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Birkenstock

175 hedge funds and large institutions have $9.84B invested in Birkenstock in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

602% more capital invested

Capital invested by funds: $1.4B → $9.84B (+$8.44B)

270% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 20

152% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 23

114% more call options, than puts

Call options by funds: $62M | Put options by funds: $29M

80.49% more ownership

Funds ownership: 15.78%96.27% (+80%)

43% more funds holding

Funds holding: 122175 (+53)

Holders
175
Holders Change
+53
Holders Change %
+43.44%
% of All Funds
2.53%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.07%
New
74
Increased
58
Reduced
23
Closed
20
Calls
$62M
Puts
$29M
Net Calls
+$33M
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CMC
1
Catterton Management Company
Connecticut
$7.48B +$6.82B +137,508,648 New
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$179M +$19.8M +399,836 +14%
Norges Bank
3
Norges Bank
Norway
$173M -$233K -4,705 -0.1%
DCP
4
Durable Capital Partners
Maryland
$170M -$46M -927,561 -23%
BAMCO Inc
5
BAMCO Inc
New York
$165M +$2.48M +49,956 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$163M +$34.7M +700,000 +30%
N
7
Nuveen
North Carolina
$148M -$6.71M -135,311 -5%
Morgan Stanley
8
Morgan Stanley
New York
$147M +$17.2M +347,549 +15%
Capital World Investors
9
Capital World Investors
California
$80.2M +$197K +3,976 +0.3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$71.8M +$15M +303,638 +30%
Millennium Management
11
Millennium Management
New York
$62M +$56.5M +1,138,987 New
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$58.6M +$19.9M +400,700 +59%
Federated Hermes
13
Federated Hermes
Pennsylvania
$58.3M +$15.7M +316,935 +42%
AllianceBernstein
14
AllianceBernstein
Tennessee
$54.2M +$48.7M +983,273 +7,290%
GCM
15
Ghisallo Capital Management
Massachusetts
$49M +$39.7M +800,000 +800%
MGCM
16
Mane Global Capital Management
New York
$44.2M +$24.8M +501,366 +161%
LP
17
LMR Partners
United Kingdom
$43.3M +$39.4M +795,239 New
Invesco
18
Invesco
Georgia
$36.4M +$32.1M +648,088 +2,978%
IP
19
Interval Partners
New York
$34M +$21.9M +441,419 +241%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$33.7M +$30.7M +618,638 New
Citadel Advisors
21
Citadel Advisors
Florida
$30M +$18.2M +367,841 +200%
SSA
22
Schonfeld Strategic Advisors
New York
$28.3M +$24.1M +486,892 +1,427%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$28.3M -$1.59M -32,042 -6%
Goldman Sachs
24
Goldman Sachs
New York
$27.6M +$11.9M +240,363 +90%
BlackRock
25
BlackRock
New York
$26.9M -$948K -19,118 -4%

BIRK Hedge Fund Activity: Q2 2024 in Review

175 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Birkenstock (BIRK) for Q2 2024, worth a combined $9.84B — up 602% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BIRK positions and 20 closed out — a net gain of 54 holders — while 58 added to existing stakes and 23 trimmed.

The largest buyer was Catterton Management Company, opening a new position worth an estimated $6.82B. The largest seller was Durable Capital Partners, cutting an estimated $46M.

  • 175 institutional investors held Birkenstock (BIRK) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $9.84B of Birkenstock stock for Q2 2024, up 602% quarter-over-quarter.
  • 74 funds opened new Birkenstock positions in Q2 2024 and 20 closed out, a net change of +54 holders.
  • The largest Birkenstock buyer in Q2 2024 was Catterton Management Company, an estimated $6.82B added.
  • The largest Birkenstock seller in Q2 2024 was Durable Capital Partners, an estimated $46M sold.

Based on aggregated 13F filings for Q2 2024.