KDP icon

Keurig Dr Pepper
KDP

Overview Fund Activity

695 hedge funds and large institutions have $30.2B invested in Keurig Dr Pepper in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 272 increasing their positions, 245 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+19
Holders Change %
+2.81%
% of All Funds
10.19%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
116
Increased
272
Reduced
245
Closed
86
Calls
$153M
Puts
$86.6M
Net Calls
+$66.2M
Net Calls Change
+$185M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.6B
2
Morgan Stanley
2
Morgan Stanley
New York
$646M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$340M
4
BlackRock
4
BlackRock
New York
$2.69B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.15B

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$311M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.3M
3
Boston Partners
3
Boston Partners
Massachusetts
$342M
4
Millennium Management
4
Millennium Management
New York
$63.8M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
476
Meeder Advisory Services
Ohio
$318K +$76.8K +2,305 +32%
BWP
477
BSW Wealth Partners
Colorado
$317K +$26.9K +806 +9%
LSAG
478
Lake Street Advisors Group
New Hampshire
$311K +$311K +9,320 New
WSTAM
479
Wilbanks Smith & Thomas Asset Management
Virginia
$301K – – –
SS
480
Simplicity Solutions
Minnesota
$301K +$25.1K +752 +9%
BFG
481
Bleakley Financial Group
New Jersey
$301K +$25.1K +752 +9%
CA
482
Clearstead Advisors
Ohio
$298K -$294K -8,832 -50%
FTIS
483
First Trust Investment Solutions
Florida
$291K +$291K +8,746 New
PP
484
Paloma Partners
Connecticut
$284K +$284K +8,524 New
STA
485
Summit Trail Advisors
New York
$284K -$231K -6,921 -45%
MOS
486
MGO One Seven
Ohio
$276K +$276K +8,289 New
ICM
487
IMS Capital Management
Oregon
$276K +$276K +8,275 New
S
488
SignatureFD
Georgia
$275K -$73.8K -2,214 -21%
QP
489
Quilter Plc
United Kingdom
$273K – – –
VanEck Associates
490
VanEck Associates
New York
$267K -$100K -3,014 -27%
FNT
491
First National Trust
Pennsylvania
$265K -$26.7K -800 -9%
SYBT
492
Stock Yards Bank & Trust
Kentucky
$261K -$852K -25,575 -77%
IWM
493
IHT Wealth Management
Illinois
$254K -$40.8K -1,225 -14%
FT
494
Fiduciary Trust
Massachusetts
$249K -$566 -17 -0.2%
Northwestern Mutual Wealth Management
495
Northwestern Mutual Wealth Management
Wisconsin
$245K +$135K +4,043 +122%
Bessemer Group
496
Bessemer Group
New Jersey
$245K +$37.8K +1,131 +18%
SDIC
497
South Dakota Investment Council
South Dakota
$243K – – –
VCG
498
Vantage Consulting Group
Virginia
$243K -$2.9K -87 -1%
CI
499
CX Institutional
Indiana
$242K -$40.4K -1,213 -14%
SAG
500
SageView Advisory Group
California
$239K +$239K +7,511 New
18 19
20
21 22