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Keurig Dr Pepper
KDP

Overview Fund Activity

683 hedge funds and large institutions have $27.7B invested in Keurig Dr Pepper in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 265 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
-16
Holders Change %
-2.29%
% of All Funds
10.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
81
Increased
265
Reduced
246
Closed
84
Calls
$84M
Puts
$142M
Net Calls
-$58.4M
Net Calls Change
-$107M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$342M
2
Citadel Advisors
Citadel Advisors
Florida
+$238M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M
4
Capital World Investors
Capital World Investors
California
+$193M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$140M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$691M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$178M
3
Millennium Management
Millennium Management
New York
-$108M
4
Harris Associates
Harris Associates
Illinois
-$96.1M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$95.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Affinity Wealth Management
Delaware
$317K +$3.85K +109 +1%
CIA
477
Choate Investment Advisors
Massachusetts
$316K – – –
FNT
478
First National Trust
Pennsylvania
$311K +$776 +22 +0.3%
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K -$16.1K -456 -5%
SW
480
SVB Wealth
Massachusetts
$306K -$12.1K -344 -4%
MNBTD
481
Moody National Bank Trust Division
Texas
$299K – – –
BFG
482
Bleakley Financial Group
New Jersey
$299K -$60K -1,701 -17%
SS
483
Simplicity Solutions
Minnesota
$299K +$299K +8,474 New
BAM
484
Belpointe Asset Management
Nevada
$297K -$48.1K -1,362 -14%
PAG
485
Private Advisor Group
New Jersey
$296K +$296K +8,397 New
BL
486
Balentine LLC
Georgia
$294K -$253K -7,165 -46%
DCM
487
Dimension Capital Management
Florida
$293K – – –
CG
488
Colony Group
Massachusetts
$292K -$455K -12,881 -61%
ADL
489
Asset Dedication LLC
California
$290K -$18.9K -547 -6%
QT
490
Quantamental Technologies
New York
$282K -$460K -13,046 -62%
BP
491
Ballentine Partners
Massachusetts
$279K -$31.4K -890 -10%
FC
492
Fulcrum Capital
Washington
$277K +$277K +7,863 New
AC
493
ASB Consultores
Florida
$276K +$12.4K +351 +5%
WA
494
Wealth Alliance
New York
$275K +$24.4K +693 +10%
DS
495
DRW Securities
Illinois
$274K +$274K +7,773 New
IIM
496
Intact Investment Management
Quebec, Canada
$272K -$159K -4,500 -37%
SPC
497
Sigma Planning Corp
Michigan
$269K +$17.8K +504 +7%
IWM
498
IHT Wealth Management
Illinois
$262K +$262K +7,418 New
VCG
499
Vantage Consulting Group
Virginia
$262K +$24.1K +682 +10%
SA
500
Syntax Advisors
New York
$262K +$24.1K +682 +10%
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