Keurig Dr Pepper
702 hedge funds and large institutions have $30.2B invested in Keurig Dr Pepper in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 277 increasing their positions, 245 reducing their positions, and 86 closing their positions.
76% more call options, than puts
Call options by funds: $153M | Put options by funds: $86.6M
36% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 86
13% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 245
8% more capital invested
Capital invested by funds: $27.9B → $30.2B (+$2.33B)
3% more funds holding
Funds holding: 682 → 702 (+20)
2.01% more ownership
Funds ownership: 62.92% → 64.93% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$428M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$318M |
| 3 |
BlackRock
New York
|
+$140M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$115M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$150M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$120M |
| 3 |
Millennium Management
New York
|
-$75.9M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$66.5M |
| 5 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$62.5M |
KDP Hedge Fund Activity: Q4 2023 in Review
702 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q4 2023, worth a combined $30.2B — up 8.4% from $27.9B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new KDP positions and 86 closed out — a net gain of 31 holders — while 277 added to existing stakes and 245 trimmed.
The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Citadel Advisors, cutting an estimated $150M.
- 702 institutional investors held Keurig Dr Pepper (KDP) as of Q4 2023, up from 682 in Q3 2023.
- Funds reported $30.2B of Keurig Dr Pepper stock for Q4 2023, up 8.4% quarter-over-quarter.
- 117 funds opened new Keurig Dr Pepper positions in Q4 2023 and 86 closed out, a net change of +31 holders.
- The largest Keurig Dr Pepper buyer in Q4 2023 was Capital World Investors, an estimated $428M added.
- The largest Keurig Dr Pepper seller in Q4 2023 was Citadel Advisors, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2023.