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Krispy Kreme

144 hedge funds and large institutions have $562M invested in Krispy Kreme in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

25% more funds holding

Funds holding: 115144 (+29)

1.99% more ownership

Funds ownership: 30.61%32.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

5% less capital invested

Capital invested by funds: $591M → $562M (-$28.9M)

12% less call options, than puts

Call options by funds: $6.51M | Put options by funds: $7.36M

Holders
144
Holders Change
+29
Holders Change %
+25.22%
% of All Funds
2.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
36
Reduced
36
Closed
15
Calls
$6.51M
Puts
$7.36M
Net Calls
-$850K
Net Calls Change
+$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1
BDT Capital Partners
Illinois
$148M
Vanguard Group
2
Vanguard Group
Pennsylvania
$67.1M +$2.31M +169,260 +3%
BlackRock
3
BlackRock
New York
$50.6M +$3.93M +288,514 +6%
BAMCO Inc
4
BAMCO Inc
New York
$39.5M -$2.96M -217,510 -5%
BOTOTLSJU
5
Board of Trustees of The Leland Stanford Junior University
California
$22.6M
TOTUOP
6
Trustees of The University of Pennsylvania
Pennsylvania
$20.7M
GKIM
7
GW&K Investment Management
Massachusetts
$19.6M -$498K -36,558 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$16.3M -$714K -52,392 -3%
State Street
9
State Street
Massachusetts
$15.9M +$478K +35,084 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.5M +$977K +71,763 +5%
LP
11
Lexington Partners
New York
$11.2M
Goldman Sachs
12
Goldman Sachs
New York
$10.4M -$9.67M -709,877 -41%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$10.3M +$13.6M +1,000,000 New
AP
14
AlpInvest Partners
Netherlands
$10M
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$7.9M +$9.12M +669,689 +697%
Northern Trust
16
Northern Trust
Illinois
$6.36M -$69.7K -5,114 -0.8%
Morgan Stanley
17
Morgan Stanley
New York
$5.97M +$1.02M +74,640 +15%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.7M +$508K +37,295 +7%
GCM
19
Graham Capital Management
Connecticut
$5.53M +$7.3M +536,306 New
TA
20
Tiedemann Advisors
New York
$5.38M +$7.09M +520,840 New
Charles Schwab
21
Charles Schwab
California
$5.25M +$158K +11,570 +2%
Norges Bank
22
Norges Bank
Norway
$5.18M
Citadel Advisors
23
Citadel Advisors
Florida
$5.18M +$6.69M +491,105 +4,733%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$5M -$2.7M -198,560 -29%
RA
25
Royce & Associates
New York
$3.49M -$1.48M -108,700 -24%

DNUT Hedge Fund Activity: Q4 2022 in Review

144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Krispy Kreme (DNUT) for Q4 2022, worth a combined $562M — down 4.9% from $591M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DNUT positions and 15 closed out — a net gain of 31 holders — while 36 added to existing stakes and 36 trimmed.

The largest buyer was National Bank of Canada, opening a new position worth an estimated $13.6M. The largest seller was Goldman Sachs, cutting an estimated $9.67M.

  • 144 institutional investors held Krispy Kreme (DNUT) as of Q4 2022, up from 115 in Q3 2022.
  • Funds reported $562M of Krispy Kreme stock for Q4 2022, down 4.9% quarter-over-quarter.
  • 46 funds opened new Krispy Kreme positions in Q4 2022 and 15 closed out, a net change of +31 holders.
  • The largest Krispy Kreme buyer in Q4 2022 was National Bank of Canada, an estimated $13.6M added.
  • The largest Krispy Kreme seller in Q4 2022 was Goldman Sachs, an estimated $9.67M sold.

Based on aggregated 13F filings for Q4 2022.