We are live on ! Find out more
KDP icon

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
II
201
IFM Investors
Australia
$3.31M +$33.9K +961 +1%
IPAM
202
ICICI Prudential Asset Management
India
$3.19M +$3.05M +86,499 New
MCC
203
Money Concepts Capital
Florida
$3.05M +$2.92M +82,843 New
US Bancorp
204
US Bancorp
Minnesota
$2.95M +$577K +16,360 +26%
GW
205
GW & Wade
Massachusetts
$2.88M +$2.24M +63,571 +440%
Kovitz Investment Group Partners
206
Kovitz Investment Group Partners
Illinois
$2.81M -$867K -24,575 -22%
LSERS
207
Louisiana State Employees Retirement System
Louisiana
$2.78M +$74.1K +2,100 +3%
NAM
208
Nissay Asset Management
Japan
$2.75M +$100K +2,839 +4%
AL
209
Arnhold LLC
New York
$2.75M +$2.63M +74,464 New
AB
210
Amalgamated Bank
New York
$2.73M -$1.98K -56 -0.1%
Retirement Systems of Alabama
211
Retirement Systems of Alabama
Alabama
$2.7M – – –
MFM
212
MD Financial Management
Ontario, Canada
$2.5M -$156K -4,416 -6%
BNP Paribas Asset Management
213
BNP Paribas Asset Management
France
$2.44M +$1.26M +35,686 +117%
BL
214
BFSG LLC
California
$2.41M -$100K -2,843 -4%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$2.39M +$784K +22,230 +52%
LFAS
216
Level Four Advisory Services
Texas
$2.35M +$497K +14,105 +28%
BF
217
BOK Financial
Oklahoma
$2.35M +$273K +7,731 +14%
Wealthfront Advisers
218
Wealthfront Advisers
California
$2.31M +$2.21M +62,665 New
HPCM
219
High Pointe Capital Management
Illinois
$2.31M +$286K +8,102 +15%
IG
220
ING Group
Netherlands
$2.22M +$1.24M +35,292 +141%
DCM
221
Dimension Capital Management
Florida
$2.22M +$2.12M +60,135 New
PS
222
Pensionfund Sabic
Netherlands
$2.21M – – –
EGA
223
Eagle Global Advisors
Texas
$2.15M -$40K -1,134 -2%
Assenagon Asset Management
224
Assenagon Asset Management
Luxembourg
$2.14M +$187K +5,303 +10%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$2.14M +$149K +4,239 +8%
7 8
9
10 11

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.