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Keurig Dr Pepper

739 hedge funds and large institutions have $36.5B invested in Keurig Dr Pepper in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 348 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $188M | Put options by funds: $104M

55% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 225

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 71

13% more capital invested

Capital invested by funds: $32.2B → $36.5B (+$4.32B)

2% more funds holding

Funds holding: 728739 (+11)

0.74% more ownership

Funds ownership: 71.1%71.84% (+0.74%)

Holders
739
Holders Change
+11
Holders Change %
+1.51%
% of All Funds
10.61%
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
348
Reduced
225
Closed
71
Calls
$188M
Puts
$104M
Net Calls
+$84.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
401
Wolverine Trading
Illinois
$1.09M +$87.7K +2,494 +9%
ETC
402
Exchange Traded Concepts
Oklahoma
$1.08M +$137K +3,906 +16%
GT
403
Glenmede Trust
Pennsylvania
$1.07M +$18.4K +524 +2%
TMAM
404
Tokio Marine Asset Management
Japan
$1.07M +$104K +2,963 +12%
Squarepoint
405
Squarepoint
New York
$1.07M -$5.22M -148,602 -84%
PWM
406
Perigon Wealth Management
California
$1.06M -$71.8K -2,043 -7%
HSA
407
HBK Sorce Advisory
Pennsylvania
$1.05M +$234K +6,663 +31%
4WM
408
44 Wealth Management
Oregon
$1.02M +$975K +27,744 New
LOAMS
409
Lombard Odier Asset Management (Switzerland)
Switzerland
$989K +$79.1K +2,249 +9%
HWM
410
HB Wealth Management
Georgia
$972K +$12.1K +344 +1%
WI
411
Wahed Invest
New York
$965K +$87.6K +2,493 +11%
HCM
412
Howard Capital Management
Georgia
$945K +$886K +25,206 New
SAM
413
Shell Asset Management
Netherlands
$939K +$880K +25,043 New
LA
414
Legacy Advisors
Pennsylvania
$916K +$302K +8,593 +54%
CCM
415
Cinctive Capital Management
New York
$913K -$1.86M -52,824 -68%
JFG
416
Jefferies Financial Group
New York
$909K -$281K -7,989 -25%
Commonwealth Equity Services
417
Commonwealth Equity Services
Massachusetts
$899K +$6.5K +185 +0.8%
FMWA
418
Forvis Mazars Wealth Advisors
Missouri
$890K +$835K +23,743 New
TA
419
Tectonic Advisors
Texas
$874K +$819K +23,306 New
Wealth Enhancement Advisory Services
420
Wealth Enhancement Advisory Services
Minnesota
$869K +$263K +7,477 +48%
CG
421
Caprock Group
Idaho
$866K +$31.5K +897 +4%
SPIA
422
Steward Partners Investment Advisory
New York
$865K +$354K +10,068 +77%
USAA
423
United Services Automobile Association
Texas
$860K -$176K -5,003 -18%
MYIA
424
Mount Yale Investment Advisors
Colorado
$834K -$17.3K -491 -2%
PA
425
Pinnacle Associates
New York
$829K -$9.18K -261 -1%

KDP Hedge Fund Activity: Q3 2024 in Review

739 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2024, worth a combined $36.5B — up 13% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new KDP positions and 71 closed out — a net gain of 20 holders — while 348 added to existing stakes and 225 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was Capital International Investors, cutting an estimated $958M.

  • 739 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2024, up from 728 in Q2 2024.
  • Funds reported $36.5B of Keurig Dr Pepper stock for Q3 2024, up 13% quarter-over-quarter.
  • 91 funds opened new Keurig Dr Pepper positions in Q3 2024 and 71 closed out, a net change of +20 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2024 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Keurig Dr Pepper seller in Q3 2024 was Capital International Investors, an estimated $958M sold.

Based on aggregated 13F filings for Q3 2024.