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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
Morgan Stanley
1
Morgan Stanley
New York
$229M +$203M +4,696,144 New
DCP
2
Durable Capital Partners
Maryland
$227M +$202M +4,658,655 New
Norges Bank
3
Norges Bank
Norway
$177M +$157M +3,633,664 New
BAMCO Inc
4
BAMCO Inc
New York
$143M +$127M +2,934,001 New
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$142M +$126M +2,906,310 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$112M +$99.6M +2,300,000 New
N
7
Nuveen
North Carolina
$99.6M +$88.5M +2,044,226 New
Capital World Investors
8
Capital World Investors
California
$70.9M +$63M +1,455,280 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$40.2M +$35.8M +825,925 New
Holocene Advisors
10
Holocene Advisors
New York
$36M +$32M +739,723 New
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$33M +$29.3M +677,299 New
Citadel Advisors
12
Citadel Advisors
Florida
$31.6M +$28.1M +649,183 New
SFM
13
Soros Fund Management
New York
$30.5M +$27.1M +625,000 New
BlackRock
14
BlackRock
New York
$29M +$25.8M +595,944 New
Federated Hermes
15
Federated Hermes
Pennsylvania
$27.2M +$24.1M +557,200 New
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$21.2M +$18.8M +434,441 New
DZ Bank
17
DZ Bank
Germany
$15.9M +$14.1M +326,448 New
DIG
18
Dragoneer Investment Group
California
$14.6M +$13M +300,000 New
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.6M +$13M +300,000 New
Goldman Sachs
20
Goldman Sachs
New York
$13.9M +$12.3M +284,717 New
State Street
21
State Street
Massachusetts
$9.89M +$8.78M +202,886 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$6.78M +$6.03M +139,184 New
CCM
23
Crestwood Capital Management
New York
$6.51M +$5.79M +133,687 New
Bank of America
24
Bank of America
North Carolina
$5.78M +$5.13M +118,592 New
Tudor Investment Corp
25
Tudor Investment Corp
Connecticut
$5.48M +$4.87M +112,419 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.