Keurig Dr Pepper
528 hedge funds and large institutions have $11.5B invested in Keurig Dr Pepper in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 184 increasing their positions, 210 reducing their positions, and 29 closing their positions.
122% more call options, than puts
Call options by funds: $61.7M | Put options by funds: $27.7M
117% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 29
9% more capital invested
Capital invested by funds: $10.5B → $11.5B (+$974M)
5% more funds holding
Funds holding: 501 → 528 (+27)
0.17% more ownership
Funds ownership: 91.13% → 91.31% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
12% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$104M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$77.8M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$61.5M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$55.3M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$280M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$162M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$104M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$72.5M |
| 5 |
JHC
JFB Holdings Corp
Atlanta,
Georgia
|
-$38.9M |
KDP Hedge Fund Activity: Q3 2014 in Review
528 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2014, worth a combined $11.5B — up 9.3% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new KDP positions and 29 closed out — a net gain of 34 holders — while 184 added to existing stakes and 210 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $280M.
- 528 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2014, up from 501 in Q2 2014.
- Funds reported $11.5B of Keurig Dr Pepper stock for Q3 2014, up 9.3% quarter-over-quarter.
- 63 funds opened new Keurig Dr Pepper positions in Q3 2014 and 29 closed out, a net change of +34 holders.
- The largest Keurig Dr Pepper buyer in Q3 2014 was AllianceBernstein, an estimated $104M added.
- The largest Keurig Dr Pepper seller in Q3 2014 was JP Morgan Chase, an estimated $280M sold.
Based on aggregated 13F filings for Q3 2014.