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Keurig Dr Pepper
KDP

549 hedge funds and large institutions have $26.4B invested in Keurig Dr Pepper in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 221 increasing their positions, 132 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 48

67% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 132

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

14% more capital invested

Capital invested by funds: $23.1B → $26.4B (+$3.26B)

11% more call options, than puts

Call options by funds: $57.5M | Put options by funds: $51.6M

11% more funds holding

Funds holding: 494 → 549 (+55)

2.73% more ownership

Funds ownership: 47.79% → 50.52% (+2.7%)

Holders
549
Holders Change
+55
Holders Change %
+11.13%
% of All Funds
8.45%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
107
Increased
221
Reduced
132
Closed
48
Calls
$57.5M
Puts
$51.6M
Net Calls
+$5.91M
Net Calls Change
-$85.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$550M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$548M
3
BlackRock
BlackRock
New York
+$243M
4
PI
Putnam Investments
Massachusetts
+$128M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$104M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$322M
2
N
Nuveen
North Carolina
-$156M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$122M
4
WT
Wellcome Trust
United Kingdom
-$122M
5
CGC
Continental Grain Company
New York
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
576
Synovus Financial
Georgia
– -$235K -6,893 Closed
Nomura Holdings
577
Nomura Holdings
Japan
– -$203K -6,100 Closed
1832 Asset Management
578
1832 Asset Management
Ontario, Canada
– -$180K -5,175 Closed
OSAM
579
O'Shaughnessy Asset Management
Connecticut
– -$38K -1,110 Closed
MCM
580
MV Capital Management
Maryland
– -$32K -930 Closed
AP
581
Arlington Partners
Alabama
– -$16K -470 Closed
MAM
582
Meeder Asset Management
Ohio
– -$14K -405 Closed
UAML
583
US Asset Management LLC
Pennsylvania
– -$12K -355 Closed
JCM
584
Jacobi Capital Management
Pennsylvania
– -$10K -304 Closed
WLPWM
585
Walled Lake Planning & Wealth Management
Illinois
– -$9K -254 Closed
MMG
586
Monetary Management Group
Missouri
– -$4K -125 Closed
BC
587
Bartlett & Co
Ohio
– -$3K -88 Closed
BCWM
588
Bartlett & Co Wealth Management
Ohio
– -$3.02K -88 Closed
GRP
589
Global Retirement Partners
California
– -$2K -60 Closed
PMFA
590
Plante Moran Financial Advisors
Michigan
– -$2K -60 Closed
FFWM
591
Future Financial Wealth Management
Ohio
– +$35 +1 New
CAL
592
Capital Advisors Ltd
Ohio
– +$388 +11 New
CWS
593
Confluence Wealth Services
Pennsylvania
– +$423 +12 New
RK
594
Rather & Kittrell
Tennessee
– +$882 +25 New
20 21 22 23
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KDP Hedge Fund Activity: Q4 2021 in Review

549 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2021, worth a combined $26.4B — up 14% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KDP positions and 48 closed out — a net gain of 59 holders — while 221 added to existing stakes and 132 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $550M. The largest seller was Wells Fargo, cutting an estimated $322M.

  • 549 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2021, up from 494 in Q3 2021.
  • Funds reported $26.4B of Keurig Dr Pepper stock for Q4 2021, up 14% quarter-over-quarter.
  • 107 funds opened new Keurig Dr Pepper positions in Q4 2021 and 48 closed out, a net change of +59 holders.
  • The largest Keurig Dr Pepper buyer in Q4 2021 was Boston Partners, an estimated $550M added.
  • The largest Keurig Dr Pepper seller in Q4 2021 was Wells Fargo, an estimated $322M sold.

Based on aggregated 13F filings for Q4 2021.