Keurig Dr Pepper
550 hedge funds and large institutions have $26.4B invested in Keurig Dr Pepper in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 220 increasing their positions, 133 reducing their positions, and 48 closing their positions.
123% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 48
65% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 133
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
14% more capital invested
Capital invested by funds: $23.1B → $26.4B (+$3.25B)
11% more call options, than puts
Call options by funds: $57.5M | Put options by funds: $51.6M
11% more funds holding
Funds holding: 495 → 550 (+55)
2.72% more ownership
Funds ownership: 47.79% → 50.52% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$550M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$548M |
| 3 |
BlackRock
New York
|
+$243M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$128M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$322M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$156M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$122M |
| 4 |
WT
Wellcome Trust
London,
United Kingdom
|
-$122M |
| 5 |
CGC
Continental Grain Company
New York
|
-$119M |
KDP Hedge Fund Activity: Q4 2021 in Review
550 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2021, worth a combined $26.4B — up 14% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new KDP positions and 48 closed out — a net gain of 59 holders — while 220 added to existing stakes and 133 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $550M. The largest seller was Wells Fargo, cutting an estimated $322M.
- 550 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2021, up from 495 in Q3 2021.
- Funds reported $26.4B of Keurig Dr Pepper stock for Q4 2021, up 14% quarter-over-quarter.
- 107 funds opened new Keurig Dr Pepper positions in Q4 2021 and 48 closed out, a net change of +59 holders.
- The largest Keurig Dr Pepper buyer in Q4 2021 was Boston Partners, an estimated $550M added.
- The largest Keurig Dr Pepper seller in Q4 2021 was Wells Fargo, an estimated $322M sold.
Based on aggregated 13F filings for Q4 2021.