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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
ME
626
McIlrath & Eck
Washington
$19.8K
RFG
627
RFP Financial Group
Georgia
$19.7K +$13K +393 +201%
M
628
MOTCO
Texas
$18.2K +$16.6K +500 +1,136%
SFCL
629
Strengthening Families & Communities LLC
Massachusetts
$18K +$5.61K +169 +45%
CA
630
CoreCap Advisors
Michigan
$17.2K +$17.1K +514 New
ST
631
Smithfield Trust
Pennsylvania
$17K
HCP
632
Hexagon Capital Partners
Arkansas
$16.8K -$7.03K -212 -30%
AWM
633
Avior Wealth Management
Nebraska
$14.9K -$38.8K -1,170 -72%
AF
634
Advisornet Financial
Minnesota
$14.5K +$3.05K +92 +27%
MMG
635
Monetary Management Group
Missouri
$14.2K
CT
636
Caldwell Trust
Florida
$13.7K
NL
637
NVWM LLC
Pennsylvania
$13.5K +$13.4K +403 New
RWMG
638
Redwood Wealth Management Group
New Jersey
$13.5K +$13.4K +405 New
CFGS
639
Concourse Financial Group Securities
Alabama
$13.3K +$1.46K +44 +13%
OA
640
Operose Advisors
Wisconsin
$12.5K
TFF
641
The Family Firm
Maryland
$12.1K +$12K +362 New
SIC
642
Salem Investment Counselors
North Carolina
$12.1K
CTC
643
Central Trust Company
Missouri
$11.7K
EBA
644
Eagle Bay Advisors
New York
$11.6K
CAS
645
Coppell Advisory Solutions
Texas
$11.4K +$11.3K +341 New
APC
646
Aspire Private Capital
North Carolina
$11.1K -$4.15K -125 -27%
UIA
647
Ulland Investment Advisors
Minnesota
$11K
NSIM
648
North Star Investment Management
Illinois
$10.7K
CA
649
Continuum Advisory
Idaho
$10.5K +$9.55K +288 +1,067%
TVWM
650
Tower View Wealth Management
Wisconsin
$10.2K +$66 +2 +0.7%

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.