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Keurig Dr Pepper
KDP

Overview Fund Activity

695 hedge funds and large institutions have $30.2B invested in Keurig Dr Pepper in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 272 increasing their positions, 245 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+19
Holders Change %
+2.81%
% of All Funds
10.19%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
116
Increased
272
Reduced
245
Closed
86
Calls
$153M
Puts
$86.6M
Net Calls
+$66.2M
Net Calls Change
+$185M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.6B
2
Morgan Stanley
2
Morgan Stanley
New York
$646M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$340M
4
BlackRock
4
BlackRock
New York
$2.69B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.15B

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$311M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.3M
3
Boston Partners
3
Boston Partners
Massachusetts
$342M
4
Millennium Management
4
Millennium Management
New York
$63.8M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
651
Tortoise Investment Management
New York
$2.8K – – –
First Manhattan
652
First Manhattan
New York
$2.76K +$2.76K +82 New
IBOK
653
Independence Bank of Kentucky
Kentucky
$2.67K +$2.67K +80 New
AssetMark Inc
654
AssetMark Inc
California
$2.67K +$2.67K +80 New
SWM
655
Spire Wealth Management
Virginia
$2.52K -$14.2K -444 -85%
VAG
656
VisionPoint Advisory Group
Texas
$2.47K -$4.93K -148 -67%
DSC
657
Duncker Streett & Co
Missouri
$2.47K -$1.43K -43 -37%
NRG
658
Nemes Rush Group
Michigan
$2.4K – – –
Lazard Asset Management
659
Lazard Asset Management
New York
$2K – – –
VNIM
660
Vaughan Nelson Investment Management
Texas
$2K +$2K +59 New
LIWM
661
Long Island Wealth Management
New York
$2K +$2K +60 New
TC
662
Truvestments Capital
Florida
$2K – – –
DF
663
Dunhill Financial
United Kingdom
$1.96K +$1.96K +59 New
CWC
664
Carolinas Wealth Consulting
North Carolina
$1.9K +$800 +24 +73%
LF
665
Lee Financial
Texas
$1.83K +$1.83K +55 New
BWM
666
BKM Wealth Management
Wisconsin
$1.8K +$1.8K +54 New
S
667
Sachetta
Massachusetts
$1.7K +$1.7K +51 New
CP
668
Castleview Partners
Texas
$1.6K -$466 -14 -23%
BWM
669
Baystate Wealth Management
Massachusetts
$1.56K – – –
KFS
670
Kelly Financial Services
Massachusetts
$1.56K +$33 +1 +2%
SIC
671
SJS Investment Consulting
Ohio
$1.47K +$400 +12 +38%
M
672
MOTCO
Texas
$1.47K -$1.27K -38 -46%
SAM
673
Smartleaf Asset Management
Massachusetts
$1.43K +$1.43K +43 New
GI
674
Gradient Investments
Minnesota
$1K -$8.53K -256 -90%
DPW
675
DiNuzzo Private Wealth
Pennsylvania
$967 +$967 +29 New
25 26
27
28 29