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Keurig Dr Pepper
KDP

Overview Fund Activity

718 hedge funds and large institutions have $28.9B invested in Keurig Dr Pepper in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 295 increasing their positions, 243 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+23
Holders Change %
+3.31%
% of All Funds
10.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
114
Increased
295
Reduced
243
Closed
80
Calls
$155M
Puts
$154M
Net Calls
+$313K
Net Calls Change
-$65.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.48B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$725M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.79B
4
Citadel Advisors
Citadel Advisors
Florida
$278M
5
BlackRock
BlackRock
New York
$2.68B

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$4.06M
2
Capital International Investors
Capital International Investors
California
$1.36B
3
Morgan Stanley
Morgan Stanley
New York
$353M
4
Norges Bank
Norges Bank
Norway
$80M
5
Capital World Investors
Capital World Investors
California
$3.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
701
Lummis Asset Management
Texas
$889 – – –
CAM
702
ClariVest Asset Management
California
$765 – – –
BWL
703
Bogart Wealth LLC
Virginia
$736 +$736 +24 New
FSWA
704
Financial Synergies Wealth Advisors
Texas
$645 -$31 -1 -5%
TFM
705
TFC Financial Management
Massachusetts
$553 +$154 +5 +38%
CAM
706
Creekmur Asset Management
Illinois
$525 – – –
TWD
707
True Wealth Design
Ohio
$491 +$215 +7 +78%
ECM
708
Everence Capital Management
Indiana
$381 – – –
WA
709
WestEnd Advisors
North Carolina
$276 -$245 -8 -47%
IRC
710
Investors Research Corp
Georgia
$245 – – –
LFG
711
Larson Financial Group
Missouri
$215 – – –
ACA
712
Atlas Capital Advisors
Wyoming
$214 – – –
TWP
713
TFO Wealth Partners
Ohio
$153 -$153 -5 -50%
RG
714
Retirement Group
California
$61 – – –
FCAS
715
First Command Advisory Services
Texas
$61 +$61 +2 New
YAL
716
Your Advocates Ltd
Texas
$31 – – –
FIA
717
FNY Investment Advisers
New York
$24 +$24 +800 New
DWM
718
Dogwood Wealth Management
Kansas
$3 -$6 – –
AP
719
AlpInvest Partners
Netherlands
– -$66.5M -1,995,198 Closed
ICP
720
Ilex Capital Partners
United Kingdom
– -$49.2M -1,476,368 Closed
MME
721
Meag Munich Ergo
Germany
– -$36.6M -1,099,145 Closed
SAM
722
Scopus Asset Management
New York
– -$30.8M -925,000 Closed
CGC
723
Continental Grain Company
New York
– -$22.6M -678,602 Closed
WMSA
724
Weiss Multi-Strategy Advisers
New York
– -$13.4M -403,349 Closed
TIAA Trust, National Association
725
TIAA Trust, National Association
North Carolina
– -$8.86M -266,052 Closed
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