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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
VA
526
Vident Advisory
Georgia
$208K +$218K +6,594 New
SP
527
Symmetry Partners
Connecticut
$208K
AP
528
Appleton Partners
Massachusetts
$204K +$213K +6,462 New
Bessemer Group
529
Bessemer Group
New Jersey
$196K +$83.1K +2,519 +68%
CIA
530
Citadel Investment Advisory
Ohio
$186K
SIM
531
Sentry Investment Management
Wisconsin
$184K +$8.31K +252 +5%
SS
532
Sunbelt Securities
Texas
$182K
WT
533
Whittier Trust
California
$182K +$3.99K +121 +2%
QCG
534
Quadrant Capital Group
Ohio
$179K +$67.5K +2,047 +56%
PCM
535
Penserra Capital Management
California
$178K +$5.81K +176 +3%
CUAMC
536
China Universal Asset Management Company
China
$165K +$120K +3,623 +229%
KI
537
Kapitalo Investimentos
Brazil
$159K +$166K +5,045 New
IA
538
IFP Advisors
Florida
$153K +$117K +3,546 +272%
Federated Hermes
539
Federated Hermes
Pennsylvania
$148K -$8.58K -260 -5%
Capstone Investment Advisors
540
Capstone Investment Advisors
New York
$147K -$351K -10,645 -70%
BAAM
541
Baker Avenue Asset Management
California
$147K -$5.15K -156 -3%
FHA
542
First Horizon Advisors
Tennessee
$133K +$86.5K +2,623 +164%
BEI
543
Benjamin Edwards Inc
Missouri
$113K +$118K +3,565 New
ECM
544
Engine Capital Management
New York
$110K +$115K +3,500 New
Northwestern Mutual Wealth Management
545
Northwestern Mutual Wealth Management
Wisconsin
$105K +$14K +425 +15%
CSPIA
546
Cary Street Partners Investment Advisory
Virginia
$105K +$84.9K +2,572 +348%
SAM
547
S.A. Mason
Michigan
$104K
WWP
548
WR Wealth Planners
Missouri
$97K +$6.76K +205 +7%
PPC
549
Park Place Capital
Alabama
$93.3K -$8.88K -269 -8%
LC
550
Lindbrook Capital
California
$88K +$32.3K +980 +54%

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.