Keurig Dr Pepper
590 hedge funds and large institutions have $20.2B invested in Keurig Dr Pepper in 2018 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 115 increasing their positions, 276 reducing their positions, and 120 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 7 → 21 (+14)
24% more capital invested
Capital invested by funds: $16.2B → $20.2B (+$3.94B)
2.2% more ownership
Funds ownership: 92.57% → 94.77% (+2.2%)
8% more call options, than puts
Call options by funds: $258M | Put options by funds: $239M
5% less funds holding
Funds holding: 622 → 590 (-32)
20% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 120
58% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 276
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.02B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$374M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$369M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$362M |
| 5 |
Goldman Sachs
New York
|
+$360M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
-$849M |
| 2 |
BlackRock
New York
|
-$449M |
| 3 |
JP Morgan Chase
New York
|
-$223M |
| 4 |
Janus Henderson Group
London,
|
-$221M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$151M |
KDP Hedge Fund Activity: Q1 2018 in Review
590 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q1 2018, worth a combined $20.2B — up 24% from $16.2B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of KDP and 96 opened new positions — a net loss of 24 holders — while 276 trimmed existing stakes and 115 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.02B. The largest seller was Fundsmith LLP, exiting entirely with an estimated $849M sold.
- 590 institutional investors held Keurig Dr Pepper (KDP) as of Q1 2018, down from 622 in Q4 2017.
- Funds reported $20.2B of Keurig Dr Pepper stock for Q1 2018, up 24% quarter-over-quarter.
- 96 funds opened new Keurig Dr Pepper positions in Q1 2018 and 120 closed out, a net change of -24 holders.
- The largest Keurig Dr Pepper buyer in Q1 2018 was T. Rowe Price Associates, an estimated $1.02B added.
- The largest Keurig Dr Pepper seller in Q1 2018 was Fundsmith LLP, an estimated $849M sold.
Based on aggregated 13F filings for Q1 2018.