Keurig Dr Pepper
425 hedge funds and large institutions have $8.57B invested in Keurig Dr Pepper in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 170 increasing their positions, 155 reducing their positions, and 49 closing their positions.
26% more call options, than puts
Call options by funds: $7.08M | Put options by funds: $5.61M
10% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 155
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.99% less ownership
Funds ownership: 94.87% → 93.88% (-0.99%)
4% less capital invested
Capital invested by funds: $8.89B → $8.57B (-$324M)
3% less funds holding
Funds holding: 438 → 425 (-13)
12% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$69.5M |
| 2 |
JP Morgan Chase
New York
|
+$66.8M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$48.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$45M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$132M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$119M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$65.1M |
| 4 |
O
OppenheimerFunds
New York
|
-$64.3M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$37.1M |
KDP Hedge Fund Activity: Q3 2013 in Review
425 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2013, worth a combined $8.57B — down 3.6% from $8.89B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of KDP and 43 opened new positions — a net loss of 6 holders — while 155 trimmed existing stakes and 170 added.
The largest buyer was Perkins Investment Management, adding an estimated $69.5M. The largest seller was Wellington Management Group, cutting an estimated $132M.
- 425 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2013, down from 438 in Q2 2013.
- Funds reported $8.57B of Keurig Dr Pepper stock for Q3 2013, down 3.6% quarter-over-quarter.
- 43 funds opened new Keurig Dr Pepper positions in Q3 2013 and 49 closed out, a net change of -6 holders.
- The largest Keurig Dr Pepper buyer in Q3 2013 was Perkins Investment Management, an estimated $69.5M added.
- The largest Keurig Dr Pepper seller in Q3 2013 was Wellington Management Group, an estimated $132M sold.
Based on aggregated 13F filings for Q3 2013.