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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
HIP
426
HUB Investment Partners
Texas
$826K
VI
427
Vestcor Inc
New Brunswick, Canada
$818K
WC
428
Waterloo Capital
Texas
$817K +$766K +21,787 New
VSQM
429
V-Square Quantitative Management
Illinois
$815K +$32.7K +929 +4%
Capstone Investment Advisors
430
Capstone Investment Advisors
New York
$796K -$234K -6,648 -24%
CB
431
Commerce Bank
Missouri
$791K +$2.21K +63 +0.3%
GCP
432
GSA Capital Partners
United Kingdom
$778K +$187K +5,329 +35%
FA
433
Fortis Advisors
Pennsylvania
$775K
STA
434
Summit Trail Advisors
New York
$773K +$65.2K +1,854 +10%
LNWWM
435
Laird Norton Wetherby Wealth Management
California
$765K +$64.4K +1,833 +10%
HPC
436
HM Payson & Co
Maine
$763K +$267K +7,607 +60%
AO
437
Advisor OS
Illinois
$758K +$24.4K +694 +4%
CCC
438
Chesapeake Capital Corp
Florida
$755K +$709K +20,155 New
UAS
439
United Asset Strategies
New York
$755K +$809 +23 +0.1%
SC
440
Savant Capital
Illinois
$749K +$83.7K +2,382 +14%
AC
441
Avestar Capital
New York
$736K +$64.2K +1,825 +10%
SM
442
STF Management
Texas
$736K -$86.9K -2,472 -11%
AAIS
443
ABN AMRO Investment Solutions
$733K -$39.1K -1,111 -5%
AWM
444
Apollon Wealth Management
South Carolina
$719K +$90.1K +2,562 +15%
P
445
&Partners
Tennessee
$713K +$434K +12,333 +184%
Focus Partners Wealth
446
Focus Partners Wealth
Massachusetts
$704K -$1.17M -33,234 -64%
EF
447
Empirical Finance
Pennsylvania
$696K +$50.4K +1,433 +8%
SPA
448
Sherbrooke Park Advisers
New York
$686K +$644K +18,314 New
CIG
449
Cullen Investment Group
Louisiana
$684K -$25.5K -726 -4%
RJT
450
Raymond James Trust
Florida
$678K +$28.1K +798 +5%

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.