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Krispy Kreme

144 hedge funds and large institutions have $813M invested in Krispy Kreme in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-6
Holders Change %
-4%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
35
Increased
47
Reduced
34
Closed
40
Calls
$12.7M
Puts
$8.96M
Net Calls
+$3.71M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
126
Russell Investments Group
United Kingdom
$1.1K
CTC
127
Central Trust Company
Missouri
$1.08K
AF
128
Allworth Financial
California
$773 +$773 +69 New
PA
129
Parallel Advisors
California
$699 -$3.51K -326 -83%
IA
130
IFS Advisors
Kansas
$602
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$366 +$366 +34 New
SAM
132
Smartleaf Asset Management
Massachusetts
$350 +$350 +33 New
QCG
133
Quadrant Capital Group
Ohio
$334
JWA
134
JFS Wealth Advisors
Pennsylvania
$302
PWA
135
Provenance Wealth Advisors
Florida
$301
SIC
136
SJS Investment Consulting
Ohio
$248
FFA
137
Farther Finance Advisors
California
$174
RIL
138
Rothschild Investment LLC
Illinois
$108
AAP
139
Arax Advisory Partners
Colorado
$97 +$97 +9 New
DPW
140
DiNuzzo Private Wealth
Pennsylvania
$87 +$11 +1 +14%
BHWM
141
Beaird Harris Wealth Management
Texas
$65
MG
142
Mather Group
Illinois
$46 +$46 +3 New
CCM
143
Chilton Capital Management
Texas
$11 +$11 +1 New
LP
144
Lexington Partners
New York
-$16.6M -1,087,353 Closed
First Trust Advisors
145
First Trust Advisors
Illinois
-$3.34M -219,332 Closed
Capstone Investment Advisors
146
Capstone Investment Advisors
New York
-$2.63M -172,339 Closed
RA
147
Royce & Associates
New York
-$2.53M -166,035 Closed
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
-$2.43M -159,282 Closed
RJA
149
Raymond James & Associates
Florida
-$1.08M -70,973 Closed
Squarepoint
150
Squarepoint
New York
-$951K -62,431 Closed