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Keurig Dr Pepper

739 hedge funds and large institutions have $36.5B invested in Keurig Dr Pepper in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 348 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $188M | Put options by funds: $104M

55% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 225

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 71

13% more capital invested

Capital invested by funds: $32.2B → $36.5B (+$4.32B)

2% more funds holding

Funds holding: 728739 (+11)

0.74% more ownership

Funds ownership: 71.1%71.84% (+0.74%)

Holders
739
Holders Change
+11
Holders Change %
+1.51%
% of All Funds
10.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
91
Increased
348
Reduced
225
Closed
71
Calls
$188M
Puts
$104M
Net Calls
+$84.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ABLA
576
Alan B. Lancz & Associates
Ohio
$210K +$197K +5,600 New
LWCFA
577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$210K
VFA
578
Voya Financial Advisors
Connecticut
$209K +$196K +5,572 New
WT
579
Whittier Trust
California
$208K
WW
580
Westshore Wealth
California
$205K +$192K +5,469 New
GM
581
GeoWealth Management
Illinois
$203K +$190K +5,403 New
SA
582
SL Advisors
New Jersey
$195K +$182K +5,190 New
SCM
583
Sterling Capital Management
North Carolina
$175K +$164K +4,676 New
SIM
584
Sentry Investment Management
Wisconsin
$175K
HIIFS
585
Harel Insurance Investments & Financial Services
Israel
$174K +$109K +3,103 +203%
GI
586
GAMMA Investing
California
$162K +$105K +3,000 +227%
MPWT
587
MassMutual Private Wealth & Trust
Connecticut
$152K -$35 -1 -0%
WWP
588
WR Wealth Planners
Missouri
$151K +$25.3K +721 +22%
UB
589
UMB Bank
Missouri
$151K +$36.5K +1,039 +35%
HNB
590
Huntington National Bank
Ohio
$148K +$15.3K +435 +12%
FFA
591
Farther Finance Advisors
California
$139K -$225K -6,408 -63%
KB
592
Kimelman & Baird
New York
$134K -$7.38K -210 -6%
SAM
593
Smartleaf Asset Management
Massachusetts
$131K +$99.5K +2,829 +420%
BTI
594
Blue Trust Inc
Georgia
$126K +$103K +2,917 +344%
SAM
595
S.A. Mason
Michigan
$124K
GC
596
Garde Capital
Washington
$115K
WTG
597
West Tower Group
Virginia
$112K
PTC
598
Private Trust Company
Ohio
$111K +$35.4K +1,008 +51%
LC
599
Lindbrook Capital
California
$109K -$6.71K -191 -6%
MG
600
Mather Group
Illinois
$107K +$39.1K +1,111 +64%

KDP Hedge Fund Activity: Q3 2024 in Review

739 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2024, worth a combined $36.5B — up 13% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new KDP positions and 71 closed out — a net gain of 20 holders — while 348 added to existing stakes and 225 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was Capital International Investors, cutting an estimated $958M.

  • 739 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2024, up from 728 in Q2 2024.
  • Funds reported $36.5B of Keurig Dr Pepper stock for Q3 2024, up 13% quarter-over-quarter.
  • 91 funds opened new Keurig Dr Pepper positions in Q3 2024 and 71 closed out, a net change of +20 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2024 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Keurig Dr Pepper seller in Q3 2024 was Capital International Investors, an estimated $958M sold.

Based on aggregated 13F filings for Q3 2024.