +$1.19K +36 +0.2%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$663K +$298K +9,028 +75%
SIA
409
Schechter Investment Advisors
Michigan
$660K +$238K +7,227 +53%
GT
410
Glenmede Trust
Pennsylvania
$654K +$266K +8,058 +64%
PCMF
411
Private Capital Management (Florida)
Florida
$647K
SCA
412
Snowden Capital Advisors
New York
$635K +$152K +4,621 +30%
MIM
413
Marco Investment Management
Georgia
$635K -$18.1K -550 -3%
UAS
414
United Asset Strategies
New York
$610K +$637K +19,307 New
AIMCA
415
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$584K -$662K -20,061 -52%
IIM
416
INTECH Investment Management
Florida
$580K -$142K -4,299 -19%
CG
417
Caprock Group
Idaho
$578K +$55.3K +1,676 +10%
LFDLE
418
La Financiere de L'Echiquier
France
$571K -$564K -17,100 -49%
TMAM
419
Tokio Marine Asset Management
Japan
$565K -$67.5K -2,046 -10%
ETC
420
Exchange Traded Concepts
Oklahoma
$563K -$1.81K -55 -0.3%
CA
421
Clearstead Advisors
Ohio
$561K +$290K +8,803 +98%
TAM
422
Tucker Asset Management
Colorado
$558K +$233K +7,048 +66%
SA
423
SAM Advisors
California
$545K +$570K +17,277 New
BWCS
424
Beirne Wealth Consulting Services
Connecticut
$515K
EF
425
Empirical Finance
Pennsylvania
$511K +$99.9K +3,029 +23%

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.