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Keurig Dr Pepper

739 hedge funds and large institutions have $36.5B invested in Keurig Dr Pepper in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 348 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $188M | Put options by funds: $104M

55% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 225

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 71

13% more capital invested

Capital invested by funds: $32.2B → $36.5B (+$4.32B)

2% more funds holding

Funds holding: 728739 (+11)

0.74% more ownership

Funds ownership: 71.1%71.84% (+0.74%)

Holders
739
Holders Change
+11
Holders Change %
+1.51%
% of All Funds
10.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
91
Increased
348
Reduced
225
Closed
71
Calls
$188M
Puts
$104M
Net Calls
+$84.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
476
Private Capital Management (Florida)
Florida
$525K -$70.3K -2,000 -13%
CL
477
Choreo LLC
Illinois
$524K +$100K +2,848 +26%
FFM
478
Forum Financial Management
Illinois
$518K +$281 +8 +0.1%
ZB
479
Zions Bancorporation
Utah
$516K +$90.1K +2,564 +23%
WPA
480
West Paces Advisors
Georgia
$516K -$15.8K -450 -3%
UCFA
481
United Capital Financial Advisors
Texas
$512K +$47.7K +1,357 +11%
JCM
482
Jacobi Capital Management
Pennsylvania
$511K +$479K +13,638 New
GWSG
483
GPS Wealth Strategies Group
Colorado
$508K -$401K -11,415 -46%
BFM
484
Boothbay Fund Management
New York
$508K -$547K -15,564 -53%
FRA
485
Frank Rimerman Advisors
California
$494K -$18.2K -517 -4%
GS
486
GTS Securities
New York
$492K -$2.46M -70,023 -84%
WA
487
Waverly Advisors
Alabama
$487K -$34.3K -977 -7%
SB
488
Simmons Bank
Arkansas
$483K
NA
489
NewEdge Advisors
Louisiana
$481K +$81.3K +2,314 +22%
SFA
490
Sequoia Financial Advisors
Ohio
$477K +$58K +1,651 +15%
MOS
491
MGO One Seven
Ohio
$465K +$18.1K +516 +4%
MIC
492
Maxi Investments CY
Cyprus
$453K +$422K +12,000 New
KeyBank National Association
493
KeyBank National Association
Ohio
$438K +$101K +2,871 +33%
VA
494
Vident Advisory
Georgia
$437K +$107K +3,043 +35%
S
495
SignatureFD
Georgia
$432K +$25.1K +713 +7%
FPAS
496
Focus Partners Advisor Solutions
Missouri
$429K -$49.1K -1,398 -11%
Caisse de Depot et Placement du Quebec (CDPQ)
497
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$425K -$10.4M -295,482 -96%
KIA
498
Knollwood Investment Advisory
Maryland
$419K
CI
499
Cigna Investments
Connecticut
$410K -$6.26K -178 -2%
ADL
500
Asset Dedication LLC
California
$410K -$211 -6 -0.1%

KDP Hedge Fund Activity: Q3 2024 in Review

739 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2024, worth a combined $36.5B — up 13% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new KDP positions and 71 closed out — a net gain of 20 holders — while 348 added to existing stakes and 225 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was Capital International Investors, cutting an estimated $958M.

  • 739 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2024, up from 728 in Q2 2024.
  • Funds reported $36.5B of Keurig Dr Pepper stock for Q3 2024, up 13% quarter-over-quarter.
  • 91 funds opened new Keurig Dr Pepper positions in Q3 2024 and 71 closed out, a net change of +20 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2024 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Keurig Dr Pepper seller in Q3 2024 was Capital International Investors, an estimated $958M sold.

Based on aggregated 13F filings for Q3 2024.