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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
EWA
601
EverSource Wealth Advisors
Alabama
$98.2K +$11K +314 +14%
1IA
602
1620 Investment Advisors
Massachusetts
$98K +$3.62K +103 +4%
AIM
603
Anchor Investment Management
South Carolina
$96.2K
IA
604
IFP Advisors
Florida
$92K -$47.3K -1,346 -35%
Kovitz Investment Group Partners
605
Kovitz Investment Group Partners
Illinois
$91.3K +$432K +12,286 New
UCB
606
United Community Bank
South Carolina
$90K +$84.4K +2,400 New
HI
607
Harbour Investments
Wisconsin
$87.7K +$7.1K +202 +9%
AA
608
Alta Advisers
United Kingdom
$82.5K
AAP
609
Arax Advisory Partners
Colorado
$80.3K +$422 +12 +0.6%
SOW
610
State of Wyoming
Wyoming
$76.8K +$6.57K +187 +10%
CCA
611
Catalyst Capital Advisors
New York
$74.8K +$24K +684 +52%
CT
612
Colonial Trust
South Carolina
$72.1K -$2.43K -69 -3%
Federated Hermes
613
Federated Hermes
Pennsylvania
$71.8K +$5.59K +159 +9%
PFBT
614
Parkside Financial Bank & Trust
Missouri
$70.7K +$5.48K +156 +9%
Loomis, Sayles & Company
615
Loomis, Sayles & Company
Massachusetts
$70K +$5.38K +153 +9%
BGAI
616
Bruce G. Allen Investments
Colorado
$66.6K -$2.25K -64 -3%
CFO
617
CVA Family Office
Colorado
$63.3K +$387 +11 +0.7%
GRP
618
Global Retirement Partners
California
$62.3K +$17.6K +501 +43%
BIG
619
Brooklyn Investment Group
New York
$61.1K +$57.3K +1,630 New
TCOV
620
Trust Company of Vermont
Vermont
$59.6K +$3.02K +86 +6%
LSA
621
Leonteq Securities AG
Switzerland
$54.5K -$3.16K -90 -6%
CAM
622
Close Asset Management
United Kingdom
$54K
QC
623
Quent Capital
New York
$45.1K +$211 +6 +0.5%
RTC
624
Riverview Trust Company
Washington
$44.4K +$914 +26 +2%
HFS
625
Hantz Financial Services
Michigan
$39K

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.