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Keurig Dr Pepper
KDP

724 hedge funds and large institutions have $29B invested in Keurig Dr Pepper in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 298 increasing their positions, 245 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 80

22% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 245

3% more funds holding

Funds holding: 700 → 724 (+24)

3.02% more ownership

Funds ownership: 64.96% → 67.99% (+3%)

0% more call options, than puts

Call options by funds: $155M | Put options by funds: $154M

4% less capital invested

Capital invested by funds: $30.3B → $29B (-$1.3B)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
724
Holders Change
+24
Holders Change %
+3.43%
% of All Funds
10.43%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
115
Increased
298
Reduced
245
Closed
80
Calls
$155M
Puts
$154M
Net Calls
+$313K
Net Calls Change
-$65.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$512M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$377M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
4
Citadel Advisors
Citadel Advisors
Florida
+$226M
5
BlackRock
BlackRock
New York
+$209M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$423M
2
Capital International Investors
Capital International Investors
California
-$364M
3
Morgan Stanley
Morgan Stanley
New York
-$242M
4
Norges Bank
Norges Bank
Norway
-$214M
5
Capital World Investors
Capital World Investors
California
-$131M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
676
Signature Resources Capital Management
California
$4.26K – – –
BG
677
Bollard Group
Massachusetts
$4K – – –
RCM
678
Raleigh Capital Management
North Carolina
$3.83K -$770 -25 -17%
PWMG
679
Prestige Wealth Management Group
New Jersey
$3.71K -$9.54K -310 -72%
WTC
680
WhitTier Trust Company
Nevada
$3.4K -$22.2K -720 -87%
BAM
681
Byrne Asset Management
New Jersey
$3.37K +$3.39K +110 New
PCM
682
Penserra Capital Management
California
$3K -$141K -4,576 -98%
CAL
683
Capital Analysts LLC
Pennsylvania
$3K – – –
SC
684
SouthState Corp
Florida
$2.88K +$2.89K +94 New
SAM
685
Smartleaf Asset Management
Massachusetts
$2.78K +$1.48K +48 +112%
PWA
686
Provenance Wealth Advisors
Florida
$2.73K – – –
GWP
687
Gen-Wealth Partners
Michigan
$2.73K +$2.74K +89 New
HIA
688
Harbor Investment Advisory
Maryland
$2.61K +$2.62K +85 New
TIM
689
Tortoise Investment Management
New York
$2.58K – – –
IBOK
690
Independence Bank of Kentucky
Kentucky
$2.45K – – –
VAG
691
VisionPoint Advisory Group
Texas
$2.24K -$31 -1 -1%
NRG
692
Nemes Rush Group
Michigan
$2.21K – – –
DF
693
Dunhill Financial
United Kingdom
$2.15K +$339 +11 +19%
AW
694
Avion Wealth
Texas
$2K -$1.94K -63 -54%
CPG
695
Cornerstone Planning Group
New Jersey
$1.96K +$1.79K +58 New
S
696
Sachetta
Massachusetts
$1.7K – – –
PCMC
697
Planning Capital Management Corporation
Pennsylvania
$1.47K +$1.11K +36 +300%
KFS
698
Kelly Financial Services
Massachusetts
$1.44K – – –
SIC
699
SJS Investment Consulting
Ohio
$1.38K +$31 +1 +2%
PCWA
700
Pacific Capital Wealth Advisors
California
$1.38K +$1.39K +45 New
26 27
28
29 30

KDP Hedge Fund Activity: Q1 2024 in Review

724 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q1 2024, worth a combined $29B — down 4.3% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KDP positions and 80 closed out — a net gain of 35 holders — while 298 added to existing stakes and 245 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $512M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $423M.

  • 724 institutional investors held Keurig Dr Pepper (KDP) as of Q1 2024, up from 700 in Q4 2023.
  • Funds reported $29B of Keurig Dr Pepper stock for Q1 2024, down 4.3% quarter-over-quarter.
  • 115 funds opened new Keurig Dr Pepper positions in Q1 2024 and 80 closed out, a net change of +35 holders.
  • The largest Keurig Dr Pepper buyer in Q1 2024 was Fidelity Investments, an estimated $512M added.
  • The largest Keurig Dr Pepper seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $423M sold.

Based on aggregated 13F filings for Q1 2024.