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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
GC
576
Garde Capital
Washington
$102K +$101K +3,058 New
WTG
577
West Tower Group
Virginia
$100K
UB
578
UMB Bank
Missouri
$99.7K +$79.5K +2,396 +406%
AIM
579
Anchor Investment Management
South Carolina
$85.7K
1IA
580
1620 Investment Advisors
Massachusetts
$83.9K +$83.3K +2,511 New
QL
581
Quarry LP
New York
$83.1K +$40.6K +1,224 +97%
EWA
582
EverSource Wealth Advisors
Alabama
$79.1K +$31.2K +940 +69%
VWM
583
Venturi Wealth Management
Texas
$74.5K +$66.1K +1,993 +834%
AA
584
Alta Advisers
United Kingdom
$73.5K
HI
585
Harbour Investments
Wisconsin
$71.4K +$6.64K +200 +10%
AAP
586
Arax Advisory Partners
Colorado
$71.2K +$12.7K +384 +22%
T
587
TOBAM
France
$71K -$193K -5,810 -73%
CT
588
Colonial Trust
South Carolina
$66.6K +$2.49K +75 +4%
PTC
589
Private Trust Company
Ohio
$65.4K +$36.8K +1,108 +130%
SOW
590
State of Wyoming
Wyoming
$62.2K +$5.64K +170 +10%
BGAI
591
Bruce G. Allen Investments
Colorado
$61.5K +$23K +694 +61%
Federated Hermes
592
Federated Hermes
Pennsylvania
$58.7K +$10.4K +314 +22%
IAIM
593
International Assets Investment Management
Florida
$58.5K +$58.1K +1,751 New
Loomis, Sayles & Company
594
Loomis, Sayles & Company
Massachusetts
$58K +$57.2K +1,725 New
PFBT
595
Parkside Financial Bank & Trust
Missouri
$57.8K +$37.6K +1,134 +190%
CFO
596
CVA Family Office
Colorado
$56.1K +$531 +16 +1%
LS
597
Livforsakringsbolaget Skandia
Sweden
$54.2K
RIL
598
Rothschild Investment LLC
Illinois
$53.4K +$26.2K +790 +98%
MG
599
Mather Group
Illinois
$53.4K +$13K +392 +29%
HIIFS
600
Harel Insurance Investments & Financial Services
Israel
$52K +$50.7K +1,529 New

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.