Keurig Dr Pepper
460 hedge funds and large institutions have $9.1B invested in Keurig Dr Pepper in 2013 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 175 reducing their positions, and 28 closing their positions.
132% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 28
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
8% more funds holding
Funds holding: 425 → 460 (+35)
6% more capital invested
Capital invested by funds: $8.57B → $9.1B (+$531M)
0.84% less ownership
Funds ownership: 93.88% → 93.04% (-0.84%)
1% less call options, than puts
Call options by funds: $11.3M | Put options by funds: $11.4M
10% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$67.6M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$44M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$41.5M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$36M |
| 5 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$229M |
| 2 |
O
OppenheimerFunds
New York
|
-$115M |
| 3 |
Axa
Paris,
France
|
-$55.2M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$48.7M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$46.1M |
KDP Hedge Fund Activity: Q4 2013 in Review
460 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2013, worth a combined $9.1B — up 6.2% from $8.57B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new KDP positions and 28 closed out — a net gain of 37 holders — while 157 added to existing stakes and 175 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $67.6M. The largest seller was Morgan Stanley, cutting an estimated $229M.
- 460 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2013, up from 425 in Q3 2013.
- Funds reported $9.1B of Keurig Dr Pepper stock for Q4 2013, up 6.2% quarter-over-quarter.
- 65 funds opened new Keurig Dr Pepper positions in Q4 2013 and 28 closed out, a net change of +37 holders.
- The largest Keurig Dr Pepper buyer in Q4 2013 was JP Morgan Chase, an estimated $67.6M added.
- The largest Keurig Dr Pepper seller in Q4 2013 was Morgan Stanley, an estimated $229M sold.
Based on aggregated 13F filings for Q4 2013.