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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
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$508K +$162K +4,916 +44%
DCM
427
Dimension Capital Management
Florida
$502K +$524K +15,888 New
ASN
428
Advisory Services Network
Georgia
$497K -$22.5K -683 -4%
STA
429
Summit Trail Advisors
New York
$490K +$176K +5,330 +53%
CAM
430
Chesapeake Asset Management
New York
$485K +$142K +4,296 +39%
KWA
431
Kingswood Wealth Advisors
California
$474K +$495K +15,007 New
WI
432
Wahed Invest
New York
$473K +$46.4K +1,407 +10%
FB
433
Fulton Bank
Pennsylvania
$472K +$6.3K +191 +1%
KAS
434
Kestra Advisory Services
Texas
$468K +$268K +8,134 +122%
EFM
435
E Fund Management
China
$466K +$93.5K +2,835 +24%
RGF
436
Retirement Guys Formula
Ohio
$464K +$14.6K +444 +3%
ONB
437
Old National Bancorp
Indiana
$464K -$99.9K -3,027 -17%
IMC Chicago
438
IMC Chicago
Illinois
$456K +$477K +14,453 New
FMAEN1
439
Fund Management at Engine No 1
California
$454K +$113K +3,427 +31%
PA
440
Parallel Advisors
California
$453K +$114K +3,448 +32%
HH
441
Hilltop Holdings
Texas
$448K +$468K +14,187 New
APP
442
Avantax Planning Partners
Iowa
$448K -$3.33K -101 -0.7%
UB
443
UMB Bank
Missouri
$447K
CFB
444
Cullen/Frost Bankers
Texas
$447K -$22.4K -680 -5%
WPA
445
West Paces Advisors
Georgia
$442K +$80K +2,425 +21%
SFG
446
StrategIQ Financial Group
Indiana
$442K +$165 +5 +0%
RJT
447
Raymond James Trust
Florida
$437K +$34.8K +1,055 +8%
CBNLCF
448
Cognios Beta Neutral Large Cap Fund
Kansas
$430K
VSQM
449
V-Square Quantitative Management
Illinois
$429K +$221K +6,701 +97%
Wealth Enhancement Advisory Services
450
Wealth Enhancement Advisory Services
Minnesota
$427K +$447K +13,541 New

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.