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Keurig Dr Pepper

544 hedge funds and large institutions have $16.2B invested in Keurig Dr Pepper in 2015 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 233 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $4.13M

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

33% more capital invested

Capital invested by funds: $12.2B → $16.2B (+$4.02B)

1.52% less ownership

Funds ownership: 87.74%86.22% (-1.5%)

3% less funds holding

Funds holding: 560544 (-16)

21% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 63

25% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 233

Holders
544
Holders Change
-16
Holders Change %
-2.86%
% of All Funds
15.19%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.36%
New
50
Increased
174
Reduced
233
Closed
63
Calls
$30.4M
Puts
$4.13M
Net Calls
+$26.2M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.73B -$1.71M -21,829 Closed
ACM
2
Americafirst Capital Management
California
$1.54B +$698K +8,900 +84%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.33B +$12.9M +164,286 +1%
CRC
4
Cedar Rock Capital
United Kingdom
$960M -$904K -11,532 -0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$690M -$76.9M -980,280 -10%
BIT
6
BlackRock Institutional Trust
California
$493M +$14.1M +180,318 +3%
Fundsmith LLP
7
Fundsmith LLP
United Kingdom
$281M +$3.07M +39,134 +1%
AllianceBernstein
8
AllianceBernstein
Tennessee
$253M +$10.1M +128,637 +4%
Ameriprise
9
Ameriprise
Minnesota
$250M +$20.4M +260,241 +9%
BFA
10
BlackRock Fund Advisors
California
$248M -$3.77M -48,059 -2%
JHIU
11
Janus Henderson Investors US
Colorado
$244M -$24.9M -317,200 -9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$236M +$21.8M +277,651 +10%
Northern Trust
13
Northern Trust
Illinois
$230M +$229K +2,916 +0.1%
AQR Capital Management
14
AQR Capital Management
Connecticut
$222M -$382K -4,878 -0.2%
LT
15
Lindsell Train
United Kingdom
$220M +$3.53M +45,000 +2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$182M -$74.8M -954,430 -29%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$180M +$1.25M +15,931 +0.7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$174M -$8.93M -113,881 -5%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$155M -$29M -369,743 -16%
Invesco
20
Invesco
Georgia
$153M -$12.4M -157,824 -8%
BG
21
BlackRock Group
United Kingdom
$144M +$246K +3,142 +0.2%
Norges Bank
22
Norges Bank
Norway
$138M +$1M +12,786 +0.7%
TCIM
23
TIAA CREF Investment Management
New York
$134M -$12.6M -161,320 -9%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$132M +$1.49M +18,967 +1%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$132M +$11.6M +147,836 +10%

KDP Hedge Fund Activity: Q3 2015 in Review

544 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q3 2015, worth a combined $16.2B — up 33% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of KDP and 50 opened new positions — a net loss of 13 holders — while 233 trimmed existing stakes and 174 added.

The largest buyer was Citadel Advisors, adding an estimated $62.9M. The largest seller was JP Morgan Chase, cutting an estimated $76.9M.

  • 544 institutional investors held Keurig Dr Pepper (KDP) as of Q3 2015, down from 560 in Q2 2015.
  • Funds reported $16.2B of Keurig Dr Pepper stock for Q3 2015, up 33% quarter-over-quarter.
  • 50 funds opened new Keurig Dr Pepper positions in Q3 2015 and 63 closed out, a net change of -13 holders.
  • The largest Keurig Dr Pepper buyer in Q3 2015 was Citadel Advisors, an estimated $62.9M added.
  • The largest Keurig Dr Pepper seller in Q3 2015 was JP Morgan Chase, an estimated $76.9M sold.

Based on aggregated 13F filings for Q3 2015.