Keurig Dr Pepper
564 hedge funds and large institutions have $12.8B invested in Keurig Dr Pepper in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 196 increasing their positions, 210 reducing their positions, and 38 closing their positions.
118% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 38
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
11% more capital invested
Capital invested by funds: $11.5B → $12.8B (+$1.3B)
7% more funds holding
Funds holding: 528 → 564 (+36)
0.2% more ownership
Funds ownership: 91.31% → 91.51% (+0.2%)
7% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 210
11% less call options, than puts
Call options by funds: $16.2M | Put options by funds: $18.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$115M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$73.7M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$68.7M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$58.1M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$55.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$252M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$123M |
| 3 |
JP Morgan Chase
New York
|
-$109M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$95.4M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$88.3M |
KDP Hedge Fund Activity: Q4 2014 in Review
564 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2014, worth a combined $12.8B — up 11% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new KDP positions and 38 closed out — a net gain of 45 holders — while 196 added to existing stakes and 210 trimmed.
The largest buyer was Ameriprise, adding an estimated $115M. The largest seller was Massachusetts Financial Services, cutting an estimated $252M.
- 564 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2014, up from 528 in Q3 2014.
- Funds reported $12.8B of Keurig Dr Pepper stock for Q4 2014, up 11% quarter-over-quarter.
- 83 funds opened new Keurig Dr Pepper positions in Q4 2014 and 38 closed out, a net change of +45 holders.
- The largest Keurig Dr Pepper buyer in Q4 2014 was Ameriprise, an estimated $115M added.
- The largest Keurig Dr Pepper seller in Q4 2014 was Massachusetts Financial Services, an estimated $252M sold.
Based on aggregated 13F filings for Q4 2014.