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Keurig Dr Pepper
KDP

724 hedge funds and large institutions have $29B invested in Keurig Dr Pepper in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 298 increasing their positions, 245 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 80

22% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 245

3% more funds holding

Funds holding: 700 → 724 (+24)

3.02% more ownership

Funds ownership: 64.96% → 67.99% (+3%)

0% more call options, than puts

Call options by funds: $155M | Put options by funds: $154M

4% less capital invested

Capital invested by funds: $30.3B → $29B (-$1.3B)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
724
Holders Change
+24
Holders Change %
+3.43%
% of All Funds
10.43%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
115
Increased
298
Reduced
245
Closed
80
Calls
$155M
Puts
$154M
Net Calls
+$313K
Net Calls Change
-$65.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$512M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$377M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
4
Citadel Advisors
Citadel Advisors
Florida
+$226M
5
BlackRock
BlackRock
New York
+$209M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$423M
2
Capital International Investors
Capital International Investors
California
-$364M
3
Morgan Stanley
Morgan Stanley
New York
-$242M
4
Norges Bank
Norges Bank
Norway
-$214M
5
Capital World Investors
Capital World Investors
California
-$131M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
776
Glassman Wealth Services
Virginia
– -$80.4K -2,414 Closed
TWM
777
Tradition Wealth Management
Minnesota
– -$32K -961 Closed
TCWA
778
Turtle Creek Wealth Advisors
Texas
– -$29.5K -885 Closed
AS
779
Altshuler Shaham
Israel
– -$26.4K -792 Closed
Loomis, Sayles & Company
780
Loomis, Sayles & Company
Massachusetts
– -$11K -324 Closed
AGWCA
781
Annis Gardner Whiting Capital Advisors
Florida
– -$10.8K -323 Closed
GBT
782
Grove Bank & Trust
Florida
– -$10.2K -307 Closed
SC
783
Sawyer & Company
Massachusetts
– -$10K -300 Closed
WTA
784
Washington Trust Advisors
Massachusetts
– -$9.4K -282 Closed
CIR
785
Clear Investment Research
Georgia
– -$8.3K -249 Closed
TVAMP
786
Tennessee Valley Asset Management Partners
Tennessee
– -$8.11K -243 Closed
CB
787
Community Bank
New York
– -$5.6K -168 Closed
CAM
788
Costello Asset Management
Pennsylvania
– -$4.5K -135 Closed
WBC
789
West Branch Capital
Massachusetts
– -$4.17K -125 Closed
WB
790
Webster Bank
Connecticut
– -$4K -120 Closed
MSFP
791
Mark Sheptoff Financial Planning
Connecticut
– -$3.73K -112 Closed
CAL
792
Capital Advisors Ltd
Ohio
– -$3.39K -110 -88%
MSWM
793
McGlone Suttner Wealth Management
Wisconsin
– -$3.33K -100 Closed
First Manhattan
794
First Manhattan
New York
– -$2.76K -82 Closed
DSC
795
Duncker Streett & Co
Missouri
– -$2.47K -74 Closed
Lazard Asset Management
796
Lazard Asset Management
New York
– -$2K -72 Closed
LIWM
797
Long Island Wealth Management
New York
– -$2K -60 Closed
TC
798
Truvestments Capital
Florida
– -$2K -60 Closed
VNIM
799
Vaughan Nelson Investment Management
Texas
– -$2K -59 Closed
LF
800
Lee Financial
Texas
– -$1.83K -55 Closed
29 30 31
32
33

KDP Hedge Fund Activity: Q1 2024 in Review

724 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q1 2024, worth a combined $29B — down 4.3% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KDP positions and 80 closed out — a net gain of 35 holders — while 298 added to existing stakes and 245 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $512M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $423M.

  • 724 institutional investors held Keurig Dr Pepper (KDP) as of Q1 2024, up from 700 in Q4 2023.
  • Funds reported $29B of Keurig Dr Pepper stock for Q1 2024, down 4.3% quarter-over-quarter.
  • 115 funds opened new Keurig Dr Pepper positions in Q1 2024 and 80 closed out, a net change of +35 holders.
  • The largest Keurig Dr Pepper buyer in Q1 2024 was Fidelity Investments, an estimated $512M added.
  • The largest Keurig Dr Pepper seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $423M sold.

Based on aggregated 13F filings for Q1 2024.