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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
CB
426
Commerce Bank
Missouri
$703K +$3.65K +110 +0.5%
VSQM
427
V-Square Quantitative Management
Illinois
$696K -$3.19K -96 -0.5%
FA
428
Fortis Advisors
Pennsylvania
$691K -$332K -10,000 -33%
AAIS
429
ABN AMRO Investment Solutions
$690K +$685K +20,660 New
CA
430
Commerzbank Aktiengesellschaft
Germany
$676K +$9.16K +276 +1%
UAS
431
United Asset Strategies
New York
$672K -$50.3K -1,516 -7%
KPP
432
Kings Path Partners
Texas
$659K +$655K +19,741 New
MC
433
Machina Capital
France
$658K +$46.8K +1,411 +8%
AO
434
Advisor OS
Illinois
$652K +$207K +6,224 +47%
SCA
435
Snowden Capital Advisors
New York
$648K -$61.3K -1,847 -9%
CIG
436
Cullen Investment Group
Louisiana
$634K -$15.6K -470 -2%
BP
437
Ballentine Partners
Massachusetts
$629K +$115K +3,459 +22%
STA
438
Summit Trail Advisors
New York
$626K +$183K +5,514 +42%
CA
439
Clearstead Advisors
Ohio
$624K +$323K +9,731 +109%
HI
440
Horizon Investments
North Carolina
$621K +$47.3K +1,426 +8%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$621K +$117K +3,516 +23%
EF
442
Empowered Funds
Pennsylvania
$607K +$163K +4,921 +37%
CCIA
443
Campbell & Co Investment Adviser
Maryland
$599K -$35.9K -1,082 -6%
AC
444
Avestar Capital
New York
$595K +$591K +17,823 New
SC
445
Savant Capital
Illinois
$588K +$361K +10,869 +162%
WSFS
446
Wilmington Savings Fund Society
Delaware
$586K -$46.8K -1,410 -7%
SIM
447
Sandia Investment Management
Massachusetts
$585K -$415K -12,500 -42%
PAG
448
Private Advisor Group
New Jersey
$578K +$67.8K +2,045 +13%
RJT
449
Raymond James Trust
Florida
$577K +$60.6K +1,825 +12%
YIH
450
Y-Intercept (HK)
Hong Kong
$574K +$571K +17,195 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.