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Keurig Dr Pepper
KDP

Overview Fund Activity

676 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, 341 increasing their positions, 171 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+21
Holders Change %
+3.21%
% of All Funds
10.78%
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
341
Reduced
171
Closed
67
Calls
$141M
Puts
$260M
Net Calls
-$118M
Net Calls Change
+$54.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.98B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.92B
3
Holocene Advisors
3
Holocene Advisors
New York
$203M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.59B
5
BlackRock
5
BlackRock
New York
$2.41B

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$143M
2
Ameriprise
2
Ameriprise
Minnesota
$69.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$163M
4
Squarepoint
4
Squarepoint
New York
$862K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
651
Lazard Asset Management
New York
$2K -$14.8K -531 -88%
AW
652
Avion Wealth
Texas
$2K +$1.3K +60 +188%
CP
653
Castleview Partners
Texas
$1.96K -$663 -21 -25%
TC
654
Truvestments Capital
Florida
$1.89K +$1.89K +60 New
AF
655
Advisornet Financial
Minnesota
$1.55K -$4.39K -139 -74%
BWM
656
Baystate Wealth Management
Massachusetts
$1.47K +$64 +2 +5%
KFS
657
Kelly Financial Services
Massachusetts
$1.46K – – –
AWA
658
Authentikos Wealth Advisory
California
$1.33K +$1.33K +42 New
SIC
659
SJS Investment Consulting
Ohio
$1.01K +$411 +13 +68%
CWC
660
Carolinas Wealth Consulting
North Carolina
$1K -$819 -27 -45%
CSB
661
City State Bank
Iowa
$1K +$1K +25 New
FMP
662
Financial Management Professionals
Texas
$1K +$1K +45 New
JFA
663
JNBA Financial Advisors
Minnesota
$948 +$948 +30 New
TFM
664
TFC Financial Management
Massachusetts
$916 – – –
ECM
665
Everence Capital Management
Indiana
$916 +$524 +16,600 +134%
MFT
666
Moisand Fitzgerald Tamayo
Florida
$758 +$758 +24 New
PCTC
667
Perkins Coie Trust Company
Washington
$694 +$694 +22 New
HCP
668
Hexagon Capital Partners
Arkansas
$631 – – –
UFF
669
USA Financial Formulas
Michigan
$505 – – –
WA
670
WestEnd Advisors
North Carolina
$410 +$410 +13 New
CA
671
Crewe Advisors
Utah
$316 +$316 +10 New
TWP
672
TFO Wealth Partners
Ohio
$313 +$157 +5 +100%
TWD
673
True Wealth Design
Ohio
$285 – – –
IRC
674
Investors Research Corp
Georgia
$253 – – –
ACA
675
Atlas Capital Advisors
Wyoming
$220 – – –
25 26
27
28 29