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Birkenstock

103 hedge funds and large institutions have $1.62B invested in Birkenstock in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $30.6M | Put options by funds: $16.3M

17.75% more ownership

Funds ownership: 0%17.75% (+18%)

Holders
103
Holders Change
+103
Holders Change %
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
103
Increased
Reduced
Closed
Calls
$30.6M
Puts
$16.3M
Net Calls
+$14.3M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$82.8K +$73.6K +1,700 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$78K +$69.1K +1,596 New
TRCT
78
Tower Research Capital (TRC)
New York
$76.6K +$68K +1,571 New
Wells Fargo
79
Wells Fargo
California
$74.4K +$66.1K +1,527 New
MIM
80
MetLife Investment Management
New Jersey
$45.2K +$40.2K +928 New
Citigroup
81
Citigroup
New York
$27.2K +$24.2K +558 New
SPIA
82
Steward Partners Investment Advisory
New York
$26.4K +$23.4K +541 New
RCM
83
Richardson Capital Management
Wisconsin
$24.4K +$21.6K +500 New
Barclays
84
Barclays
United Kingdom
$23.9K +$21.2K +490 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$23K +$20.6K +476 New
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$22.7K +$20.8K +480 New
JP Morgan Chase
87
JP Morgan Chase
New York
$17.1K +$15.2K +350 New
PA
88
Parallel Advisors
California
$17.1K +$15.2K +350 New
AIG
89
American International Group
New York
$15.5K +$13.8K +319 New
BLC
90
Brown, Lisle/Cummings
Rhode Island
$14.6K +$13K +300 New
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.6K +$13K +300 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$14.6K +$13K +300 New
Deutsche Bank
93
Deutsche Bank
Germany
$14.3K +$12.7K +293 New
TCOV
94
Trust Company of Vermont
Vermont
$12.9K +$11.5K +265 New
QL
95
Quarry LP
New York
$9.99K +$8.88K +205 New
HGERS
96
Householder Group Estate & Retirement Specialist
Arizona
$8K +$7.36K +170 New
AF
97
Arrow Financial
New York
$4.87K +$4.33K +100 New
FWM
98
Focused Wealth Management
New York
$4.87K +$4.33K +100 New
RAM
99
Riggs Asset Management
Pennsylvania
$4.87K +$4.33K +100 New
CG
100
Cutler Group
California
$2K +$2.08K +48 New

BIRK Hedge Fund Activity: Q4 2023 in Review

103 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Birkenstock (BIRK) for Q4 2023, worth a combined $1.62B.

Buyers outnumbered sellers: 103 funds opened new BIRK positions and 0 closed out — a net gain of 103 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $203M.

  • 103 institutional investors held Birkenstock (BIRK) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $1.62B of Birkenstock stock for Q4 2023.
  • 103 funds opened new Birkenstock positions in Q4 2023 and 0 closed out, a net change of +103 holders.
  • The largest Birkenstock buyer in Q4 2023 was Morgan Stanley, an estimated $203M added.

Based on aggregated 13F filings for Q4 2023.