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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
Goldman Sachs
26
Goldman Sachs
New York
$185M -$42.5M -1,207,616 -20%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$181M -$4.33M -123,103 -2%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$171M +$118M +3,367,863 +281%
Barclays
29
Barclays
United Kingdom
$165M -$15.8M -448,541 -9%
BG
30
Bahl & Gaynor
Ohio
$161M -$2.03M -57,762 -1%
N
31
Nuveen
North Carolina
$161M -$14.7M -418,974 -9%
UBS Group
32
UBS Group
Switzerland
$140M +$18.6M +529,682 +17%
Deutsche Bank
33
Deutsche Bank
Germany
$135M +$20.9M +595,257 +20%
Norges Bank
34
Norges Bank
Norway
$127M -$10.5M -299,131 -8%
Amundi
35
Amundi
France
$127M +$2.65M +75,265 +2%
Wells Fargo
36
Wells Fargo
California
$124M -$3.41M -96,900 -3%
HCM
37
Hamlin Capital Management
New York
$124M +$23.5M +669,568 +25%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$124M +$8.5M +241,826 +8%
Prudential Financial
39
Prudential Financial
New Jersey
$122M +$3.06M +87,101 +3%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$122M +$796K +22,657 +0.7%
Victory Capital Management
41
Victory Capital Management
Texas
$122M -$404K -11,485 -0.4%
Swiss National Bank
42
Swiss National Bank
Switzerland
$121M +$534K +15,200 +0.5%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$117M -$7M -199,090 -6%
Principal Financial Group
44
Principal Financial Group
Iowa
$110M +$23.6M +672,664 +30%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$109M +$1.05M +29,891 +1%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$96M -$4.17M -118,686 -4%
DC
47
Davenport & Co
Virginia
$95.2M -$2.11M -59,941 -2%
Boston Partners
48
Boston Partners
Massachusetts
$93.9M +$7.03M +199,945 +9%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$93.7M -$67.4M -1,918,700 -43%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$91.9M +$68.8M +1,956,138 +394%

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.