KDP icon

Keurig Dr Pepper
KDP

Overview Fund Activity

695 hedge funds and large institutions have $30.2B invested in Keurig Dr Pepper in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 272 increasing their positions, 245 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+19
Holders Change %
+2.81%
% of All Funds
10.19%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
116
Increased
272
Reduced
245
Closed
86
Calls
$153M
Puts
$86.6M
Net Calls
+$66.2M
Net Calls Change
+$185M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.6B
2
Morgan Stanley
2
Morgan Stanley
New York
$646M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$340M
4
BlackRock
4
BlackRock
New York
$2.69B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.15B

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$311M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.3M
3
Boston Partners
3
Boston Partners
Massachusetts
$342M
4
Millennium Management
4
Millennium Management
New York
$63.8M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
626
Abound Wealth Management
Tennessee
$7.07K -$1.23K -37 -15%
VCM
627
Versant Capital Management
Arizona
$6.96K -$2.33K -70 -25%
SFFS
628
Stonehage Fleming Financial Services
Jersey
$6.8K -$700 -21 -9%
EC
629
EntryPoint Capital
New York
$6.8K +$6.8K +204 New
RDFA
630
Ritter Daniher Financial Advisory
Ohio
$6.66K -$833 -25 -11%
RFG
631
RFP Financial Group
Georgia
$6.53K – – –
MRCM
632
M&R Capital Management
New Jersey
$5.66K – – –
CB
633
Community Bank
New York
$5.6K – – –
SSB
634
Sandy Spring Bank
Maryland
$5.33K – – –
OC
635
Oakworth Capital
Alabama
$5.23K +$5.23K +157 New
BG
636
Bollard Group
Massachusetts
$5K – – –
RCM
637
Raleigh Capital Management
North Carolina
$5K +$5K +150 New
CAM
638
Costello Asset Management
Pennsylvania
$4.5K – – –
SRCM
639
Signature Resources Capital Management
California
$4.27K +$4.27K +128 New
WBC
640
West Branch Capital
Massachusetts
$4.17K +$4.17K +125 New
CAL
641
Capital Advisors Ltd
Ohio
$4K -$3.04K -95 -43%
SSG
642
Summit Securities Group
New York
$4K -$1.61K -45 -29%
VNA
643
Valley National Advisers
Pennsylvania
$4K -$320 -10 -7%
AW
644
Avion Wealth
Texas
$4K +$828 +24 +26%
WB
645
Webster Bank
Connecticut
$4K – – –
MSFP
646
Mark Sheptoff Financial Planning
Connecticut
$3.73K – – –
ME
647
McIlrath & Eck
Washington
$3.5K +$3.5K +105 New
MSWM
648
McGlone Suttner Wealth Management
Wisconsin
$3.33K +$3.33K +100 New
CAL
649
Capital Analysts LLC
Pennsylvania
$3K +$3K +101 New
PWA
650
Provenance Wealth Advisors
Florida
$2.97K +$33 +1 +1%
24 25
26
27 28