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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
HCP
626
Hexagon Capital Partners
Arkansas
$38.7K +$18.6K +530 +106%
BIA
627
Bell Investment Advisors
California
$36.8K -$562 -16 -2%
MCM
628
MV Capital Management
Maryland
$36.1K +$8.02K +228 +31%
BF
629
BOK Financial
Oklahoma
$35.7K +$457 +13 +1%
RIL
630
Rothschild Investment LLC
Illinois
$34.8K -$23.6K -671 -42%
KC
631
Kepos Capital
New York
$32K +$30.1K +856 New
LI
632
LRI Investments
Florida
$30.8K +$32.4K +922 New
VWM
633
Venturi Wealth Management
Texas
$29.4K -$50.9K -1,448 -65%
SS
634
Sunbelt Securities
Texas
$29.2K -$1.51K -43 -5%
WTC
635
WhitTier Trust Company
Nevada
$28.5K -$1.23K -35 -4%
MCM
636
Manchester Capital Management
Vermont
$27.7K +$35 +1 +0.1%
C
637
Covestor
United Kingdom
$27K -$281 -8 -1%
GKIM
638
GW&K Investment Management
Massachusetts
$27K +$1.97K +56 +9%
ATS
639
Ashton Thomas Securities
New York
$25.3K +$23.8K +676 New
PK
640
Pflug Koory
Nebraska
$23.7K +$22.3K +633 New
CWP
641
Concord Wealth Partners
Virginia
$23.6K +$105 +3 +0.5%
CA
642
Crewe Advisors
Utah
$23.4K
FMII
643
Farmers & Merchants Investments Inc
Nebraska
$22K -$10.5K -300 -34%
CA
644
Continuum Advisory
Idaho
$21.7K +$11.7K +334 +106%
AF
645
Advisornet Financial
Minnesota
$21.4K +$4.82K +137 +32%
LFG
646
Larson Financial Group
Missouri
$21.3K +$15.7K +448 +370%
TFIPS
647
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.6K +$19.3K +550 New
NFSG
648
Newbridge Financial Services Group
Florida
$20.5K +$19.3K +548 New
SFCL
649
Strengthening Families & Communities LLC
Massachusetts
$20.4K +$70 +2 +0.4%
M
650
MOTCO
Texas
$20.4K

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.