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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
JWM
626
Janiczek Wealth Management
Colorado
$7.36K +$3.96K +120 +106%
RDFA
627
Ritter Daniher Financial Advisory
Ohio
$7.1K +$7.42K +225 New
SFFS
628
Stonehage Fleming Financial Services
Jersey
$7.1K
VAG
629
VisionPoint Advisory Group
Texas
$7.01K -$2.34K -71 -24%
CAL
630
Capital Advisors Ltd
Ohio
$7K +$7.26K +220 New
GJIA
631
Glass Jacobson Investment Advisors
Maryland
$6.82K
TJHA
632
Thomas J. Herzfeld Advisors
Florida
$6.6K
CCM
633
Chilton Capital Management
Texas
$6.31K
RFG
634
RFP Financial Group
Georgia
$6.19K
ANBT
635
American National Bank & Trust
Texas
$5.87K +$6.14K +186 New
MRCM
636
M&R Capital Management
New Jersey
$5.37K
CB
637
Community Bank
New York
$5.3K
SSB
638
Sandy Spring Bank
Maryland
$5.05K
SSG
639
Summit Securities Group
New York
$5K -$193K -5,843 -97%
OP
640
ORG Partners
Indiana
$4.61K -$533K -16,170 -99%
CAM
641
Costello Asset Management
Pennsylvania
$4.26K +$4.45K +135 New
BG
642
Bollard Group
Massachusetts
$4K
SIA
643
SkyView Investment Advisors
New Jersey
$4K +$2.05K +62 +117%
VNA
644
Valley National Advisers
Pennsylvania
$4K +$2.47K +75 +125%
WB
645
Webster Bank
Connecticut
$3.79K
DSC
646
Duncker Streett & Co
Missouri
$3.69K
MSFP
647
Mark Sheptoff Financial Planning
Connecticut
$3.54K
JWA
648
JFS Wealth Advisors
Pennsylvania
$3.22K -$2.64K -80 -44%
SFG
649
Steward Financial Group
Texas
$3K +$3.17K +96 New
CFGS
650
Concourse Financial Group Securities
Alabama
$2.95K -$99 -3 -3%

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.