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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
APC
601
Aspire Private Capital
North Carolina
$14.3K -$8.54K -259 -36%
MHR
602
Matthew Hamilton Rosenberg
$14.3K
MCM
603
MV Capital Management
Maryland
$14.1K +$6.3K +191 +75%
MMG
604
Monetary Management Group
Missouri
$13.4K
PWMG
605
Prestige Wealth Management Group
New Jersey
$13.4K +$7.42K +225 +114%
RTC
606
Riverview Trust Company
Washington
$13.4K
HPC
607
HM Payson & Co
Maine
$11.5K +$12K +365 New
GKIM
608
GW&K Investment Management
Massachusetts
$11K +$1.09K +33 +10%
HWP
609
Hibernia Wealth Partners
Louisiana
$10.8K +$11.3K +342 New
RTL
610
Red Tortoise LLC
Georgia
$10.3K -$330 -10 -3%
GBT
611
Grove Bank & Trust
Florida
$9.69K +$10.1K +307 New
OLVIG
612
Oliver Lagore Vanvalin Investment Group
Michigan
$9.47K
RFA
613
Register Financial Advisors
Georgia
$9.47K
GI
614
Gradient Investments
Minnesota
$9.03K
BTI
615
Blue Trust Inc
Georgia
$9K +$5.94K +180 +171%
SC
616
Sawyer & Company
Massachusetts
$9K +$9.9K +300 New
TVWM
617
Tower View Wealth Management
Wisconsin
$9K +$9.9K +300 New
GFPC
618
Global Financial Private Client
Florida
$8.99K
VCM
619
Versant Capital Management
Arizona
$8.81K -$396 -12 -4%
SWA
620
Sutton Wealth Advisors
Florida
$8.71K +$4.55K +138 +100%
WTA
621
Washington Trust Advisors
Massachusetts
$8.59K +$1.85K +56 +26%
NS
622
NBC Securities
Alabama
$8K +$8.38K +254 New
AWM
623
Abound Wealth Management
Tennessee
$7.87K -$1.32K -40 -14%
EARNEST Partners
624
EARNEST Partners
Georgia
$7.74K
VWM
625
Venturi Wealth Management
Texas
$7.42K +$4.92K +149 +173%

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.