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Keurig Dr Pepper

680 hedge funds and large institutions have $27.9B invested in Keurig Dr Pepper in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 344 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 171

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

37% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.5B)

5.1% more ownership

Funds ownership: 57.82%62.92% (+5.1%)

3% more funds holding

Funds holding: 660680 (+20)

46% less call options, than puts

Call options by funds: $141M | Put options by funds: $260M

Holders
680
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.79%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
93
Increased
344
Reduced
171
Closed
68
Calls
$141M
Puts
$260M
Net Calls
-$118M
Net Calls Change
+$54.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
501
Empowered Funds
Pennsylvania
$253K +$49.5K +1,500 +23%
CCM
502
Coldstream Capital Management
Washington
$245K +$257K +7,776 New
DAS
503
Dynamic Advisor Solutions
Arizona
$244K +$255K +7,744 New
BFM
504
Boothbay Fund Management
New York
$238K +$249K +7,538 New
FT
505
Fiduciary Trust
Massachusetts
$236K -$759 -23 -0.3%
GL
506
Graypoint LLC
New York
$234K +$245K +7,412 New
SA
507
Syntax Advisors
New York
$233K -$14.3K -433 -6%
VCG
508
Vantage Consulting Group
Virginia
$233K -$14.3K -433 -6%
T
509
TOBAM
France
$231K
SDIC
510
South Dakota Investment Council
South Dakota
$230K
API
511
Advisor Partners II
California
$229K +$239K +7,240 New
MAS
512
Meeder Advisory Services
Ohio
$228K +$22.6K +686 +10%
CG
513
Colony Group
Massachusetts
$226K -$12.6K -382 -5%
HCM
514
Highlander Capital Management
New Jersey
$221K +$132K +4,000 +133%
BRWA
515
B. Riley Wealth Advisors
Florida
$221K -$340K -10,298 -60%
CIC
516
Chilton Investment Company
Connecticut
$220K +$230K +6,982 New
MC
517
Moors & Cabot
Massachusetts
$220K +$230K +6,979 New
NFA
518
Northern Financial Advisors
Michigan
$220K +$230K +6,964 New
SA
519
SL Advisors
New Jersey
$218K
UM
520
UniSuper Management
Australia
$218K
CFAM
521
Coury Firm Asset Management
Pennsylvania
$215K +$225K +6,815 New
CC
522
Corton Capital
Ontario, Canada
$212K +$221K +6,705 New
AC
523
ASB Consultores
Florida
$211K -$30.3K -917 -12%
AWM
524
Apollon Wealth Management
South Carolina
$211K -$88.1K -2,669 -29%
KPWS
525
Kestra Private Wealth Services
Texas
$208K -$2.47K -75 -1%

KDP Hedge Fund Activity: Q3 2023 in Review

680 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2023, worth a combined $27.9B — up 9.8% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new KDP positions and 68 closed out — a net gain of 25 holders — while 344 added to existing stakes and 171 trimmed.

The largest buyer was Capital World Investors, adding an estimated $451M. The largest seller was Man Group, exiting entirely with an estimated $180M sold.

  • 680 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2023, up from 660 in Q2 2023.
  • Funds reported $27.9B of Keurig Dr Pepper stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 93 funds opened new Keurig Dr Pepper positions in Q3 2023 and 68 closed out, a net change of +25 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2023 was Capital World Investors, an estimated $451M added.
  • The largest Keurig Dr Pepper seller in Q3 2023 was Man Group, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2023.