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Keurig Dr Pepper

680 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, 344 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 171

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

37% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.5B)

5.1% more ownership

Funds ownership: 57.82%62.92% (+5.1%)

3% more funds holding

Funds holding: 660680 (+20)

46% less call options, than puts

Call options by funds: $141M | Put options by funds: $260M

Holders
680
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.79%
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
344
Reduced
171
Closed
68
Calls
$141M
Puts
$260M
Net Calls
-$118M
Net Calls Change
+$54.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
676
TFO Wealth Partners
Ohio
$313 +$165 +5 +100%
TWD
677
True Wealth Design
Ohio
$285
IRC
678
Investors Research Corp
Georgia
$253
ACA
679
Atlas Capital Advisors
Wyoming
$220
CTA
680
Colonial Trust Advisors
South Carolina
$158 +$165 +5 New
RG
681
Retirement Group
California
$63
Qube Research & Technologies (QRT)
682
Qube Research & Technologies (QRT)
United Kingdom
-$57M -1,821,537 Closed
TOTUOP
683
Trustees of The University of Pennsylvania
Pennsylvania
-$28.5M -912,960 Closed
HA
684
HHLR Advisors
Cayman Islands
-$17.7M -564,568 Closed
HF
685
HRT Financial
New York
-$14.1M -451,511 Closed
JFG
686
Jefferies Financial Group
New York
-$10.7M -343,182 Closed
MWM
687
Moran Wealth Management
Florida
-$10.1M -323,391 Closed
BM
688
Brandywine Managers
Delaware
-$9.15M -292,640 Closed
ACM
689
Aquatic Capital Management
Illinois
-$8.76M -280,100 Closed
Capital Research Global Investors
690
Capital Research Global Investors
California
-$8.52M -272,397 Closed
TC
691
TwinBeech Capital
New York
-$7.06M -225,850 Closed
HI
692
HBK Investments
Texas
-$6.61M -211,332 Closed
GCM
693
Ghisallo Capital Management
Massachusetts
-$6.25M -200,000 Closed
QT
694
Quantbot Technologies
New York
-$4.94M -157,842 Closed
DKCM
695
Davidson Kempner Capital Management
New York
-$4.54M -145,145 Closed
V
696
Veritable
Delaware
-$3.8M -121,446 Closed
LCM
697
Landscape Capital Management
New Jersey
-$2.41M -76,937 Closed
Connor, Clark & Lunn Investment Management (CC&L)
698
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.3M -73,668 Closed
MC
699
Maverick Capital
Texas
-$2.04M -65,358 Closed
RBA
700
Richard Bernstein Advisors
New York
-$2.02M -64,472 Closed

KDP Hedge Fund Activity: Q3 2023 in Review

680 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2023, worth a combined $27.9B — up 9.8% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new KDP positions and 68 closed out — a net gain of 25 holders — while 344 added to existing stakes and 171 trimmed.

The largest buyer was Capital World Investors, adding an estimated $451M. The largest seller was Man Group, exiting entirely with an estimated $180M sold.

  • 680 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2023, up from 660 in Q2 2023.
  • Funds reported $27.9B of Keurig Dr Pepper stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 93 funds opened new Keurig Dr Pepper positions in Q3 2023 and 68 closed out, a net change of +25 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2023 was Capital World Investors, an estimated $451M added.
  • The largest Keurig Dr Pepper seller in Q3 2023 was Man Group, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2023.