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Keurig Dr Pepper
KDP

Overview Fund Activity

621 hedge funds and large institutions have $16.2B invested in Keurig Dr Pepper in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 190 increasing their positions, 239 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+26
Holders Change %
+4.37%
% of All Funds
14.1%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
90
Increased
190
Reduced
239
Closed
60
Calls
$96.4M
Puts
$30.9M
Net Calls
+$65.5M
Net Calls Change
+$29.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$198M
2
BlackRock
BlackRock
New York
+$131M
3
American Century Companies
American Century Companies
Missouri
+$127M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$122M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$84.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$180M
2
GT
Glenmede Trust
Pennsylvania
-$120M
3
Fidelity International
Fidelity International
Bermuda
-$82M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$76M
5
AL
AJO LP
Pennsylvania
-$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
476
Oak Point Wealth Management
Michigan
$233K +$233K +2,386 New
IIM
477
Intact Investment Management
Quebec, Canada
$233K +$233K +2,400 New
OI
478
Oakbrook Investments
Illinois
$228K -$19.4K -200 -8%
First Manhattan
479
First Manhattan
New York
$226K +$103K +1,065 +84%
WAM
480
Wealthspire Advisors (Maryland)
Maryland
$223K -$99.5K -1,026 -31%
AAM
481
Autus Asset Management
Arizona
$213K +$213K +2,198 New
SC
482
Sawyer & Company
Massachusetts
$205K +$205K +2,115 New
CAS
483
Cue Advisory Services
Arizona
$205K +$205K +2,117 New
HNB
484
Huntington National Bank
Ohio
$197K -$8.04K -83 -4%
Lazard Asset Management
485
Lazard Asset Management
New York
$196K -$83.5K -864 -30%
WCM
486
Whitener Capital Management
North Carolina
$193K +$193K +1,992 New
SBL
487
Sargent Bickham Lagudis
Colorado
$180K – – –
MAM
488
Meeder Asset Management
Ohio
$178K -$161K -1,653 -47%
SFSIG
489
San Francisco Sentry Investment Group
California
$169K -$27.6K -285 -14%
DSI
490
Daiwa SB Investments
Japan
$159K – – –
NIPH
491
NN Investment Partners Holdings
Netherlands
$145K -$598K -6,144 -80%
CLOS
492
Compagnie Lombard Odier SCmA
Switzerland
$140K +$72.5K +745 +108%
AWM
493
Aevitas Wealth Management
Massachusetts
$136K +$136K +1,406 New
VIA
494
Virtus Investment Advisers
Connecticut
$135K +$135K +1,395 New
Northwestern Mutual Wealth Management
495
Northwestern Mutual Wealth Management
Wisconsin
$128K -$49.9K -512 -28%
CBT
496
Capital Bank & Trust
California
$128K +$5.62K +58 +5%
CFA
497
Carroll Financial Associates
North Carolina
$123K +$1.74K +18 +1%
ARMT
498
Amica Retiree Medical Trust
Rhode Island
$121K – – –
BWM
499
Baystate Wealth Management
Massachusetts
$108K – – –
YWP
500
YorkBridge Wealth Partners
New York
$103K -$27.8K -235 -21%
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