Keurig Dr Pepper
607 hedge funds and large institutions have $15.8B invested in Keurig Dr Pepper in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 201 increasing their positions, 225 reducing their positions, and 37 closing their positions.
181% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 37
130% more call options, than puts
Call options by funds: $29.7M | Put options by funds: $12.9M
46% more funds holding in top 10
Funds holding in top 10: 13 → 19 (+6)
21% more capital invested
Capital invested by funds: $13B → $15.8B (+$2.78B)
12% more funds holding
Funds holding: 544 → 607 (+63)
3.23% more ownership
Funds ownership: 86.34% → 89.58% (+3.2%)
11% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 225
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$746M |
| 2 |
Goldman Sachs
New York
|
+$85.1M |
| 3 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$80.9M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$39.1M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$140M |
| 2 |
JP Morgan Chase
New York
|
-$112M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$93.4M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$67.5M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$53.1M |
KDP Hedge Fund Activity: Q4 2015 in Review
607 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2015, worth a combined $15.8B — up 21% from $13B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new KDP positions and 37 closed out — a net gain of 67 holders — while 201 added to existing stakes and 225 trimmed.
The largest buyer was State Street, opening a new position worth an estimated $746M. The largest seller was Schroder Investment Management Group, cutting an estimated $140M.
- 607 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2015, up from 544 in Q3 2015.
- Funds reported $15.8B of Keurig Dr Pepper stock for Q4 2015, up 21% quarter-over-quarter.
- 104 funds opened new Keurig Dr Pepper positions in Q4 2015 and 37 closed out, a net change of +67 holders.
- The largest Keurig Dr Pepper buyer in Q4 2015 was State Street, an estimated $746M added.
- The largest Keurig Dr Pepper seller in Q4 2015 was Schroder Investment Management Group, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2015.