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Keurig Dr Pepper

728 hedge funds and large institutions have $32.2B invested in Keurig Dr Pepper in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 319 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $179M | Put options by funds: $119M

38% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 232

19% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 90

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.25B)

3.12% more ownership

Funds ownership: 67.99%71.1% (+3.1%)

1% more funds holding

Funds holding: 724728 (+4)

Holders
728
Holders Change
+4
Holders Change %
+0.55%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
107
Increased
319
Reduced
232
Closed
90
Calls
$179M
Puts
$119M
Net Calls
+$60.6M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
651
Register Financial Advisors
Georgia
$10K
GFPC
652
Global Financial Private Client
Florida
$9.62K -$5.34K -161 -36%
WT
653
Washington Trust
Rhode Island
$9.59K
SP
654
SWS Partners
Ohio
$9.12K +$9.06K +273 New
GIA
655
GHP Investment Advisors
Colorado
$9.09K +$9.03K +272 New
JWA
656
JFS Wealth Advisors
Pennsylvania
$8.55K -$1.59K -48 -16%
ACM
657
Accent Capital Management
Ohio
$8.35K
NS
658
NBC Securities
Alabama
$8K
FMP
659
Financial Management Professionals
Texas
$8K +$1.03K +31 +15%
OC
660
Oakworth Capital
Alabama
$7.82K +$2.56K +77 +49%
ACM
661
Anfield Capital Management
California
$7.78K +$7.73K +233 New
AWM
662
Abound Wealth Management
Tennessee
$7.52K +$564 +17 +8%
BCMLT
663
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.45K
GJIA
664
Glass Jacobson Investment Advisors
Maryland
$7.21K
PB
665
Pinnacle Bancorp
Nebraska
$7.01K
RCM
666
Raleigh Capital Management
North Carolina
$7.01K +$2.82K +85 +68%
OWA
667
Opal Wealth Advisors
New York
$7.01K +$6.97K +210 New
HGERS
668
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7.27K +219 New
VCM
669
Versant Capital Management
Arizona
$6.98K
RDFA
670
Ritter Daniher Financial Advisory
Ohio
$6.68K
MAM
671
Meeder Asset Management
Ohio
$6.55K -$398 -12 -6%
TIM
672
Tortoise Investment Management
New York
$6.15K +$3.32K +100 +119%
SSG
673
Summit Securities Group
New York
$6K -$326K -9,821 -98%
GJWM
674
Gilliland Jeter Wealth Management
Arkansas
$5.84K
MRCM
675
M&R Capital Management
New Jersey
$5.68K

KDP Hedge Fund Activity: Q2 2024 in Review

728 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q2 2024, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KDP positions and 90 closed out — a net gain of 17 holders — while 319 added to existing stakes and 232 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $400M. The largest seller was Holocene Advisors, exiting entirely with an estimated $203M sold.

  • 728 institutional investors held Keurig Dr Pepper (KDP) as of Q2 2024, up from 724 in Q1 2024.
  • Funds reported $32.2B of Keurig Dr Pepper stock for Q2 2024, up 11% quarter-over-quarter.
  • 107 funds opened new Keurig Dr Pepper positions in Q2 2024 and 90 closed out, a net change of +17 holders.
  • The largest Keurig Dr Pepper buyer in Q2 2024 was Fidelity Investments, an estimated $400M added.
  • The largest Keurig Dr Pepper seller in Q2 2024 was Holocene Advisors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2024.