We are live on ! Find out more
KDP icon

Keurig Dr Pepper

728 hedge funds and large institutions have $32.2B invested in Keurig Dr Pepper in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 319 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $179M | Put options by funds: $119M

38% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 232

19% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 90

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.25B)

3.12% more ownership

Funds ownership: 67.99%71.1% (+3.1%)

1% more funds holding

Funds holding: 724728 (+4)

Holders
728
Holders Change
+4
Holders Change %
+0.55%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
107
Increased
319
Reduced
232
Closed
90
Calls
$179M
Puts
$119M
Net Calls
+$60.6M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
501
Northern Financial Advisors
Michigan
$309K -$12.6K -380 -4%
MFG
502
Merit Financial Group
Georgia
$308K +$306K +9,219 New
TAM
503
Tucker Asset Management
Colorado
$307K -$55.8K -1,683 -15%
LGF
504
LGT Group Foundation
Liechtenstein
$307K +$305K +9,178 New
LA
505
LBP AM
France
$301K -$26.5K -800 -8%
BFG
506
Bleakley Financial Group
New Jersey
$300K +$35.7K +1,077 +14%
SW
507
Simplicity Wealth
New Jersey
$300K +$38.1K +1,147 +15%
IFU
508
iSAM Funds (UK)
United Kingdom
$297K -$1.87M -56,214 -86%
AF
509
Allworth Financial
California
$297K +$115K +3,471 +63%
SP
510
Symmetry Partners
Connecticut
$295K
KeyBank National Association
511
KeyBank National Association
Ohio
$295K +$39.7K +1,197 +16%
CCA
512
Checchi Capital Advisers
California
$291K +$21.4K +646 +8%
CAM
513
Chesapeake Asset Management
New York
$291K -$74.2K -2,236 -20%
Legacy Financial Group (Iowa)
514
Legacy Financial Group (Iowa)
Iowa
$288K
CSPIA
515
Cary Street Partners Investment Advisory
Virginia
$288K +$286K +8,616 New
LCWP
516
Legacy Capital Wealth Partners
Arkansas
$288K +$286K +8,616 New
AWM
517
AE Wealth Management
Kansas
$288K +$286K +8,610 New
VA
518
Vident Advisory
Georgia
$288K +$63.4K +1,910 +29%
VanEck Associates
519
VanEck Associates
New York
$280K -$27.1K -817 -9%
KPWS
520
Kestra Private Wealth Services
Texas
$278K +$46.3K +1,396 +20%
BCA
521
Bay Colony Advisors
Massachusetts
$275K +$273K +8,235 New
BWP
522
BSW Wealth Partners
Colorado
$275K +$10.1K +303 +4%
CUAMC
523
China Universal Asset Management Company
China
$274K +$62.7K +1,891 +30%
SF
524
Summit Financial
New Jersey
$272K +$269K +8,097 New
LAM
525
LECAP Asset Management
United Kingdom
$269K +$267K +8,051 New

KDP Hedge Fund Activity: Q2 2024 in Review

728 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q2 2024, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KDP positions and 90 closed out — a net gain of 17 holders — while 319 added to existing stakes and 232 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $400M. The largest seller was Holocene Advisors, exiting entirely with an estimated $203M sold.

  • 728 institutional investors held Keurig Dr Pepper (KDP) as of Q2 2024, up from 724 in Q1 2024.
  • Funds reported $32.2B of Keurig Dr Pepper stock for Q2 2024, up 11% quarter-over-quarter.
  • 107 funds opened new Keurig Dr Pepper positions in Q2 2024 and 90 closed out, a net change of +17 holders.
  • The largest Keurig Dr Pepper buyer in Q2 2024 was Fidelity Investments, an estimated $400M added.
  • The largest Keurig Dr Pepper seller in Q2 2024 was Holocene Advisors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2024.