Keurig Dr Pepper
622 hedge funds and large institutions have $16.2B invested in Keurig Dr Pepper in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 190 increasing their positions, 240 reducing their positions, and 60 closing their positions.
207% more call options, than puts
Call options by funds: $96.7M | Put options by funds: $31.5M
50% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 60
10% more capital invested
Capital invested by funds: $14.7B → $16.2B (+$1.49B)
4% more funds holding
Funds holding: 596 → 622 (+26)
0.93% more ownership
Funds ownership: 91.64% → 92.57% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
21% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 240
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$183M |
| 2 |
BlackRock
New York
|
+$121M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$117M |
| 4 |
Fundsmith LLP
London,
United Kingdom
|
+$112M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$77.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$166M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$111M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$75.8M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$70.2M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$54.1M |
KDP Hedge Fund Activity: Q4 2017 in Review
622 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2017, worth a combined $16.2B — up 10% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new KDP positions and 60 closed out — a net gain of 30 holders — while 190 added to existing stakes and 240 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $183M. The largest seller was Bank of Montreal, cutting an estimated $166M.
- 622 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2017, up from 596 in Q3 2017.
- Funds reported $16.2B of Keurig Dr Pepper stock for Q4 2017, up 10% quarter-over-quarter.
- 90 funds opened new Keurig Dr Pepper positions in Q4 2017 and 60 closed out, a net change of +30 holders.
- The largest Keurig Dr Pepper buyer in Q4 2017 was JP Morgan Chase, an estimated $183M added.
- The largest Keurig Dr Pepper seller in Q4 2017 was Bank of Montreal, an estimated $166M sold.
Based on aggregated 13F filings for Q4 2017.