We are live on ! Find out more
KDP icon

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
EI
201
Ethic Inc
New York
$5.57M +$776K +23,505 +15%
CNB
202
Czech National Bank
Czech Republic
$5.55M +$2.51M +76,125 +76%
CCM
203
Channing Capital Management
Illinois
$5.53M -$1.04M -31,420 -15%
LSERS
204
Louisiana State Employees Retirement System
Louisiana
$5.46M +$1.09M +32,900 +24%
FAF
205
Första AP-fonden
Sweden
$5.41M -$736K -22,300 -12%
OAM
206
Ostrum Asset Management
France
$5.38M -$71.1K -2,155 -1%
Comerica Bank
207
Comerica Bank
Texas
$5.35M -$3.18M -96,247 -36%
URS
208
Utah Retirement Systems
Utah
$5.18M +$13.2K +400 +0.2%
JMPWA
209
JP Morgan Private Wealth Advisors
California
$5.14M +$5.37M +162,814 New
Caisse de Depot et Placement du Quebec (CDPQ)
210
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.04M +$8.54K +259 +0.2%
SCM
211
Shelton Capital Management
Colorado
$4.87M +$1.12M +33,836 +28%
GIA
212
Gateway Investment Advisers
Ohio
$4.83M +$182K +5,528 +4%
IIM
213
Intact Investment Management
Quebec, Canada
$4.74M +$135K +4,100 +3%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$4.74M +$533K +16,157 +12%
VMPIC
215
Varma Mutual Pension Insurance Co
Finland
$4.74M +$2.47M +75,000 +100%
BL
216
BFSG LLC
California
$4.67M +$536K +16,240 +12%
CII
217
Capital International Inc
California
$4.66M +$1.54M +46,678 +46%
Truist Financial
218
Truist Financial
North Carolina
$4.6M +$1.34M +40,642 +39%
YCM
219
Yousif Capital Management
Michigan
$4.52M +$362K +10,978 +8%
SICM
220
Sustainable Insight Capital Management
New York
$4.45M +$4.65M +140,800 New
MOACM
221
Mutual of America Capital Management
New York
$4.44M +$641K +19,416 +16%
KeyBank National Association
222
KeyBank National Association
Ohio
$4.42M +$26.7K +809 +0.6%
GU
223
Georgetown University
District of Columbia
$4.33M +$28.6K +867 +0.6%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$4.31M -$5.18K -157 -0.1%
D.E. Shaw & Co
225
D.E. Shaw & Co
New York
$4.29M -$36.5M -1,107,672 -89%

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.