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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 %
LAM
676
Lummis Asset Management
Texas
$966 +$966 +29 New
PWMG
677
Private Wealth Management Group
New Jersey
$933 +$933 +28 New
Jones Financial Companies
678
Jones Financial Companies
Missouri
$900 +$900 +27 New
CAM
679
ClariVest Asset Management
California
$834 +$834 +25 New
FSWA
680
Financial Synergies Wealth Advisors
Texas
$785 +$785 +22 New
WWM
681
Wolff Wiese Magana
California
$667 +$667 +20 New
RS
682
Rakuten Securities
Japan
$633 +$633 +19 New
WA
683
WestEnd Advisors
North Carolina
$566 +$133 +4 +31%
CAM
684
Creekmur Asset Management
Illinois
$566 +$566 +17 New
TFM
685
TFC Financial Management
Massachusetts
$434 -$534 -16 -55%
PCMC
686
Planning Capital Management Corporation
Pennsylvania
$400 +$400 +12 New
EWM
687
Evermay Wealth Management
Virginia
$367 +$367 +11 New
TWP
688
TFO Wealth Partners
Ohio
$333 – – –
TWD
689
True Wealth Design
Ohio
$300 – – –
IRC
690
Investors Research Corp
Georgia
$267 – – –
ACA
691
Atlas Capital Advisors
Wyoming
$233 – – –
LFG
692
Larson Financial Group
Missouri
$233 +$233 +7 New
RG
693
Retirement Group
California
$67 – – –
YAL
694
Your Advocates Ltd
Texas
$33 +$33 +1 New
DWM
695
Dogwood Wealth Management
Kansas
$6 – – –
PF
696
Phoenix Financial
Israel
– -$62.5M -1,971,245 Closed
CCM
697
Candlestick Capital Management
Connecticut
– -$58.4M -1,850,000 Closed
AC
698
Armistice Capital
New York
– -$45.5M -1,442,332 Closed
CVA
699
Ceredex Value Advisors
Florida
– -$37.2M -1,169,350 Closed
Marshall Wace
700
Marshall Wace
United Kingdom
– -$13.5M -426,992 Closed
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