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Keurig Dr Pepper

704 hedge funds and large institutions have $27B invested in Keurig Dr Pepper in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 280 increasing their positions, 216 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 51

77% more call options, than puts

Call options by funds: $112M | Put options by funds: $63.3M

30% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 216

10% more funds holding

Funds holding: 642704 (+62)

0.3% more ownership

Funds ownership: 53.39%53.69% (+0.3%)

0% less capital invested

Capital invested by funds: $27.1B → $27B (-$69.3M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
704
Holders Change
+62
Holders Change %
+9.66%
% of All Funds
11.29%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
126
Increased
280
Reduced
216
Closed
51
Calls
$112M
Puts
$63.3M
Net Calls
+$48.6M
Net Calls Change
-$11.2M

KDP Hedge Fund Activity: Q4 2022 in Review

704 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2022, worth a combined $27B — down 0.26% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new KDP positions and 51 closed out — a net gain of 75 holders — while 280 added to existing stakes and 216 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $312M. The largest seller was T. Rowe Price Associates, cutting an estimated $473M.

  • 704 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2022, up from 642 in Q3 2022.
  • Funds reported $27B of Keurig Dr Pepper stock for Q4 2022, down 0.26% quarter-over-quarter.
  • 126 funds opened new Keurig Dr Pepper positions in Q4 2022 and 51 closed out, a net change of +75 holders.
  • The largest Keurig Dr Pepper buyer in Q4 2022 was Wellington Management Group, an estimated $312M added.
  • The largest Keurig Dr Pepper seller in Q4 2022 was T. Rowe Price Associates, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2022.