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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 %
CFO
551
CVA Family Office
Colorado
$72.5K +$72.5K +2,176 New
PS
552
Principal Securities
Iowa
$71.5K +$71.5K +2,147 New
HI
553
Harbour Investments
Wisconsin
$67.6K +$7.33K +220 +12%
AF
554
Allworth Financial
California
$63.9K +$7.4K +222 +13%
TCOV
555
Trust Company of Vermont
Vermont
$59.4K -$8.16K -245 -12%
AAP
556
Arax Advisory Partners
Colorado
$57.8K +$433 +13 +0.8%
SOW
557
State of Wyoming
Wyoming
$55.6K +$10.3K +308 +23%
BFEC
558
Benjamin F. Edwards & Company
Missouri
$55K +$55K +1,654 New
LS
559
Livforsakringsbolaget Skandia
Sweden
$53.8K +$23.8K +715 +79%
CT
560
Colonial Trust
South Carolina
$52.7K -$5.86K -176 -10%
UIA
561
Ulland Investment Advisors
Minnesota
$50K +$50K +1,500 New
TFIPS
562
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.6K +$46.6K +1,400 New
RIL
563
Rothschild Investment LLC
Illinois
$44.3K +$44.3K +1,330 New
CCA
564
Catalyst Capital Advisors
New York
$43.7K +$9.13K +274 +26%
CAM
565
Close Asset Management
United Kingdom
$42K -$33.6K -1,018 -44%
SFCL
566
Strengthening Families & Communities LLC
Massachusetts
$39.3K +$300 +9 +0.8%
BF
567
BOK Financial
Oklahoma
$37.8K -$5.6K -168 -13%
HFS
568
Hantz Financial Services
Michigan
$35K – – –
BGAI
569
Bruce G. Allen Investments
Colorado
$34K +$34K +1,020 New
BIA
570
Bell Investment Advisors
California
$32.7K -$3.47K -104 -10%
TWM
571
Tradition Wealth Management
Minnesota
$32K -$599 -18 -2%
CWP
572
Concord Wealth Partners
Virginia
$31.7K -$20.7K -621 -40%
QC
573
Quent Capital
New York
$30K +$1.5K +45 +5%
PTC
574
Private Trust Company
Ohio
$29.9K -$3.13K -94 -9%
TCWA
575
Turtle Creek Wealth Advisors
Texas
$29.5K +$29.5K +885 New
21 22
23
24 25