KDP icon

Keurig Dr Pepper
KDP

Overview Fund Activity

683 hedge funds and large institutions have $27.7B invested in Keurig Dr Pepper in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 265 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
-16
Holders Change %
-2.29%
% of All Funds
10.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
81
Increased
265
Reduced
246
Closed
84
Calls
$84M
Puts
$142M
Net Calls
-$58.4M
Net Calls Change
-$107M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$342M
2
Citadel Advisors
Citadel Advisors
Florida
+$238M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M
4
Capital World Investors
Capital World Investors
California
+$193M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$140M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$691M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$178M
3
Millennium Management
Millennium Management
New York
-$108M
4
Harris Associates
Harris Associates
Illinois
-$96.1M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$95.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
501
Two Sigma Securities
New York
$261K +$261K +7,409 New
SDIC
502
South Dakota Investment Council
South Dakota
$258K – – –
SA
503
SL Advisors
New Jersey
$258K -$9.91K -281 -4%
WPW
504
Warther Private Wealth
Ohio
$255K -$22.4K -635 -8%
CCA
505
Checchi Capital Advisers
California
$254K -$13.3K -377 -5%
S
506
SignatureFD
Georgia
$253K -$89.5K -2,538 -26%
BBWP
507
Beacon Bridge Wealth Partners
Pennsylvania
$252K +$23.3K +659 +10%
WEG
508
World Equity Group
Illinois
$250K -$943K -7,240 -79%
AWM
509
Apollon Wealth Management
South Carolina
$246K +$7.97K +226 +3%
NC
510
NinePointTwo Capital
California
$245K +$245K +6,947 New
WW
511
Westshore Wealth
California
$245K +$10.7K +304 +5%
GWM
512
Gitterman Wealth Management
New Jersey
$243K +$243K +6,902 New
ABLA
513
Alan B. Lancz & Associates
Ohio
$242K – – –
DA
514
Drake & Associates
Wisconsin
$241K +$7.48K +212 +3%
NFA
515
Northern Financial Advisors
Michigan
$239K -$19.9K -564 -8%
HWM
516
HB Wealth Management
Georgia
$239K -$28.3K -801 -11%
KAS
517
Kestra Advisory Services
Texas
$238K -$611K -17,331 -72%
William Blair & Company
518
William Blair & Company
Illinois
$236K -$51.9K -1,471 -18%
CII
519
Capital International Inc
California
$235K +$2.61K +74 +1%
SP
520
Symmetry Partners
Connecticut
$233K – – –
VSQM
521
V-Square Quantitative Management
Illinois
$230K +$230K +6,522 New
QCG
522
Quadrant Capital Group
Ohio
$229K -$38K -1,077 -14%
KPWS
523
Kestra Private Wealth Services
Texas
$224K +$224K +6,347 New
FIM
524
Fruth Investment Management
Texas
$222K -$3.52K -100 -2%
GL
525
Graypoint LLC
New York
$222K +$222K +6,291 New
19 20
21
22 23