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Birkenstock

180 hedge funds and large institutions have $8.93B invested in Birkenstock in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $108M | Put options by funds: $29.4M

95% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 39

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

3% more funds holding

Funds holding: 175180 (+5)

0.17% more ownership

Funds ownership: 96.27%96.44% (+0.17%)

9% less capital invested

Capital invested by funds: $9.84B → $8.93B (-$910M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
180
Holders Change
+5
Holders Change %
+2.86%
% of All Funds
2.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
43
Increased
76
Reduced
39
Closed
37
Calls
$108M
Puts
$29.4M
Net Calls
+$78.4M
Net Calls Change
+$45.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CMC
1
Catterton Management Company
Connecticut
$6.66B -$125M -2,290,577 -2%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$194M +$34.3M +630,786 +19%
BAMCO Inc
3
BAMCO Inc
New York
$153M +$4.25M +78,093 +3%
N
4
Nuveen
North Carolina
$148M +$15.8M +290,381 +11%
DCP
5
Durable Capital Partners
Maryland
$145M -$9.44M -173,548 -6%
Norges Bank
6
Norges Bank
Norway
$132M -$27.5M -505,136 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
7
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$128M -$21.8M -400,000 -13%
GC
8
Greenvale Capital
United Kingdom
$108M +$120M +2,200,000 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$105M +$44.1M +809,784 +61%
Morgan Stanley
10
Morgan Stanley
New York
$94M -$42.9M -788,628 -29%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$74.4M +$23.6M +433,257 +40%
Capital World Investors
12
Capital World Investors
California
$72.6M +$30.2K +555 +0%
Federated Hermes
13
Federated Hermes
Pennsylvania
$55.6M +$3.05M +56,054 +5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$52M +$3.2M +58,835 +6%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$44.4M +$15.3M +281,362 +45%
Bank of America
16
Bank of America
North Carolina
$44.3M +$40.8M +749,582 +503%
Millennium Management
17
Millennium Management
New York
$39.1M -$18.8M -346,424 -30%
BlackRock
18
BlackRock
New York
$38.2M +$15.2M +279,244 +56%
MGCM
19
Mane Global Capital Management
New York
$37.8M -$2.46M -45,184 -6%
Goldman Sachs
20
Goldman Sachs
New York
$32.9M +$8.66M +159,171 +31%
Citadel Advisors
21
Citadel Advisors
Florida
$30.6M +$3.78M +69,555 +13%
BBCM
22
Broad Bay Capital Management
New York
$28.7M +$14.7M +270,134 +87%
Walleye Capital
23
Walleye Capital
New York
$27.2M +$25.8M +473,486 +605%
Renaissance Technologies
24
Renaissance Technologies
New York
$24.9M +$20.8M +381,618 +308%
Holocene Advisors
25
Holocene Advisors
New York
$24.7M +$6.99M +128,552 +34%

BIRK Hedge Fund Activity: Q3 2024 in Review

180 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Birkenstock (BIRK) for Q3 2024, worth a combined $8.93B — down 9.3% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BIRK positions and 37 closed out — a net gain of 6 holders — while 76 added to existing stakes and 39 trimmed.

The largest buyer was Greenvale Capital, opening a new position worth an estimated $120M. The largest seller was Catterton Management Company, cutting an estimated $125M.

  • 180 institutional investors held Birkenstock (BIRK) as of Q3 2024, up from 175 in Q2 2024.
  • Funds reported $8.93B of Birkenstock stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 43 funds opened new Birkenstock positions in Q3 2024 and 37 closed out, a net change of +6 holders.
  • The largest Birkenstock buyer in Q3 2024 was Greenvale Capital, an estimated $120M added.
  • The largest Birkenstock seller in Q3 2024 was Catterton Management Company, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2024.