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Keurig Dr Pepper
KDP

724 hedge funds and large institutions have $29B invested in Keurig Dr Pepper in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 298 increasing their positions, 245 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 80

22% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 245

3% more funds holding

Funds holding: 700 → 724 (+24)

3.02% more ownership

Funds ownership: 64.96% → 67.99% (+3%)

0% more call options, than puts

Call options by funds: $155M | Put options by funds: $154M

4% less capital invested

Capital invested by funds: $30.3B → $29B (-$1.3B)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
724
Holders Change
+24
Holders Change %
+3.43%
% of All Funds
10.43%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
115
Increased
298
Reduced
245
Closed
80
Calls
$155M
Puts
$154M
Net Calls
+$313K
Net Calls Change
-$65.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$512M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$377M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
4
Citadel Advisors
Citadel Advisors
Florida
+$226M
5
BlackRock
BlackRock
New York
+$209M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$423M
2
Capital International Investors
Capital International Investors
California
-$364M
3
Morgan Stanley
Morgan Stanley
New York
-$242M
4
Norges Bank
Norges Bank
Norway
-$214M
5
Capital World Investors
Capital World Investors
California
-$131M
Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
626
ICA Group Wealth Management
Colorado
$14.1K +$31 +1 +0.2%
APC
627
Aspire Private Capital
North Carolina
$14K +$92 +3 +0.7%
GFPC
628
Global Financial Private Client
Florida
$14K +$4.96K +161 +56%
GI
629
GAMMA Investing
California
$13K -$9.48K -308 -42%
MMG
630
Monetary Management Group
Missouri
$13K – – –
GKIM
631
GW&K Investment Management
Massachusetts
$13K +$2.46K +80 +22%
CT
632
Caldwell Trust
Florida
$12.6K +$4.96K +161 +64%
OA
633
Operose Advisors
Wisconsin
$11.4K – – –
SIC
634
Salem Investment Counselors
North Carolina
$11.1K +$11.1K +359 New
SFCL
635
Strengthening Families & Communities LLC
Massachusetts
$11K -$24.8K -805 -68%
MA
636
MCF Advisors
Kentucky
$10.9K -$10.9K -353 -50%
CFGS
637
Concourse Financial Group Securities
Alabama
$10.9K +$985 +32 +10%
CTC
638
Central Trust Company
Missouri
$10.7K -$5.85K -190 -35%
JFG
639
Jefferies Financial Group
New York
$10.7K +$10.8K +350 New
EBA
640
Eagle Bay Advisors
New York
$10.7K +$10.6K +345 New
AF
641
Advisornet Financial
Minnesota
$10.5K +$277 +9 +3%
CTA
642
Colonial Trust Advisors
South Carolina
$10.3K +$10.3K +335 New
UIA
643
Ulland Investment Advisors
Minnesota
$10K -$36.5K -1,185 -79%
NSIM
644
North Star Investment Management
Illinois
$9.82K – – –
FFC
645
First Financial Corp
Indiana
$9.75K +$9.79K +318 New
TVWM
646
Tower View Wealth Management
Wisconsin
$9.33K +$62 +2 +0.7%
JWA
647
JFS Wealth Advisors
Pennsylvania
$9.32K -$4.71K -153 -33%
OLVIG
648
Oliver Lagore Vanvalin Investment Group
Michigan
$9.2K – – –
RFA
649
Register Financial Advisors
Georgia
$9.2K +$9.24K +300 New
WT
650
Washington Trust
Rhode Island
$8.8K +$8.84K +287 New
24 25
26
27 28

KDP Hedge Fund Activity: Q1 2024 in Review

724 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q1 2024, worth a combined $29B — down 4.3% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KDP positions and 80 closed out — a net gain of 35 holders — while 298 added to existing stakes and 245 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $512M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $423M.

  • 724 institutional investors held Keurig Dr Pepper (KDP) as of Q1 2024, up from 700 in Q4 2023.
  • Funds reported $29B of Keurig Dr Pepper stock for Q1 2024, down 4.3% quarter-over-quarter.
  • 115 funds opened new Keurig Dr Pepper positions in Q1 2024 and 80 closed out, a net change of +35 holders.
  • The largest Keurig Dr Pepper buyer in Q1 2024 was Fidelity Investments, an estimated $512M added.
  • The largest Keurig Dr Pepper seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $423M sold.

Based on aggregated 13F filings for Q1 2024.