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Keurig Dr Pepper

739 hedge funds and large institutions have $36.5B invested in Keurig Dr Pepper in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 348 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $188M | Put options by funds: $104M

55% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 225

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 71

13% more capital invested

Capital invested by funds: $32.2B → $36.5B (+$4.32B)

2% more funds holding

Funds holding: 728739 (+11)

0.74% more ownership

Funds ownership: 71.1%71.84% (+0.74%)

Holders
739
Holders Change
+11
Holders Change %
+1.51%
% of All Funds
10.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
91
Increased
348
Reduced
225
Closed
71
Calls
$188M
Puts
$104M
Net Calls
+$84.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
651
Smithfield Trust
Pennsylvania
$20K
CPA
652
Capital Performance Advisors
California
$19.5K +$18.2K +519 New
NAAA
653
New Age Alpha Advisors
New York
$17.6K +$16.5K +470 New
AWM
654
Avior Wealth Management
Nebraska
$17.1K +$281 +8 +2%
CA
655
CoreCap Advisors
Michigan
$16.8K -$2.35K -67 -13%
MMG
656
Monetary Management Group
Missouri
$15.9K
CTC
657
Central Trust Company
Missouri
$14.1K +$949 +27 +8%
OA
658
Operose Advisors
Wisconsin
$14K
EBA
659
Eagle Bay Advisors
New York
$13K
CAS
660
Coppell Advisory Solutions
Texas
$12.8K
APC
661
Aspire Private Capital
North Carolina
$12.6K +$70 +2 +0.6%
BFPW
662
BOK Financial Private Wealth
Colorado
$12.1K +$11.3K +322 New
NSIM
663
North Star Investment Management
Illinois
$12K +$35 +1 +0.3%
UIA
664
Ulland Investment Advisors
Minnesota
$12K
AWM
665
Abound Wealth Management
Tennessee
$11.7K +$3.09K +88 +39%
TVWM
666
Tower View Wealth Management
Wisconsin
$11.6K +$105 +3 +1%
GFPC
667
Global Financial Private Client
Florida
$10.8K
JWA
668
JFS Wealth Advisors
Pennsylvania
$9.78K +$176 +5 +2%
RCM
669
Raleigh Capital Management
North Carolina
$9.52K +$1.55K +44 +21%
ACM
670
Accent Capital Management
Ohio
$9.43K
CT
671
Caldwell Trust
Florida
$9.37K -$5.66K -161 -39%
MAM
672
Meeder Asset Management
Ohio
$9.37K +$1.9K +54 +28%
NS
673
NBC Securities
Alabama
$9K
FMP
674
Financial Management Professionals
Texas
$9K +$70 +2 +0.9%
ACM
675
Anfield Capital Management
California
$8.73K

KDP Hedge Fund Activity: Q3 2024 in Review

739 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2024, worth a combined $36.5B — up 13% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new KDP positions and 71 closed out — a net gain of 20 holders — while 348 added to existing stakes and 225 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was Capital International Investors, cutting an estimated $958M.

  • 739 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2024, up from 728 in Q2 2024.
  • Funds reported $36.5B of Keurig Dr Pepper stock for Q3 2024, up 13% quarter-over-quarter.
  • 91 funds opened new Keurig Dr Pepper positions in Q3 2024 and 71 closed out, a net change of +20 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2024 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Keurig Dr Pepper seller in Q3 2024 was Capital International Investors, an estimated $958M sold.

Based on aggregated 13F filings for Q3 2024.