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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
GT
401
Glenmede Trust
Pennsylvania
$938K +$609K +18,348 +189%
USAA
402
United Services Automobile Association
Texas
$934K -$67.7K -2,041 -7%
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$931K -$2.16M -65,130 -70%
AFCM
404
Applied Finance Capital Management
Puerto Rico
$930K +$924K +27,842 New
Wolverine Trading
405
Wolverine Trading
Illinois
$886K +$240K +7,242 +38%
TMAM
406
Tokio Marine Asset Management
Japan
$856K +$33.4K +1,006 +4%
HWM
407
HB Wealth Management
Georgia
$854K +$345K +10,408 +69%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$846K +$188K +5,668 +29%
PA
409
Pinnacle Associates
New York
$840K +$21.2K +638 +3%
SRL
410
Scientech Research LLC
New Jersey
$836K +$830K +25,031 New
GWSG
411
GPS Wealth Strategies Group
Colorado
$834K -$51.5K -1,553 -6%
ETC
412
Exchange Traded Concepts
Oklahoma
$832K +$96.5K +2,908 +13%
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$815K -$60.6K -1,825 -7%
IMCOOI
414
Investment Management Corp of Ontario (IMCO)
Canada
$807K +$219K +6,600 +38%
LOAMS
415
Lombard Odier Asset Management (Switzerland)
Switzerland
$806K -$118K -3,545 -13%
Commonwealth Equity Services
416
Commonwealth Equity Services
Massachusetts
$795K -$2.39M -72,081 -75%
WI
417
Wahed Invest
New York
$777K +$164K +4,951 +27%
TIM
418
Timelo Investment Management
Ontario, Canada
$768K -$5.54M -167,000 -88%
MYIA
419
Mount Yale Investment Advisors
Colorado
$759K -$1.67M -50,360 -69%
CG
420
Caprock Group
Idaho
$741K +$134K +4,025 +22%
SM
421
STF Management
Texas
$738K -$36.6K -1,104 -5%
HIP
422
HUB Investment Partners
Texas
$736K -$3.38K -102 -0.5%
VI
423
Vestcor Inc
New Brunswick, Canada
$729K +$111K +3,336 +18%
BC
424
Bridgefront Capital
Texas
$726K -$86.9K -2,618 -11%
HSA
425
HBK Sorce Advisory
Pennsylvania
$714K +$709K +21,365 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.