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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
CP
701
Castleview Partners
Texas
$1.35K -$123 -4 -8%
M
702
MOTCO
Texas
$1.35K – – –
CWC
703
Carolinas Wealth Consulting
North Carolina
$1.02K -$739 -24 -42%
VNA
704
Valley National Advisers
Pennsylvania
$1K -$1.85K -60 -48%
DPW
705
DiNuzzo Private Wealth
Pennsylvania
$921 +$31 +1 +3%
CA
706
Continuum Advisory
Idaho
$918 +$831 +27 New
LAM
707
Lummis Asset Management
Texas
$889 – – –
CAM
708
ClariVest Asset Management
California
$765 – – –
BWL
709
Bogart Wealth LLC
Virginia
$736 +$739 +24 New
FSWA
710
Financial Synergies Wealth Advisors
Texas
$645 -$31 -1 -5%
TFM
711
TFC Financial Management
Massachusetts
$553 +$154 +5 +38%
CAM
712
Creekmur Asset Management
Illinois
$525 – – –
TWD
713
True Wealth Design
Ohio
$491 +$216 +7 +78%
ECM
714
Everence Capital Management
Indiana
$381 – – –
WA
715
WestEnd Advisors
North Carolina
$276 -$246 -8 -47%
IRC
716
Investors Research Corp
Georgia
$245 – – –
LFG
717
Larson Financial Group
Missouri
$215 – – –
ACA
718
Atlas Capital Advisors
Wyoming
$214 – – –
TWP
719
TFO Wealth Partners
Ohio
$153 -$154 -5 -50%
RG
720
Retirement Group
California
$61 – – –
FCAS
721
First Command Advisory Services
Texas
$61 +$62 +2 New
YAL
722
Your Advocates Ltd
Texas
$31 – – –
FIA
723
FNY Investment Advisers
New York
$24 +$24.6K +800 New
DWM
724
Dogwood Wealth Management
Kansas
$3 – – –
AP
725
AlpInvest Partners
Netherlands
– -$66.5M -1,995,198 Closed
27 28
29
30 31

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.