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Keurig Dr Pepper
KDP

Overview Fund Activity

637 hedge funds and large institutions have $27.1B invested in Keurig Dr Pepper in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 286 increasing their positions, 185 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
85
Increased
286
Reduced
185
Closed
73
Calls
$120M
Puts
$60.3M
Net Calls
+$59.9M
Net Calls Change
+$48.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$782M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.48B
3
PFO
Pathstone Family Office
New Jersey
$173M
4
BlackRock
BlackRock
New York
$2.42B
5
State Street
State Street
Massachusetts
$1.29B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.42B
2
Harris Associates
Harris Associates
Illinois
$556M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.35B
4
Capital World Investors
Capital World Investors
California
$1.42B
5
Franklin Resources
Franklin Resources
California
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
601
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
RMC
602
Resources Management Corp
Connecticut
$4K – – –
EW
603
Evoke Wealth
California
$4K – – –
AF
604
Advisornet Financial
Minnesota
$4K +$2.8K +70 +233%
NFSG
605
Newbridge Financial Services Group
Florida
$4K +$4K +109 New
AssetMark Inc
606
AssetMark Inc
California
$3K -$29.5K -884 -91%
TIM
607
Tortoise Investment Management
New York
$3K – – –
SC
608
Schubert & Co
Texas
$3K +$684 +18 +30%
OIA
609
Optimum Investment Advisors
Illinois
$3K +$3K +89 New
Loomis, Sayles & Company
610
Loomis, Sayles & Company
Massachusetts
$2K – – –
TFA
611
Toth Financial Advisory
Virginia
$2K – – –
BWM
612
Baystate Wealth Management
Massachusetts
$2K – – –
SFO
613
Standard Family Office
South Dakota
$2K – – –
AA
614
Addison Advisors
Vermont
$2K – – –
HR
615
Howe & Rusling
New York
$2K +$276 +8 +16%
DI
616
Disciplined Investments
Oklahoma
$2K +$333 +8 +20%
MCM
617
MV Capital Management
Maryland
$2K +$1.44K +36 +257%
M
618
MOTCO
Texas
$2K +$2K +44 New
CP
619
Castleview Partners
Texas
$2K +$2K +44 New
KFS
620
Kelly Financial Services
Massachusetts
$1.62K – – –
AIC
621
Archer Investment Corporation
Indiana
$1.15K +$1.15K +32 New
GWM
622
Geneos Wealth Management
Colorado
$1K -$1.8K -90 -64%
HI
623
Hudock Inc
Pennsylvania
$1K – – –
JWM
624
Janiczek Wealth Management
Colorado
$1K – – –
UFF
625
USA Financial Formulas
Michigan
$1K – – –
23 24
25
26 27