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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
LSA
601
Leonteq Securities AG
Switzerland
$51.5K +$9.55K +288 +23%
TCOV
602
Trust Company of Vermont
Vermont
$50.3K -$24.9K -750 -33%
CAM
603
Close Asset Management
United Kingdom
$48K
GI
604
GAMMA Investing
California
$44.1K +$29.7K +894 +210%
CCA
605
Catalyst Capital Advisors
New York
$43.9K -$796 -24 -2%
QC
606
Quent Capital
New York
$40K +$4.78K +144 +14%
GRP
607
Global Retirement Partners
California
$38.8K +$15K +452 +64%
RTC
608
Riverview Trust Company
Washington
$38.7K +$38.4K +1,158 New
HFS
609
Hantz Financial Services
Michigan
$35K
OIAM
610
OFI Invest Asset Management
France
$34K +$6.2K +187 +21%
BIA
611
Bell Investment Advisors
California
$33.3K +$1.09K +33 +3%
JWM
612
Janiczek Wealth Management
Colorado
$32.2K +$3.05K +92 +11%
BF
613
BOK Financial
Oklahoma
$32.1K -$12.8K -385 -29%
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$29.6K +$9.99K +301 +51%
CMP
615
Coston McIsaac & Partners
Maine
$29K
SS
616
Sunbelt Securities
Texas
$27.4K -$12.2K -368 -31%
WTC
617
WhitTier Trust Company
Nevada
$26.6K +$22.7K +685 +617%
BTI
618
Blue Trust Inc
Georgia
$26K +$21.3K +643 +312%
MCM
619
Manchester Capital Management
Vermont
$24.7K +$2.12K +64 +9%
MCM
620
MV Capital Management
Maryland
$24.5K +$7.93K +239 +48%
C
621
Covestor
United Kingdom
$24K +$332 +10 +1%
SAM
622
Smartleaf Asset Management
Massachusetts
$23K +$19.3K +582 +640%
GKIM
623
GW&K Investment Management
Massachusetts
$22K +$7.2K +217 +49%
CWP
624
Concord Wealth Partners
Virginia
$20.9K -$10.8K -327 -34%
CA
625
Crewe Advisors
Utah
$20.8K

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.