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Keurig Dr Pepper
KDP

Overview Fund Activity

695 hedge funds and large institutions have $30.2B invested in Keurig Dr Pepper in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 272 increasing their positions, 245 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+19
Holders Change %
+2.81%
% of All Funds
10.19%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
116
Increased
272
Reduced
245
Closed
86
Calls
$153M
Puts
$86.6M
Net Calls
+$66.2M
Net Calls Change
+$185M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.6B
2
Morgan Stanley
2
Morgan Stanley
New York
$646M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$340M
4
BlackRock
4
BlackRock
New York
$2.69B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.15B

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$311M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.3M
3
Boston Partners
3
Boston Partners
Massachusetts
$342M
4
Millennium Management
4
Millennium Management
New York
$63.8M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
501
Knollwood Investment Advisory
Maryland
$236K +$236K +7,095 New
DAS
502
Dynamic Advisor Solutions
Arizona
$234K -$13.6K -424 -5%
HCM
503
Highlander Capital Management
New Jersey
$233K – – –
VA
504
Vident Advisory
Georgia
$233K +$13.2K +397 +6%
UH
505
Unigestion Holding
Switzerland
$232K -$3.32M -99,497 -93%
EA
506
Everpar Advisors
Oklahoma
$232K +$232K +6,960 New
SW
507
SVB Wealth
Massachusetts
$227K +$227K +6,799 New
BFM
508
Boothbay Fund Management
New York
$221K -$30.4K -913 -12%
SP
509
Symmetry Partners
Connecticut
$220K – – –
FC
510
Fulcrum Capital
Washington
$220K +$220K +6,597 New
CCM
511
Coldstream Capital Management
Washington
$219K -$40.4K -1,212 -16%
CCA
512
Checchi Capital Advisers
California
$218K +$218K +6,555 New
QCG
513
Quadrant Capital Group
Ohio
$218K +$28.5K +856 +15%
VFA
514
Valeo Financial Advisors
Indiana
$215K +$215K +6,438 New
MIS
515
Morningstar Investment Services
Illinois
$213K +$213K +6,386 New
SA
516
SL Advisors
New Jersey
$212K -$18.2K -545 -8%
AMG
517
Asset Management Group
Connecticut
$210K +$210K +6,291 New
GL
518
Graypoint LLC
New York
$206K -$40.9K -1,227 -17%
HS
519
Horan Securities
United States
$206K +$206K +6,174 New
BCM
520
Barden Capital Management
Texas
$205K +$205K +6,139 New
FIM
521
Fruth Investment Management
Texas
$203K +$203K +6,100 New
WFI
522
West Family Investments
California
$202K -$166K -4,987 -45%
LA
523
Latitude Advisors
Florida
$200K +$200K +6,016 New
TC
524
TownSquare Capital
Utah
$200K +$200K +6,005 New
IA
525
IFP Advisors
Florida
$200K +$37.9K +1,137 +23%
19 20
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