Keurig Dr Pepper
617 hedge funds and large institutions have $16.2B invested in Keurig Dr Pepper in 2017 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 196 increasing their positions, 261 reducing their positions, and 58 closing their positions.
26% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 58
7% more capital invested
Capital invested by funds: $15.1B → $16.2B (+$1.02B)
1% more funds holding
Funds holding: 613 → 617 (+4)
9% less call options, than puts
Call options by funds: $19M | Put options by funds: $20.8M
1.1% less ownership
Funds ownership: 90.92% → 89.82% (-1.1%)
25% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 261
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.43B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$292M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$78.1M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$77.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$75.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$111M |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$110M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$102M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$89.8M |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$67.8M |
KDP Hedge Fund Activity: Q1 2017 in Review
617 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q1 2017, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new KDP positions and 58 closed out — a net gain of 15 holders — while 196 added to existing stakes and 261 trimmed.
The largest buyer was BlackRock, adding an estimated $1.43B. The largest seller was Prudential Financial, cutting an estimated $111M.
- 617 institutional investors held Keurig Dr Pepper (KDP) as of Q1 2017, up from 613 in Q4 2016.
- Funds reported $16.2B of Keurig Dr Pepper stock for Q1 2017, up 6.7% quarter-over-quarter.
- 73 funds opened new Keurig Dr Pepper positions in Q1 2017 and 58 closed out, a net change of +15 holders.
- The largest Keurig Dr Pepper buyer in Q1 2017 was BlackRock, an estimated $1.43B added.
- The largest Keurig Dr Pepper seller in Q1 2017 was Prudential Financial, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2017.