Keurig Dr Pepper
490 hedge funds and large institutions have $23.7B invested in Keurig Dr Pepper in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 217 increasing their positions, 112 reducing their positions, and 62 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 112
94% more call options, than puts
Call options by funds: $56.7M | Put options by funds: $29.3M
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
8% more capital invested
Capital invested by funds: $22B → $23.7B (+$1.67B)
1.89% more ownership
Funds ownership: 45.58% → 47.48% (+1.9%)
2% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 62
1% less funds holding
Funds holding: 493 → 490 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$125M |
| 2 |
Blackstone Inc
New York
|
+$118M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$83.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$82.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$81.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$312M |
| 2 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
-$62M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$35.2M |
| 4 |
JP Morgan Chase
New York
|
-$26.4M |
| 5 |
D.E. Shaw & Co
New York
|
-$25.9M |
KDP Hedge Fund Activity: Q2 2021 in Review
490 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q2 2021, worth a combined $23.7B — up 7.6% from $22B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new KDP positions and 62 closed out — a net gain of 1 holder — while 217 added to existing stakes and 112 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $125M. The largest seller was Capital Research Global Investors, cutting an estimated $312M.
- 490 institutional investors held Keurig Dr Pepper (KDP) as of Q2 2021, down from 493 in Q1 2021.
- Funds reported $23.7B of Keurig Dr Pepper stock for Q2 2021, up 7.6% quarter-over-quarter.
- 63 funds opened new Keurig Dr Pepper positions in Q2 2021 and 62 closed out, a net change of +1 holder.
- The largest Keurig Dr Pepper buyer in Q2 2021 was Fidelity Investments, an estimated $125M added.
- The largest Keurig Dr Pepper seller in Q2 2021 was Capital Research Global Investors, an estimated $312M sold.
Based on aggregated 13F filings for Q2 2021.