KDP icon

Keurig Dr Pepper
KDP

Overview Fund Activity

590 hedge funds and large institutions have $20.1B invested in Keurig Dr Pepper in 2018 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 115 increasing their positions, 276 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-31
Holders Change %
-4.99%
% of All Funds
13.54%
Holding in Top 10
21
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+200%
% of All Funds
0.48%
New
96
Increased
115
Reduced
276
Closed
119
Calls
$258M
Puts
$239M
Net Calls
+$19.8M
Net Calls Change
-$45.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.09B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$399M
3
Capital World Investors
Capital World Investors
California
+$394M
4
FCM
Farallon Capital Management
California
+$387M
5
Goldman Sachs
Goldman Sachs
New York
+$385M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$849M
2
BlackRock
BlackRock
New York
-$479M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$238M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$236M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
501
CIBC Private Wealth Group
Georgia
$44K – – –
CFG
502
Citizens Financial Group
Rhode Island
$43K – – –
MFW
503
Mosaic Family Wealth
Missouri
$43K – – –
OIA
504
OneDigital Investment Advisors
Kansas
$43K – – –
BG
505
Bollard Group
Massachusetts
$42K +$239 +2 +0.6%
FMTCOCP
506
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40.2K – – –
CPA
507
Clear Perspective Advisors
Illinois
$40K – – –
HT
508
Heritage Trust
Oklahoma
$40K – – –
APP
509
Avantax Planning Partners
Iowa
$40K +$40K +340 New
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$37.3K +313 +2,236%
IWM
511
IHT Wealth Management
Illinois
$37K +$5.97K +50 +19%
APA
512
American Portfolios Advisors
New York
$36.2K – – –
ECM
513
Estabrook Capital Management
New York
$34.1K – – –
OFS
514
Orrstown Financial Services
Pennsylvania
$33K +$14.9K +125 +82%
CAC
515
Certified Advisory Corp
Florida
$28K +$28K +240 New
ED
516
Exane Derivatives
France
$27.7K -$1.06K -9 -4%
CB
517
Community Bank
New York
$26K – – –
PK
518
Pflug Koory
Nebraska
$25K – – –
VCM
519
Versant Capital Management
Arizona
$25K +$1.72K +15 +7%
DSC
520
Duncker Streett & Co
Missouri
$24K – – –
GWS
521
Glassman Wealth Services
Virginia
$24K +$358 +3 +2%
CIP
522
Convergence Investment Partners
Florida
$24K +$24K +200 New
AWM
523
AllSquare Wealth Management
New York
$23K -$8.76K -75 -28%
SWP
524
Stratos Wealth Partners
Ohio
$23K -$3.87K -32 -14%
HFM
525
Hartford Financial Management
Connecticut
$23K – – –
19 20
21
22 23