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Keurig Dr Pepper

622 hedge funds and large institutions have $16.2B invested in Keurig Dr Pepper in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 190 increasing their positions, 240 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $30.9M

50% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 60

10% more capital invested

Capital invested by funds: $14.7B → $16.2B (+$1.49B)

4% more funds holding

Funds holding: 596622 (+26)

0.93% more ownership

Funds ownership: 91.64%92.57% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

21% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 240

Holders
622
Holders Change
+26
Holders Change %
+4.36%
% of All Funds
14.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
90
Increased
190
Reduced
240
Closed
60
Calls
$96.4M
Puts
$30.9M
Net Calls
+$65.5M
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
426
BOK Financial
Oklahoma
$390K +$11.2K +125 +3%
AIP
427
Ameritas Investment Partners
Nebraska
$389K -$18K -201 -5%
KCPG
428
Kavar Capital Partners Group
Kansas
$388K
NG
429
NatWest Group
United Kingdom
$384K -$128K -1,429 -27%
GEM
430
Global Endowment Management
North Carolina
$371K
AP
431
Advisor Partners
California
$370K -$86.8K -967 -20%
VIM
432
Veritas Investment Management
United Kingdom
$362K
CTC
433
Central Trust Company
Missouri
$350K -$677K -7,550 -68%
GCA
434
Greenwood Capital Associates
South Carolina
$341K +$5.38K +60 +2%
GD
435
Grandfield & Dodd
New York
$337K
LCS
436
Levin Capital Strategies
New York
$337K
CSS
437
Cubist Systematic Strategies
Connecticut
$330K -$85K -948 -22%
KeyBank National Association
438
KeyBank National Association
Ohio
$329K -$223K -2,490 -42%
SFG
439
SevenBridge Financial Group
Pennsylvania
$328K -$57.1K -636 -16%
EVM
440
Eaton Vance Management
Massachusetts
$326K -$8.97K -100 -3%
PWMAG
441
Pinnacle Wealth Management Advisory Group
New Jersey
$326K +$15.7K +175 +5%
CS
442
Credential Securities
$322K +$1.97K +22 +0.7%
BHWM
443
Bar Harbor Wealth Management
New Hampshire
$322K -$199K -2,220 -40%
SC
444
SouthState Corp
Florida
$322K -$449 -5 -0.2%
CA
445
Cetera Advisors
Colorado
$320K +$294K +3,279 New
UIA
446
UBP Investment Advisors
Switzerland
$320K +$296K +3,300 New
ECM
447
Everence Capital Management
Indiana
$316K -$366K -4,077 -56%
SB
448
Suntrust Banks
Georgia
$312K -$145K -1,620 -34%
Creative Planning
449
Creative Planning
Kansas
$310K -$42.2K -470 -13%
CC
450
Courier Capital
New York
$310K -$13K -145 -4%

KDP Hedge Fund Activity: Q4 2017 in Review

622 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2017, worth a combined $16.2B — up 10% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KDP positions and 60 closed out — a net gain of 30 holders — while 190 added to existing stakes and 240 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $183M. The largest seller was Bank of Montreal, cutting an estimated $166M.

  • 622 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2017, up from 596 in Q3 2017.
  • Funds reported $16.2B of Keurig Dr Pepper stock for Q4 2017, up 10% quarter-over-quarter.
  • 90 funds opened new Keurig Dr Pepper positions in Q4 2017 and 60 closed out, a net change of +30 holders.
  • The largest Keurig Dr Pepper buyer in Q4 2017 was JP Morgan Chase, an estimated $183M added.
  • The largest Keurig Dr Pepper seller in Q4 2017 was Bank of Montreal, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2017.