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Keurig Dr Pepper

728 hedge funds and large institutions have $32.2B invested in Keurig Dr Pepper in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 319 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $179M | Put options by funds: $119M

38% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 232

19% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 90

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.25B)

3.12% more ownership

Funds ownership: 67.99%71.1% (+3.1%)

1% more funds holding

Funds holding: 724728 (+4)

Holders
728
Holders Change
+4
Holders Change %
+0.55%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
107
Increased
319
Reduced
232
Closed
90
Calls
$179M
Puts
$119M
Net Calls
+$60.6M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
476
Focus Partners Advisor Solutions
Missouri
$429K +$17.9K +538 +4%
HPC
477
HM Payson & Co
Maine
$426K +$423K +12,742 New
UCFA
478
United Capital Financial Advisors
Texas
$411K +$94.1K +2,837 +30%
BEI
479
Benjamin Edwards Inc
Missouri
$402K +$174K +5,253 +77%
DFCM
480
Dark Forest Capital Management
Puerto Rico
$398K +$136K +4,084 +52%
MOS
481
MGO One Seven
Ohio
$397K +$48K +1,448 +14%
TVM
482
True Vision MN
Minnesota
$389K +$384K +11,585 New
QCM
483
Qsemble Capital Management
New York
$377K -$3.32M -99,915 -90%
ZB
484
Zions Bancorporation
Utah
$374K -$394K -11,863 -51%
KIA
485
Knollwood Investment Advisory
Maryland
$373K +$135K +4,081 +58%
TC
486
TownSquare Capital
Utah
$372K +$141K +4,257 +62%
CI
487
Cigna Investments
Connecticut
$371K +$26.6K +803 +8%
SFA
488
Sequoia Financial Advisors
Ohio
$370K +$368K +11,088 New
CL
489
Choreo LLC
Illinois
$367K +$370K +11,158 New
ADL
490
Asset Dedication LLC
California
$365K -$12.6K -380 -3%
CG
491
Cynosure Group
Utah
$365K +$6.04K +182 +2%
WEG
492
World Equity Group
Illinois
$363K +$4.28K +129 +1%
S
493
SignatureFD
Georgia
$361K +$107K +3,234 +43%
WA
494
Wealth Alliance
New York
$352K +$116K +3,505 +50%
NA
495
NewEdge Advisors
Louisiana
$351K -$18.2K -549 -5%
MAG
496
Mokosak Advisory Group
Iowa
$343K +$2.42K +73 +0.7%
CIA
497
Concurrent Investment Advisors
Florida
$337K +$334K +10,077 New
AFT
498
Alpha Family Trust
California
$336K
FFA
499
Farther Finance Advisors
California
$332K +$253K +7,620 +306%
Bessemer Group
500
Bessemer Group
New Jersey
$326K +$107K +3,212 +49%

KDP Hedge Fund Activity: Q2 2024 in Review

728 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q2 2024, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KDP positions and 90 closed out — a net gain of 17 holders — while 319 added to existing stakes and 232 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $400M. The largest seller was Holocene Advisors, exiting entirely with an estimated $203M sold.

  • 728 institutional investors held Keurig Dr Pepper (KDP) as of Q2 2024, up from 724 in Q1 2024.
  • Funds reported $32.2B of Keurig Dr Pepper stock for Q2 2024, up 11% quarter-over-quarter.
  • 107 funds opened new Keurig Dr Pepper positions in Q2 2024 and 90 closed out, a net change of +17 holders.
  • The largest Keurig Dr Pepper buyer in Q2 2024 was Fidelity Investments, an estimated $400M added.
  • The largest Keurig Dr Pepper seller in Q2 2024 was Holocene Advisors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2024.