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Keurig Dr Pepper
KDP

Overview Fund Activity

732 hedge funds and large institutions have $36.3B invested in Keurig Dr Pepper in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 346 increasing their positions, 220 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
10.59%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
91
Increased
346
Reduced
220
Closed
71
Calls
$188M
Puts
$104M
Net Calls
+$84.2M
Net Calls Change
+$23.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.51B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.83B
3
State Street
State Street
Massachusetts
$1.91B
4
Citadel Advisors
Citadel Advisors
Florida
$361M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$171M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$698M
2
BlackRock
BlackRock
New York
$3.24B
3
Two Sigma Investments
Two Sigma Investments
New York
$84.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$93.7M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
401
Squarepoint
New York
$1.07M -$5.57M -148,602 -84%
PWM
402
Perigon Wealth Management
California
$1.06M -$76.6K -2,043 -7%
HSA
403
HBK Sorce Advisory
Pennsylvania
$1.05M +$250K +6,663 +31%
4WM
404
44 Wealth Management
Oregon
$1.02M +$1.02M +27,744 New
LOAMS
405
Lombard Odier Asset Management (Switzerland)
Switzerland
$989K +$84.3K +2,249 +9%
HWM
406
HB Wealth Management
Georgia
$972K +$12.9K +344 +1%
WI
407
Wahed Invest
New York
$965K +$93.4K +2,493 +11%
HCM
408
Howard Capital Management
Georgia
$945K +$945K +25,206 New
SAM
409
Shell Asset Management
Netherlands
$939K +$939K +25,043 New
LA
410
Legacy Advisors
Pennsylvania
$916K +$322K +8,593 +54%
CCM
411
Cinctive Capital Management
New York
$913K -$1.98M -52,824 -68%
JFG
412
Jefferies Financial Group
New York
$909K -$299K -7,989 -25%
Commonwealth Equity Services
413
Commonwealth Equity Services
Massachusetts
$899K +$6.94K +185 +0.8%
FMWA
414
Forvis Mazars Wealth Advisors
Missouri
$890K +$890K +23,743 New
TA
415
Tectonic Advisors
Texas
$874K +$874K +23,306 New
Wealth Enhancement Advisory Services
416
Wealth Enhancement Advisory Services
Minnesota
$869K +$280K +7,477 +48%
CG
417
Caprock Group
Idaho
$866K +$33.8K +897 +4%
SPIA
418
Steward Partners Investment Advisory
New York
$865K +$377K +10,068 +77%
USAA
419
United Services Automobile Association
Texas
$860K -$188K -5,003 -18%
MYIA
420
Mount Yale Investment Advisors
Colorado
$834K -$18.4K -491 -2%
PA
421
Pinnacle Associates
New York
$829K -$8.7K -261 -1%
HIP
422
HUB Investment Partners
Texas
$826K – – –
VI
423
Vestcor Inc
New Brunswick, Canada
$818K – – –
WC
424
Waterloo Capital
Texas
$817K +$817K +21,787 New
VSQM
425
V-Square Quantitative Management
Illinois
$815K +$34.8K +929 +4%
15 16
17
18 19