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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
HOWA
551
Heritage Oak Wealth Advisors
Florida
$208K +$206K +6,215 New
SW
552
SVB Wealth
Massachusetts
$204K +$203K +6,109 New
AMG
553
Asset Management Group
Connecticut
$203K +$202K +6,082 New
EA
554
Everpar Advisors
Oklahoma
$203K +$202K +6,079 New
MSAM
555
Moloney Securities Asset Management
Missouri
$203K +$201K +6,070 New
SPC
556
Spirepoint Private Client
Florida
$201K -$19.3K -583 -9%
TSMHT
557
Thurston Springer Miller Herd & Titak
Indiana
$196K +$195K +5,875 New
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K
CIA
559
Citadel Investment Advisory
Ohio
$195K -$829 -25 -0.4%
QCG
560
Quadrant Capital Group
Ohio
$189K +$59.8K +1,803 +47%
Walleye Trading
561
Walleye Trading
New York
$186K -$559K -16,839 -75%
WT
562
Whittier Trust
California
$185K -$829 -25 -0.4%
FHA
563
First Horizon Advisors
Tennessee
$165K +$3.92K +118 +2%
SIM
564
Sentry Investment Management
Wisconsin
$156K -$31.8K -958 -17%
PS
565
Principal Securities
Iowa
$154K +$83.2K +2,508 +120%
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$135K +$39.7K +1,198 +42%
IA
567
IFP Advisors
Florida
$127K -$67K -2,019 -35%
KB
568
Kimelman & Baird
New York
$127K +$126K +3,789 New
HNB
569
Huntington National Bank
Ohio
$117K +$3.78K +114 +3%
ECM
570
Engine Capital Management
New York
$117K
WWP
571
WR Wealth Planners
Missouri
$111K +$1.26K +38 +1%
SAM
572
S.A. Mason
Michigan
$110K
Jones Financial Companies
573
Jones Financial Companies
Missouri
$108K +$80.7K +2,431 +303%
LC
574
Lindbrook Capital
California
$103K +$42.4K +1,277 +70%
BFEC
575
Benjamin F. Edwards & Company
Missouri
$102K +$45.8K +1,380 +83%

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.