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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
Lazard Asset Management
701
Lazard Asset Management
New York
$2K +$2.39K +72 New
SHIM
702
Stone House Investment Management
Pennsylvania
$1.67K +$1.66K +50 New
TWC
703
TD Waterhouse Canada
Ontario, Canada
$1.65K -$6.93K -209 -81%
PCMC
704
Planning Capital Management Corporation
Pennsylvania
$1.6K
GWP
705
Gen-Wealth Partners
Michigan
$1.6K -$1.36K -41 -46%
KFS
706
Kelly Financial Services
Massachusetts
$1.58K
VAG
707
VisionPoint Advisory Group
Texas
$1.57K -$863 -26 -36%
SIC
708
SJS Investment Consulting
Ohio
$1.5K
FNWA
709
Financial Network Wealth Advisors
Utah
$1.3K +$1.29K +39 New
DPW
710
DiNuzzo Private Wealth
Pennsylvania
$1.27K +$265 +8 +27%
CWC
711
Carolinas Wealth Consulting
North Carolina
$1.1K
CP
712
Castleview Partners
Texas
$1K -$465 -14 -32%
CAL
713
Capital Advisors Ltd
Ohio
$1K +$66 +2 +13%
LAM
714
Lummis Asset Management
Texas
$969
CAM
715
ClariVest Asset Management
California
$853
UWS
716
Unique Wealth Strategies
Illinois
$613 +$664 +20 New
CAM
717
Creekmur Asset Management
Illinois
$576
TWD
718
True Wealth Design
Ohio
$535
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$370 +$365 +11 New
WA
720
WestEnd Advisors
North Carolina
$334 +$33 +1 +11%
HWP
721
Highline Wealth Partners
California
$334 +$332 +10 New
WWM
722
Wolff Wiese Magana
California
$334 +$332 +10 New
IRC
723
Investors Research Corp
Georgia
$267
ACA
724
Atlas Capital Advisors
Wyoming
$234
HIA
725
Harbor Investment Advisory
Maryland
$167 -$2.65K -80 -94%

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.