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Keurig Dr Pepper

680 hedge funds and large institutions have $27.9B invested in Keurig Dr Pepper in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 344 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 171

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

37% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.5B)

5.1% more ownership

Funds ownership: 57.82%62.92% (+5.1%)

3% more funds holding

Funds holding: 660680 (+20)

46% less call options, than puts

Call options by funds: $141M | Put options by funds: $260M

Holders
680
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.79%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
93
Increased
344
Reduced
171
Closed
68
Calls
$141M
Puts
$260M
Net Calls
-$118M
Net Calls Change
+$54.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
476
Fortis Capital Advisors
Kansas
$306K -$22.8K -692 -7%
SFA
477
Sequoia Financial Advisors
Ohio
$302K +$23.1K +700 +8%
Credit Agricole
478
Credit Agricole
France
$297K +$311K +9,417 New
BP
479
Ballentine Partners
Massachusetts
$297K +$310K +9,404 New
DS
480
DRW Securities
Illinois
$295K +$309K +9,353 New
WA
481
Wealth Alliance
New York
$294K +$307K +9,298 New
HCS
482
Himension Capital (Singapore)
Singapore
$291K +$304K +9,213 New
CIA
483
Choate Investment Advisors
Massachusetts
$289K +$4.29K +130 +1%
Harris Associates
484
Harris Associates
Illinois
$289K -$5.13M -155,538 -94%
WSTAM
485
Wilbanks Smith & Thomas Asset Management
Virginia
$285K
PAG
486
Private Advisor Group
New Jersey
$282K +$52.5K +1,592 +22%
CG
487
Cutler Group
California
$282K -$225K -6,817 -43%
TCM
488
Twin Capital Management
Pennsylvania
$282K -$32.5K -986 -10%
IWM
489
IHT Wealth Management
Illinois
$280K +$49.3K +1,495 +20%
CCIA
490
Campbell & Co Investment Adviser
Maryland
$278K -$1.04M -31,499 -78%
FNT
491
First National Trust
Pennsylvania
$277K
HWM
492
HB Wealth Management
Georgia
$276K +$288K +8,727 New
BWP
493
BSW Wealth Partners
Colorado
$275K -$119K -3,619 -29%
Legacy Financial Group (Iowa)
494
Legacy Financial Group (Iowa)
Iowa
$272K +$284K +8,618 New
HT
495
Headlands Technologies
Illinois
$272K -$292K -8,863 -51%
MG
496
Mather Group
Illinois
$271K +$10.9K +329 +4%
CI
497
CX Institutional
Indiana
$268K +$16.2K +492 +6%
ADL
498
Asset Dedication LLC
California
$265K +$20K +606 +8%
BFG
499
Bleakley Financial Group
New Jersey
$261K +$51.7K +1,566 +23%
SS
500
Simplicity Solutions
Minnesota
$261K +$51.7K +1,566 +23%

KDP Hedge Fund Activity: Q3 2023 in Review

680 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2023, worth a combined $27.9B — up 9.8% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new KDP positions and 68 closed out — a net gain of 25 holders — while 344 added to existing stakes and 171 trimmed.

The largest buyer was Capital World Investors, adding an estimated $451M. The largest seller was Man Group, exiting entirely with an estimated $180M sold.

  • 680 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2023, up from 660 in Q2 2023.
  • Funds reported $27.9B of Keurig Dr Pepper stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 93 funds opened new Keurig Dr Pepper positions in Q3 2023 and 68 closed out, a net change of +25 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2023 was Capital World Investors, an estimated $451M added.
  • The largest Keurig Dr Pepper seller in Q3 2023 was Man Group, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2023.