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Keurig Dr Pepper

680 hedge funds and large institutions have $27.9B invested in Keurig Dr Pepper in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 344 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 171

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

37% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.5B)

5.1% more ownership

Funds ownership: 57.82%62.92% (+5.1%)

3% more funds holding

Funds holding: 660680 (+20)

46% less call options, than puts

Call options by funds: $141M | Put options by funds: $260M

Holders
680
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.79%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
93
Increased
344
Reduced
171
Closed
68
Calls
$141M
Puts
$260M
Net Calls
-$118M
Net Calls Change
+$54.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
651
Provenance Wealth Advisors
Florida
$2.78K +$2.9K +88 New
TIM
652
Tortoise Investment Management
New York
$2.65K
M
653
MOTCO
Texas
$2.59K +$1.25K +38 +86%
NRG
654
Nemes Rush Group
Michigan
$2.27K
Lazard Asset Management
655
Lazard Asset Management
New York
$2K -$17.5K -531 -88%
AW
656
Avion Wealth
Texas
$2K +$1.98K +60 +188%
CP
657
Castleview Partners
Texas
$1.96K -$693 -21 -25%
TC
658
Truvestments Capital
Florida
$1.89K +$1.98K +60 New
AF
659
Advisornet Financial
Minnesota
$1.55K -$4.59K -139 -74%
BWM
660
Baystate Wealth Management
Massachusetts
$1.47K +$66 +2 +5%
KFS
661
Kelly Financial Services
Massachusetts
$1.46K
AWA
662
Authentikos Wealth Advisory
California
$1.33K +$1.39K +42 New
SIC
663
SJS Investment Consulting
Ohio
$1.01K +$429 +13 +68%
CWC
664
Carolinas Wealth Consulting
North Carolina
$1K -$891 -27 -45%
CSB
665
City State Bank
Iowa
$1K +$825 +25 New
FMP
666
Financial Management Professionals
Texas
$1K +$1.49K +45 New
JFA
667
JNBA Financial Advisors
Minnesota
$948 +$990 +30 New
TFM
668
TFC Financial Management
Massachusetts
$916
ECM
669
Everence Capital Management
Indiana
$916 +$548K +16,600 +134%
MFT
670
Moisand Fitzgerald Tamayo
Florida
$758 +$792 +24 New
PCTC
671
Perkins Coie Trust Company
Washington
$694 +$726 +22 New
HCP
672
Hexagon Capital Partners
Arkansas
$631
UFF
673
USA Financial Formulas
Michigan
$505
WA
674
WestEnd Advisors
North Carolina
$410 +$429 +13 New
CA
675
Crewe Advisors
Utah
$316 +$330 +10 New

KDP Hedge Fund Activity: Q3 2023 in Review

680 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2023, worth a combined $27.9B — up 9.8% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new KDP positions and 68 closed out — a net gain of 25 holders — while 344 added to existing stakes and 171 trimmed.

The largest buyer was Capital World Investors, adding an estimated $451M. The largest seller was Man Group, exiting entirely with an estimated $180M sold.

  • 680 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2023, up from 660 in Q2 2023.
  • Funds reported $27.9B of Keurig Dr Pepper stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 93 funds opened new Keurig Dr Pepper positions in Q3 2023 and 68 closed out, a net change of +25 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2023 was Capital World Investors, an estimated $451M added.
  • The largest Keurig Dr Pepper seller in Q3 2023 was Man Group, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2023.