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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
WorldQuant Millennium Advisors
176
WorldQuant Millennium Advisors
New York
$8.31M +$8.35M +271,046 New
Natixis Advisors
177
Natixis Advisors
Massachusetts
$8.15M -$2.49M -80,774 -23%
II
178
IFM Investors
Australia
$7.81M +$194K +6,301 +3%
SGM
179
Seven Grand Managers
New York
$7.67M +$7.7M +250,000 New
MIM
180
MetLife Investment Management
New Jersey
$7.43M -$37.7K -1,226 -0.5%
FAF
181
Första AP-fonden
Sweden
$7.31M +$1.25M +40,600 +21%
COPPSERS
182
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.01M +$251K +8,162 +4%
DPAM
183
Degroof Petercam Asset Management
Belgium
$6.84M -$924K -30,000 -12%
UIM
184
USS Investment Management
United Kingdom
$6.82M +$535K +17,385 +8%
IIM
185
Intact Investment Management
Quebec, Canada
$6.79M +$2.76M +89,800 +68%
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$6.78M +$3.81M +123,822 +127%
Pacer Advisors
187
Pacer Advisors
Pennsylvania
$6.75M -$633K -20,562 -9%
SOADOR
188
State of Alaska Department of Revenue
Alaska
$6.72M -$926K -30,065 -12%
FWTB
189
First Western Trust Bank
Colorado
$6.71M +$3.54M +114,955 +111%
TPSF
190
Texas Permanent School Fund
Texas
$6.6M +$228K +7,413 +4%
Skandinaviska Enskilda Banken (SEB)
191
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.48M +$345K +11,200 +6%
DekaBank Deutsche Girozentrale
192
DekaBank Deutsche Girozentrale
Germany
$6.44M -$4.73M -153,569 -42%
Axa
193
Axa
France
$6.43M +$3.91M +126,999 +153%
LPL Financial
194
LPL Financial
California
$6.41M +$477K +15,487 +8%
AB
195
Amalgamated Bank
New York
$6.39M -$940K -30,537 -13%
CIBC World Market
196
CIBC World Market
Ontario, Canada
$6.34M +$207K +6,726 +3%
AAM
197
Advisors Asset Management
Colorado
$6.24M -$1.31M -42,513 -17%
DnB Asset Management
198
DnB Asset Management
Norway
$6.22M -$237K -7,712 -4%
TI
199
Tidal Investments
Wisconsin
$6.17M +$760K +24,687 +14%
State of Tennessee, Department of Treasury
200
State of Tennessee, Department of Treasury
Tennessee
$6.16M +$1.89M +61,255 +44%
6 7
8
9 10

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.