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Keurig Dr Pepper

680 hedge funds and large institutions have $27.9B invested in Keurig Dr Pepper in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 344 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 171

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

37% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.5B)

5.1% more ownership

Funds ownership: 57.82%62.92% (+5.1%)

3% more funds holding

Funds holding: 660680 (+20)

46% less call options, than puts

Call options by funds: $141M | Put options by funds: $260M

Holders
680
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.79%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
93
Increased
344
Reduced
171
Closed
68
Calls
$141M
Puts
$260M
Net Calls
-$118M
Net Calls Change
+$54.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BBWP
726
Beacon Bridge Wealth Partners
Pennsylvania
-$243K -7,780 Closed
SPC
727
Sigma Planning Corp
Michigan
-$230K -7,364 Closed
MS
728
Maven Securities
Jersey
-$242K -7,332 Closed
NC
729
NinePointTwo Capital
California
-$217K -6,947 Closed
WPW
730
Warther Private Wealth
Ohio
-$217K -6,941 Closed
ABLA
731
Alan B. Lancz & Associates
Ohio
-$214K -6,850 Closed
WW
732
Westshore Wealth
California
-$210K -6,728 Closed
DA
733
Drake & Associates
Wisconsin
-$209K -6,677 Closed
CM
734
Capula Management
Cayman Islands
-$204K -6,520 Closed
LOAMU
735
Lombard Odier Asset Management (USA)
New York
-$188K -6,000 Closed
FA
736
Fiduciary Alliance
South Carolina
-$32.4K -1,035 Closed
Loomis, Sayles & Company
737
Loomis, Sayles & Company
Massachusetts
-$23K -733 Closed
IGWM
738
ICA Group Wealth Management
Colorado
-$22.5K -720 Closed
CFO
739
CVA Family Office
Colorado
-$14.7K -470 Closed
AI
740
AXS Investments
New York
-$13.9K -446 Closed
LF
741
Lee Financial
Texas
-$10.3K -327 Closed
OC
742
Oakworth Capital
Alabama
-$7.54K -241 Closed
CAS
743
Coppell Advisory Solutions
Texas
-$4.92K -160 Closed
GIA
744
GHP Investment Advisors
Colorado
-$3.82K -113 Closed
AssetMark Inc
745
AssetMark Inc
California
-$2.86K -91 Closed
DI
746
Disciplined Investments
Oklahoma
-$1.13K -36 Closed
2L
747
25 LLC
Missouri
-$505 -16 Closed
LSA
748
Leonteq Securities AG
Switzerland
-$438 -14 Closed

KDP Hedge Fund Activity: Q3 2023 in Review

680 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2023, worth a combined $27.9B — up 9.8% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new KDP positions and 68 closed out — a net gain of 25 holders — while 344 added to existing stakes and 171 trimmed.

The largest buyer was Capital World Investors, adding an estimated $451M. The largest seller was Man Group, exiting entirely with an estimated $180M sold.

  • 680 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2023, up from 660 in Q2 2023.
  • Funds reported $27.9B of Keurig Dr Pepper stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 93 funds opened new Keurig Dr Pepper positions in Q3 2023 and 68 closed out, a net change of +25 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2023 was Capital World Investors, an estimated $451M added.
  • The largest Keurig Dr Pepper seller in Q3 2023 was Man Group, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2023.