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Krispy Kreme

103 hedge funds and large institutions have $762M invested in Krispy Kreme in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 13

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

64% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $18.5M

47% more capital invested

Capital invested by funds: $518M → $762M (+$244M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

36% more funds holding

Funds holding: 76103 (+27)

1.86% more ownership

Funds ownership: 22.22%24.08% (+1.9%)

Holders
103
Holders Change
+27
Holders Change %
+35.53%
% of All Funds
1.59%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
41
Increased
28
Reduced
15
Closed
13
Calls
$30.4M
Puts
$18.5M
Net Calls
+$11.9M
Net Calls Change
+$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1
BDT Capital Partners
Illinois
$271M +$169K +11,481 +0.1%
BAMCO Inc
2
BAMCO Inc
New York
$60M +$1.8M +122,218 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56M +$2.39M +162,353 +6%
BOTOTLSJU
4
Board of Trustees of The Leland Stanford Junior University
California
$41.4M
TOTUOP
5
Trustees of The University of Pennsylvania
Pennsylvania
$38M +$29.5M +2,009,111 New
BlackRock
6
BlackRock
New York
$31M +$5.64M +383,813 +31%
WT
7
Wellcome Trust
United Kingdom
$30.5M +$23.7M +1,613,568 New
CGC
8
Continental Grain Company
New York
$27.7M
Fidelity International
9
Fidelity International
Bermuda
$25.6M -$19.8M -1,345,405 -50%
LP
10
Lexington Partners
New York
$20.6M +$16M +1,087,353 New
AP
11
AlpInvest Partners
Netherlands
$18.4M
DCM
12
Driehaus Capital Management
Illinois
$16.5M +$3.96M +269,392 +45%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$11.2M +$8.67M +590,207 +39,087%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$10.6M +$527K +35,871 +7%
Morgan Stanley
15
Morgan Stanley
New York
$8.81M -$3.92M -267,124 -36%
State Street
16
State Street
Massachusetts
$8.27M +$2.4M +163,374 +60%
GKIM
17
GW&K Investment Management
Massachusetts
$8.05M +$6.25M +425,670 New
RA
18
Royce & Associates
New York
$7.51M +$5.83M +396,874 New
BM
19
Brandywine Managers
Delaware
$6.09M
Northern Trust
20
Northern Trust
Illinois
$4.49M +$395K +26,907 +13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.26M +$2.48M +168,581 +297%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$4.26M +$674K +45,882 +26%
E
23
Ergoteles
New York
$3.94M +$3.06M +208,209 New
SG Americas Securities
24
SG Americas Securities
New York
$3.87M +$2.87M +195,309 +2,127%
GCM
25
Ghisallo Capital Management
Massachusetts
$3.78M

DNUT Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Krispy Kreme (DNUT) for Q4 2021, worth a combined $762M — up 47% from $518M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DNUT positions and 13 closed out — a net gain of 28 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was Wellcome Trust, opening a new position worth an estimated $23.7M. The largest seller was Durable Capital Partners, exiting entirely with an estimated $33.9M sold.

  • 103 institutional investors held Krispy Kreme (DNUT) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $762M of Krispy Kreme stock for Q4 2021, up 47% quarter-over-quarter.
  • 41 funds opened new Krispy Kreme positions in Q4 2021 and 13 closed out, a net change of +28 holders.
  • The largest Krispy Kreme buyer in Q4 2021 was Wellcome Trust, an estimated $23.7M added.
  • The largest Krispy Kreme seller in Q4 2021 was Durable Capital Partners, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2021.