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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
S
701
Sachetta
Massachusetts
$3.79K
MA
702
MCF Advisors
Kentucky
$3.77K
BBHC
703
Brown Brothers Harriman & Co
New York
$3.71K +$3.48K +99 New
PWA
704
Provenance Wealth Advisors
Florida
$3.34K
RTL
705
Red Tortoise LLC
Georgia
$3.34K
IAIM
706
International Assets Investment Management
Florida
$3.05K +$3.96M +112,600 +6,431%
IBOK
707
Independence Bank of Kentucky
Kentucky
$3K
HWA
708
Heritage Wealth Advisors
Virginia
$2.66K +$2.5K +71 New
SIC
709
SJS Investment Consulting
Ohio
$2.59K +$844 +24 +53%
CPG
710
Cornerstone Planning Group
New Jersey
$2.5K +$316 +9 +13%
DPW
711
DiNuzzo Private Wealth
Pennsylvania
$2.21K +$738 +21 +55%
NRG
712
Nemes Rush Group
Michigan
$2.21K
TWC
713
TD Waterhouse Canada
Ontario, Canada
$1.85K
BWP
714
Baldwin Wealth Partners
Massachusetts
$1.81K +$1.69K +48 New
CYG
715
Clean Yield Group
Vermont
$1.65K +$1.55K +44 New
CWC
716
Carolinas Wealth Consulting
North Carolina
$1.62K +$352 +10 +30%
GWP
717
Gen-Wealth Partners
Michigan
$1.58K
PG
718
Proffitt & Goodson
Tennessee
$1.54K +$1.44K +41 New
TWD
719
True Wealth Design
Ohio
$1.31K +$668 +19 +119%
VWA
720
Valued Wealth Advisors
Utah
$1.21K +$1.13K +32 New
OC
721
Oarsman Capital
Wisconsin
$1.05K +$984 +28 New
CAL
722
Capital Advisors Ltd
Ohio
$1K -$70 -2 -12%
NL
723
NVWM LLC
Pennsylvania
$937 -$13.3K -378 -94%
HWP
724
Highline Wealth Partners
California
$900 +$492 +14 +140%
CAM
725
ClariVest Asset Management
California
$853

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.