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Keurig Dr Pepper
KDP

Overview Fund Activity

699 hedge funds and large institutions have $27B invested in Keurig Dr Pepper in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 278 increasing their positions, 216 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+62
Holders Change %
+9.73%
% of All Funds
11.28%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
125
Increased
278
Reduced
216
Closed
51
Calls
$112M
Puts
$63.3M
Net Calls
+$48.6M
Net Calls Change
-$11.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$297M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$292M
3
Millennium Management
Millennium Management
New York
+$167M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$134M
5
Renaissance Technologies
Renaissance Technologies
New York
+$116M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$451M
2
Harris Associates
Harris Associates
Illinois
-$441M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$220M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$213M
5
Capital World Investors
Capital World Investors
California
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
676
MOTCO
Texas
$1.57K – – –
DI
677
Disciplined Investments
Oklahoma
$1.5K -$214 -6 -13%
SIC
678
SJS Investment Consulting
Ohio
$1.46K +$784 +22 +116%
CP
679
Castleview Partners
Texas
$1.14K -$428 -12 -27%
CWC
680
Carolinas Wealth Consulting
North Carolina
$1.11K – – –
MPCL
681
My Personal CFO LLC
Washington
$1.07K +$1.07K +30 New
CAL
682
Capital Analysts LLC
Pennsylvania
$1K -$3.76K -79 -79%
SWA
683
SOA Wealth Advisors
New York
$892 – – –
FSWA
684
Financial Synergies Wealth Advisors
Texas
$785 – – –
AA
685
Addison Advisors
Vermont
$749 -$820 -23 -52%
HCP
686
Hexagon Capital Partners
Arkansas
$713 – – –
CTA
687
Colonial Trust Advisors
South Carolina
$642 +$642 +18 New
JWM
688
Janiczek Wealth Management
Colorado
$640 – – –
SWA
689
Sutton Wealth Advisors
Florida
$571 – – –
EE
690
EWG Elevate
California
$571 +$571 +16 New
CF
691
Concorde Financial
Texas
$540 – – –
ECM
692
Everence Capital Management
Indiana
$443 +$175 +4,910 +65%
WA
693
WestEnd Advisors
North Carolina
$357 +$107 +3 +43%
TWD
694
True Wealth Design
Ohio
$321 +$321 +9 New
AWM
695
Avior Wealth Management
Nebraska
$320 – – –
IRC
696
Investors Research Corp
Georgia
$285 – – –
TWP
697
TFO Wealth Partners
Ohio
$64 +$64 +2 New
CMP
698
Coston McIsaac & Partners
Maine
$31 – +1 +0.1%
BWL
699
Bogart Wealth LLC
Virginia
$9 – – –
Holocene Advisors
700
Holocene Advisors
New York
– -$50.3M -1,404,647 Closed
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