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Keurig Dr Pepper

728 hedge funds and large institutions have $32.2B invested in Keurig Dr Pepper in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 319 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $179M | Put options by funds: $119M

38% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 232

19% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 90

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.25B)

3.12% more ownership

Funds ownership: 67.99%71.1% (+3.1%)

1% more funds holding

Funds holding: 724728 (+4)

Holders
728
Holders Change
+4
Holders Change %
+0.55%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
107
Increased
319
Reduced
232
Closed
90
Calls
$179M
Puts
$119M
Net Calls
+$60.6M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
676
Prestige Wealth Management Group
New Jersey
$5.61K +$1.56K +47 +39%
AGWCA
677
Annis Gardner Whiting Capital Advisors
Florida
$5.55K +$5.47K +165 New
SSB
678
Sandy Spring Bank
Maryland
$5.34K
ATPW
679
Ashton Thomas Private Wealth
Arizona
$5.01K +$4.98K +150 New
SA
680
Scarborough Advisors
Maryland
$5.01K +$4.98K +150 New
BG
681
Bollard Group
Massachusetts
$5K
VNA
682
Valley National Advisers
Pennsylvania
$5K +$2.99K +90 +138%
SWM
683
Spire Wealth Management
Virginia
$4.78K -$2.85K -86 -38%
LIA
684
Lynx Investment Advisory
District of Columbia
$4.41K +$4.38K +132 New
SRCM
685
Signature Resources Capital Management
California
$4.28K
BWL
686
Bogart Wealth LLC
Virginia
$4.15K +$3.32K +100 +417%
LFG
687
Larson Financial Group
Missouri
$4.04K +$3.78K +114 +1,629%
PCM
688
Penserra Capital Management
California
$4K -$100 -3 -3%
AW
689
Avion Wealth
Texas
$4K +$3.09K +93 +175%
RS
690
Rakuten Securities
Japan
$3.67K -$1.96K -59 -35%
S
691
Sachetta
Massachusetts
$3.45K +$1.66K +50 +98%
MA
692
MCF Advisors
Kentucky
$3.36K -$8.39K -253 -72%
DF
693
Dunhill Financial
United Kingdom
$3.03K +$697 +21 +30%
PWA
694
Provenance Wealth Advisors
Florida
$2.97K
RTL
695
Red Tortoise LLC
Georgia
$2.97K +$2.95K +89 New
IGWM
696
ICA Group Wealth Management
Colorado
$2.84K -$12.4K -375 -82%
IBOK
697
Independence Bank of Kentucky
Kentucky
$2.67K
NRG
698
Nemes Rush Group
Michigan
$2.4K
CPG
699
Cornerstone Planning Group
New Jersey
$2.3K +$299 +9 +16%
FLPIM
700
F.L. Putnam Investment Management
Massachusetts
$2.24K +$2.22K +67 New

KDP Hedge Fund Activity: Q2 2024 in Review

728 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q2 2024, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KDP positions and 90 closed out — a net gain of 17 holders — while 319 added to existing stakes and 232 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $400M. The largest seller was Holocene Advisors, exiting entirely with an estimated $203M sold.

  • 728 institutional investors held Keurig Dr Pepper (KDP) as of Q2 2024, up from 724 in Q1 2024.
  • Funds reported $32.2B of Keurig Dr Pepper stock for Q2 2024, up 11% quarter-over-quarter.
  • 107 funds opened new Keurig Dr Pepper positions in Q2 2024 and 90 closed out, a net change of +17 holders.
  • The largest Keurig Dr Pepper buyer in Q2 2024 was Fidelity Investments, an estimated $400M added.
  • The largest Keurig Dr Pepper seller in Q2 2024 was Holocene Advisors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2024.