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Keurig Dr Pepper
KDP

549 hedge funds and large institutions have $26.4B invested in Keurig Dr Pepper in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 221 increasing their positions, 132 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 48

67% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 132

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

14% more capital invested

Capital invested by funds: $23.1B → $26.4B (+$3.26B)

11% more call options, than puts

Call options by funds: $57.5M | Put options by funds: $51.6M

11% more funds holding

Funds holding: 494 → 549 (+55)

2.73% more ownership

Funds ownership: 47.79% → 50.52% (+2.7%)

Holders
549
Holders Change
+55
Holders Change %
+11.13%
% of All Funds
8.45%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
107
Increased
221
Reduced
132
Closed
48
Calls
$57.5M
Puts
$51.6M
Net Calls
+$5.91M
Net Calls Change
-$85.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$550M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$548M
3
BlackRock
BlackRock
New York
+$243M
4
PI
Putnam Investments
Massachusetts
+$128M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$104M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$322M
2
N
Nuveen
North Carolina
-$156M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$122M
4
WT
Wellcome Trust
United Kingdom
-$122M
5
CGC
Continental Grain Company
New York
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
AlpInvest Partners
Netherlands
$147M – – –
DCP
27
DSM Capital Partners
Florida
$145M +$13.3M +375,786 +11%
TCG
28
Tremblant Capital Group
Florida
$141M +$60M +1,702,245 +80%
Victory Capital Management
29
Victory Capital Management
Texas
$128M +$4.14M +117,275 +4%
TOTUOP
30
Trustees of The University of Pennsylvania
Pennsylvania
$126M +$120M +3,412,807 New
Goldman Sachs
31
Goldman Sachs
New York
$118M -$12.8M -362,170 -10%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$118M -$20.7M -586,632 -16%
Bank of America
33
Bank of America
North Carolina
$114M +$36.2M +1,025,744 +49%
LP
34
Lexington Partners
New York
$111M – – –
UBS AM
35
UBS AM
Illinois
$109M +$3.36M +95,355 +3%
HCM
36
Hamlin Capital Management
New York
$104M +$99.3M +2,816,598 New
Swiss National Bank
37
Swiss National Bank
Switzerland
$99.3M -$3.84M -108,900 -4%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$87.7M +$70.4M +1,997,062 +523%
ProShare Advisors
39
ProShare Advisors
Maryland
$86.6M +$30.9M +875,904 +59%
RRAM
40
River Road Asset Management
Kentucky
$83.5M +$28.8M +815,429 +56%
Charles Schwab
41
Charles Schwab
California
$74.9M +$2.62M +74,380 +4%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$73.3M -$16.3M -462,439 -19%
Morgan Stanley
43
Morgan Stanley
New York
$71.7M +$6.27M +177,818 +10%
Millennium Management
44
Millennium Management
New York
$71.5M +$63.3M +1,793,580 +1,233%
Invesco
45
Invesco
Georgia
$68.6M +$8.15M +231,211 +14%
RCP
46
RIT Capital Partners
United Kingdom
$67.7M -$16.8M -477,000 -21%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$67.3M +$5.04M +142,902 +8%
UBS Group
48
UBS Group
Switzerland
$65M +$1.06M +30,058 +2%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$64.8M -$2.58M -73,151 -4%
CGC
50
Continental Grain Company
New York
$64.7M -$119M -3,379,555 -66%
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KDP Hedge Fund Activity: Q4 2021 in Review

549 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2021, worth a combined $26.4B — up 14% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KDP positions and 48 closed out — a net gain of 59 holders — while 221 added to existing stakes and 132 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $550M. The largest seller was Wells Fargo, cutting an estimated $322M.

  • 549 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2021, up from 494 in Q3 2021.
  • Funds reported $26.4B of Keurig Dr Pepper stock for Q4 2021, up 14% quarter-over-quarter.
  • 107 funds opened new Keurig Dr Pepper positions in Q4 2021 and 48 closed out, a net change of +59 holders.
  • The largest Keurig Dr Pepper buyer in Q4 2021 was Boston Partners, an estimated $550M added.
  • The largest Keurig Dr Pepper seller in Q4 2021 was Wells Fargo, an estimated $322M sold.

Based on aggregated 13F filings for Q4 2021.