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Keurig Dr Pepper

739 hedge funds and large institutions have $36.5B invested in Keurig Dr Pepper in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 348 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $188M | Put options by funds: $104M

55% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 225

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 71

13% more capital invested

Capital invested by funds: $32.2B → $36.5B (+$4.32B)

2% more funds holding

Funds holding: 728739 (+11)

0.74% more ownership

Funds ownership: 71.1%71.84% (+0.74%)

Holders
739
Holders Change
+11
Holders Change %
+1.51%
% of All Funds
10.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
91
Increased
348
Reduced
225
Closed
71
Calls
$188M
Puts
$104M
Net Calls
+$84.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
676
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.36K
GJIA
677
Glass Jacobson Investment Advisors
Maryland
$8.1K
HGERS
678
Householder Group Estate & Retirement Specialist
Arizona
$8K
PB
679
Pinnacle Bancorp
Nebraska
$7.87K
TIM
680
Tortoise Investment Management
New York
$7.68K +$738 +21 +11%
DF
681
Dunhill Financial
United Kingdom
$7.63K +$3.97K +113 +124%
CFGS
682
Concourse Financial Group Securities
Alabama
$7.5K -$6.92K -197 -50%
RDFA
683
Ritter Daniher Financial Advisory
Ohio
$7.5K
SIC
684
Salem Investment Counselors
North Carolina
$6.98K -$6.12K -174 -48%
WWM
685
Wolff Wiese Magana
California
$6.86K +$6.08K +173 +1,730%
GJWM
686
Gilliland Jeter Wealth Management
Arkansas
$6.56K
MRCM
687
M&R Capital Management
New Jersey
$6.37K
SWM
688
Spire Wealth Management
Virginia
$6.37K +$949 +27 +19%
PWMG
689
Prestige Wealth Management Group
New Jersey
$6.3K
AGWCA
690
Annis Gardner Whiting Capital Advisors
Florida
$6.22K
HWM
691
Hemington Wealth Management
Virginia
$6K +$7.24K +206 New
SSB
692
Sandy Spring Bank
Maryland
$6K
RS
693
Rakuten Securities
Japan
$6K +$1.76K +50 +45%
OC
694
Oakworth Capital
Alabama
$5.88K -$2.71K -77 -33%
AW
695
Avion Wealth
Texas
$5K -$105 -3 -2%
BG
696
Bollard Group
Massachusetts
$5K
BWL
697
Bogart Wealth LLC
Virginia
$4.96K +$281 +8 +6%
SRCM
698
Signature Resources Capital Management
California
$4.8K
PCM
699
Penserra Capital Management
California
$4K
ME
700
McIlrath & Eck
Washington
$3.94K -$17.1K -487 -82%

KDP Hedge Fund Activity: Q3 2024 in Review

739 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2024, worth a combined $36.5B — up 13% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new KDP positions and 71 closed out — a net gain of 20 holders — while 348 added to existing stakes and 225 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was Capital International Investors, cutting an estimated $958M.

  • 739 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2024, up from 728 in Q2 2024.
  • Funds reported $36.5B of Keurig Dr Pepper stock for Q3 2024, up 13% quarter-over-quarter.
  • 91 funds opened new Keurig Dr Pepper positions in Q3 2024 and 71 closed out, a net change of +20 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2024 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Keurig Dr Pepper seller in Q3 2024 was Capital International Investors, an estimated $958M sold.

Based on aggregated 13F filings for Q3 2024.