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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
CCA
576
Catalyst Capital Advisors
New York
$32.8K +$8.68K +263 +34%
PTC
577
Private Trust Company
Ohio
$31.3K +$924 +28 +3%
TWM
578
Tradition Wealth Management
Minnesota
$31K +$1.22K +37 +4%
C
579
Covestor
United Kingdom
$31K +$6.9K +209 +28%
GRP
580
Global Retirement Partners
California
$28.9K -$858 -26 -3%
LS
581
Livforsakringsbolaget Skandia
Sweden
$28.6K
GWM
582
Geneos Wealth Management
Colorado
$28.5K +$27K +818 +974%
QC
583
Quent Capital
New York
$27K -$5.15K -156 -15%
CMP
584
Coston McIsaac & Partners
Maine
$27K
AS
585
Altshuler Shaham
Israel
$25.8K -$11.5K -348 -30%
OIAM
586
OFI Invest Asset Management
France
$24.6K +$27.2K +824 New
RFA
587
Resurgent Financial Advisors
Georgia
$23.7K +$891 +27 +4%
MCM
588
Manchester Capital Management
Vermont
$22.4K +$2.84K +86 +14%
MA
589
MCF Advisors
Kentucky
$22.4K
NA
590
NewEdge Advisors
Louisiana
$20K +$1.22K +37 +6%
PK
591
Pflug Koory
Nebraska
$20K
BBHC
592
Brown Brothers Harriman & Co
New York
$18.6K +$19.5K +590 New
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$18.5K
FRA
594
Front Row Advisors
California
$18.3K -$3.23K -98 -15%
EWA
595
EverSource Wealth Advisors
Alabama
$18K +$7.42K +225 +65%
CTC
596
Central Trust Company
Missouri
$17K +$11.5K +350 +184%
PB
597
Pinnacle Bancorp
Nebraska
$16.6K
SWM
598
Spire Wealth Management
Virginia
$16.5K -$9.24K -280 -35%
CT
599
Caldwell Trust
Florida
$16.3K
ST
600
Smithfield Trust
Pennsylvania
$16K

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.