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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
EF
451
Empirical Finance
Pennsylvania
$572K -$40.8K -1,229 -7%
AWM
452
Apollon Wealth Management
South Carolina
$555K -$201K -6,046 -27%
WBC
453
Westpac Banking Corp
Australia
$543K
KAS
454
Kestra Advisory Services
Texas
$535K +$109K +3,284 +26%
PCMF
455
Private Capital Management (Florida)
Florida
$534K -$332K -10,000 -38%
LA
456
Legacy Advisors
Pennsylvania
$532K +$526K +15,841 New
Wealth Enhancement Advisory Services
457
Wealth Enhancement Advisory Services
Minnesota
$524K +$49K +1,478 +10%
GT
458
Greenleaf Trust
Michigan
$517K +$167K +5,021 +48%
GCP
459
GSA Capital Partners
United Kingdom
$515K +$101K +3,038 +25%
AC
460
Aristides Capital
Kentucky
$501K +$498K +15,000 New
IPAM
461
ICICI Prudential Asset Management
India
$497K -$3.47M -104,614 -88%
PA
462
Parallel Advisors
California
$489K +$79.8K +2,406 +20%
FFG
463
Fortem Financial Group
California
$486K -$11.3K -340 -2%
TCA
464
Transcend Capital Advisors
New Jersey
$485K +$482K +14,532 New
QP
465
Quilter Plc
United Kingdom
$481K +$213K +6,430 +81%
WPA
466
West Paces Advisors
Georgia
$474K +$2.42K +73 +0.5%
APP
467
Avantax Planning Partners
Iowa
$468K
WA
468
Waverly Advisors
Alabama
$467K -$8.16K -246 -2%
FFM
469
Forum Financial Management
Illinois
$462K +$38.3K +1,155 +9%
TPCW
470
TD Private Client Wealth
New York
$461K -$182K -5,490 -28%
FRA
471
Frank Rimerman Advisors
California
$457K +$454K +13,689 New
MAS
472
Meeder Advisory Services
Ohio
$440K +$120K +3,620 +38%
EFM
473
E Fund Management
China
$438K -$664 -20 -0.2%
SPIA
474
Steward Partners Investment Advisory
New York
$434K +$210K +6,330 +95%
SB
475
Simmons Bank
Arkansas
$431K -$5.47K -165 -1%

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.