Krispy Kreme
DNUT
133 hedge funds and large institutions have $961M invested in Krispy Kreme in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 24 closing their positions.
58% more call options, than puts
Call options by funds: $6.16M | Put options by funds: $3.89M
28% more capital invested
Capital invested by funds: $751M → $961M (+$210M)
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
10% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 40
1.98% more ownership
Funds ownership: 35.79% → 37.76% (+2%)
2% more funds holding
Funds holding: 131 → 133 (+2)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$56.4M |
| 2 |
Morgan Stanley
New York
|
+$11.5M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
+$10.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$8.94M |
| 5 |
BlackRock
New York
|
+$6.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCP
BDT Capital Partners
Chicago,
Illinois
|
-$53.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.79M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
-$3.48M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$3.04M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$1.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSPIA
151
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$1.68K | -135 | Closed |
|
152
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$748 | -60 | Closed |
|
|
MIA
153
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$624 | -50 | Closed |
|
|
GG
154
Gleason Group
Prospect,
Kentucky
| – | -$381 | -31 | Closed |
|
|
AF
155
Allworth Financial
Folsom,
California
| – | -$113 | -9 | Closed |
|
156
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$100 | -8 | Closed |
|
|
C
157
Covestor
London,
United Kingdom
| – | -$13 | -1 | -8% |
|
DNUT Hedge Fund Activity: Q4 2023 in Review
133 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Krispy Kreme (DNUT) for Q4 2023, worth a combined $961M — up 28% from $751M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DNUT positions and 24 closed out — a net gain of 4 holders — while 44 added to existing stakes and 40 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $56.4M. The largest seller was BDT Capital Partners, exiting entirely with an estimated $53.9M sold.
- 133 institutional investors held Krispy Kreme (DNUT) as of Q4 2023, up from 131 in Q3 2023.
- Funds reported $961M of Krispy Kreme stock for Q4 2023, up 28% quarter-over-quarter.
- 28 funds opened new Krispy Kreme positions in Q4 2023 and 24 closed out, a net change of +4 holders.
- The largest Krispy Kreme buyer in Q4 2023 was HSBC Holdings, an estimated $56.4M added.
- The largest Krispy Kreme seller in Q4 2023 was BDT Capital Partners, an estimated $53.9M sold.
Based on aggregated 13F filings for Q4 2023.