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Keurig Dr Pepper
KDP

Overview Fund Activity

683 hedge funds and large institutions have $27.7B invested in Keurig Dr Pepper in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 265 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
-16
Holders Change %
-2.29%
% of All Funds
10.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
81
Increased
265
Reduced
246
Closed
84
Calls
$84M
Puts
$142M
Net Calls
-$58.4M
Net Calls Change
-$107M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.41B
2
Citadel Advisors
Citadel Advisors
Florida
$238M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
4
Capital World Investors
Capital World Investors
California
$1.44B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$140M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$932M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$778M
3
Millennium Management
Millennium Management
New York
$56.7M
4
Harris Associates
Harris Associates
Illinois
$15.9M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
651
Castleview Partners
Texas
$2.89K +$1.76K +50 +156%
VWM
652
Venturi Wealth Management
Texas
$2.75K +$2.75K +78 New
EWA
653
EverSource Wealth Advisors
Alabama
$2.72K -$12.2K -345 -82%
SC
654
Schubert & Co
Texas
$2.45K -$71 -2 -3%
PCM
655
Penserra Capital Management
California
$2K -$2.44M -92,893 -100%
Loomis, Sayles & Company
656
Loomis, Sayles & Company
Massachusetts
$2K -$30.9K -850 -94%
KFS
657
Kelly Financial Services
Massachusetts
$1.62K – – –
M
658
MOTCO
Texas
$1.55K – – –
BWM
659
Baystate Wealth Management
Massachusetts
$1.55K – – –
DI
660
Disciplined Investments
Oklahoma
$1.34K -$141 -4 -10%
SIC
661
SJS Investment Consulting
Ohio
$1.17K -$282 -8 -20%
CWC
662
Carolinas Wealth Consulting
North Carolina
$1.1K – – –
JFA
663
JNBA Financial Advisors
Minnesota
$1.02K +$1.02K +29 New
FMP
664
Financial Management Professionals
Texas
$1K +$1K +20 New
Commonwealth Equity Services
665
Commonwealth Equity Services
Massachusetts
$993 -$141 -4,003 -12%
SWA
666
SOA Wealth Advisors
New York
$882 – – –
WP
667
WealthPLAN Partners
Nebraska
$882 +$882 +25 New
FSWA
668
Financial Synergies Wealth Advisors
Texas
$777 – – –
HCP
669
Hexagon Capital Partners
Arkansas
$706 – – –
JWM
670
Janiczek Wealth Management
Colorado
$632 – – –
UFF
671
USA Financial Formulas
Michigan
$564 +$564 +16 New
ECM
672
Everence Capital Management
Indiana
$439 – – –
WA
673
WestEnd Advisors
North Carolina
$423 -$357 -10 Closed
BBHC
674
Brown Brothers Harriman & Co
New York
$388 +$388 +11 New
TWD
675
True Wealth Design
Ohio
$318 – – –
25 26
27
28 29