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Keurig Dr Pepper

739 hedge funds and large institutions have $36.5B invested in Keurig Dr Pepper in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 348 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $188M | Put options by funds: $104M

55% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 225

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 71

13% more capital invested

Capital invested by funds: $32.2B → $36.5B (+$4.32B)

2% more funds holding

Funds holding: 728739 (+11)

0.74% more ownership

Funds ownership: 71.1%71.84% (+0.74%)

Holders
739
Holders Change
+11
Holders Change %
+1.51%
% of All Funds
10.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
91
Increased
348
Reduced
225
Closed
71
Calls
$188M
Puts
$104M
Net Calls
+$84.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
526
Coldstream Capital Management
Washington
$329K +$58.4K +1,660 +23%
AWM
527
AE Wealth Management
Kansas
$327K +$4.08K +116 +1%
MPM
528
MBB Public Markets
Illinois
$324K -$2.38M -67,749 -89%
CAM
529
Chesapeake Asset Management
New York
$322K -$4.71K -134 -2%
BCA
530
Bay Colony Advisors
Massachusetts
$320K +$10.5K +300 +4%
SF
531
Summit Financial
New Jersey
$319K +$12.7K +362 +4%
BWP
532
BSW Wealth Partners
Colorado
$317K +$8.16K +232 +3%
LSAG
533
Lake Street Advisors Group
New Hampshire
$314K +$33.2K +945 +13%
WFI
534
West Family Investments
California
$310K +$291K +8,268 New
OTL
535
Oak Thistle LLC
New York
$308K +$289K +8,210 New
CI
536
CX Institutional
Indiana
$305K +$9.95K +283 +4%
William Blair & Company
537
William Blair & Company
Illinois
$301K +$53.4K +1,518 +23%
AFA
538
AA Financial Advisors
Ohio
$298K
CCP
539
Carmel Capital Partners
California
$298K +$279K +7,944 New
DWT
540
Dorsey & Whitney Trust
South Dakota
$296K +$19.4K +552 +8%
KPWS
541
Kestra Private Wealth Services
Texas
$291K -$19K -541 -7%
SI
542
Stephens Inc
Arkansas
$281K -$14.6K -416 -5%
OCG
543
Opus Capital Group
Ohio
$278K -$1.16K -33 -0.4%
FHB
544
First Hawaiian Bank
Hawaii
$278K +$39.1K +1,113 +18%
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
$275K -$45.1K -1,283 -15%
NFGCM
546
Norman Fields Gottscho Capital Management
New York
$270K +$253K +7,200 New
QP
547
Quilter Plc
United Kingdom
$270K -$253K -7,200 -50%
PMAM
548
Penn Mutual Asset Management
Pennsylvania
$262K
CLA
549
Carnegie Lake Advisors
New Jersey
$262K +$246K +7,000 New
Jones Financial Companies
550
Jones Financial Companies
Missouri
$262K +$132K +3,763 +116%

KDP Hedge Fund Activity: Q3 2024 in Review

739 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2024, worth a combined $36.5B — up 13% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new KDP positions and 71 closed out — a net gain of 20 holders — while 348 added to existing stakes and 225 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was Capital International Investors, cutting an estimated $958M.

  • 739 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2024, up from 728 in Q2 2024.
  • Funds reported $36.5B of Keurig Dr Pepper stock for Q3 2024, up 13% quarter-over-quarter.
  • 91 funds opened new Keurig Dr Pepper positions in Q3 2024 and 71 closed out, a net change of +20 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2024 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Keurig Dr Pepper seller in Q3 2024 was Capital International Investors, an estimated $958M sold.

Based on aggregated 13F filings for Q3 2024.