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Keurig Dr Pepper
KDP

549 hedge funds and large institutions have $26.4B invested in Keurig Dr Pepper in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 221 increasing their positions, 132 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 48

67% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 132

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

14% more capital invested

Capital invested by funds: $23.1B → $26.4B (+$3.26B)

11% more call options, than puts

Call options by funds: $57.5M | Put options by funds: $51.6M

11% more funds holding

Funds holding: 494 → 549 (+55)

2.73% more ownership

Funds ownership: 47.79% → 50.52% (+2.7%)

Holders
549
Holders Change
+55
Holders Change %
+11.13%
% of All Funds
8.45%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
107
Increased
221
Reduced
132
Closed
48
Calls
$57.5M
Puts
$51.6M
Net Calls
+$5.91M
Net Calls Change
-$85.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$550M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$548M
3
BlackRock
BlackRock
New York
+$243M
4
PI
Putnam Investments
Massachusetts
+$128M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$104M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$322M
2
N
Nuveen
North Carolina
-$156M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$122M
4
WT
Wellcome Trust
United Kingdom
-$122M
5
CGC
Continental Grain Company
New York
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$63.9M +$810K +22,971 +1%
Amundi
52
Amundi
France
$61.5M -$3.27M -92,644 -5%
Franklin Resources
53
Franklin Resources
California
$59.5M +$5.48M +155,375 +11%
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$57.6M +$6.21M +175,958 +13%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$54.9M -$2.42M -68,580 -4%
SH
56
SeaTown Holdings
Singapore
$52.9M – – –
Citigroup
57
Citigroup
New York
$48.8M -$18.6M -526,460 -28%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$47.8M +$2.23M +63,135 +5%
Deutsche Bank
59
Deutsche Bank
Germany
$47.5M +$629K +17,841 +1%
CS
60
Credit Suisse
Switzerland
$42.7M +$1.21M +34,274 +3%
PFM
61
Premier Fund Managers
United Kingdom
$40.7M – – –
HSBC Holdings
62
HSBC Holdings
United Kingdom
$40.4M +$4.71M +133,587 +14%
PPA
63
Parametric Portfolio Associates
Washington
$39.9M +$2.89M +81,863 +8%
SCP
64
Sandhill Capital Partners
New York
$39.5M +$366K +10,369 +1%
National Pension Service
65
National Pension Service
South Korea
$38.1M +$5.77M +163,534 +19%
Principal Financial Group
66
Principal Financial Group
Iowa
$37.4M +$2.58M +73,291 +8%
AllianceBernstein
67
AllianceBernstein
Tennessee
$36.3M +$3.72M +105,344 +12%
Two Sigma Investments
68
Two Sigma Investments
New York
$36.2M +$6.38M +180,800 +23%
Voloridge Investment Management
69
Voloridge Investment Management
Florida
$36M -$3.97M -112,441 -10%
TAM
70
Tocqueville Asset Management
New York
$35M +$805K +22,827 +2%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$34M +$17.5M +495,838 +116%
SI
72
Schusterman Interests
Oklahoma
$31.2M +$29.8M +846,199 New
Point72 Asset Management
73
Point72 Asset Management
Connecticut
$30M -$39M -1,105,649 -58%
RJA
74
Raymond James & Associates
Florida
$29.5M +$10.3M +293,419 +58%
Wells Fargo
75
Wells Fargo
California
$29M -$322M -9,134,907 -92%
1 2
3
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KDP Hedge Fund Activity: Q4 2021 in Review

549 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2021, worth a combined $26.4B — up 14% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KDP positions and 48 closed out — a net gain of 59 holders — while 221 added to existing stakes and 132 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $550M. The largest seller was Wells Fargo, cutting an estimated $322M.

  • 549 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2021, up from 494 in Q3 2021.
  • Funds reported $26.4B of Keurig Dr Pepper stock for Q4 2021, up 14% quarter-over-quarter.
  • 107 funds opened new Keurig Dr Pepper positions in Q4 2021 and 48 closed out, a net change of +59 holders.
  • The largest Keurig Dr Pepper buyer in Q4 2021 was Boston Partners, an estimated $550M added.
  • The largest Keurig Dr Pepper seller in Q4 2021 was Wells Fargo, an estimated $322M sold.

Based on aggregated 13F filings for Q4 2021.