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Krispy Kreme

141 hedge funds and large institutions have $890M invested in Krispy Kreme in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $4.59M

58% more capital invested

Capital invested by funds: $562M → $890M (+$328M)

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.45% more ownership

Funds ownership: 32.59%34.04% (+1.4%)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

2% less funds holding

Funds holding: 144141 (-3)

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
45
Reduced
34
Closed
31
Calls
$12.8M
Puts
$4.59M
Net Calls
+$8.26M
Net Calls Change
+$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1
BDT Capital Partners
Illinois
$222M
Vanguard Group
2
Vanguard Group
Pennsylvania
$103M +$1.84M +141,861 +2%
BlackRock
3
BlackRock
New York
$74.9M -$1.15M -88,533 -2%
BAMCO Inc
4
BAMCO Inc
New York
$72.5M +$10.8M +832,819 +22%
BS
5
Banco Santander
Spain
$40.9M +$34.1M +2,630,624 New
TOTUOP
6
Trustees of The University of Pennsylvania
Pennsylvania
$31.2M
GKIM
7
GW&K Investment Management
Massachusetts
$30.1M +$412K +31,758 +2%
BOTOTLSJU
8
Board of Trustees of The Leland Stanford Junior University
California
$27.8M -$5.16M -397,760 -18%
State Street
9
State Street
Massachusetts
$24.3M +$314K +24,214 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$22.8M +$795K +61,291 +4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$21.2M -$2.78M -214,569 -14%
LP
12
Lexington Partners
New York
$16.9M
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$15.6M
AP
14
AlpInvest Partners
Netherlands
$15.1M
Goldman Sachs
15
Goldman Sachs
New York
$13.1M -$2.15M -165,738 -16%
Millennium Management
16
Millennium Management
New York
$10.5M +$8.44M +650,814 +2,987%
N
17
Nuveen
North Carolina
$10.3M +$5.62M +433,688 +191%
Northern Trust
18
Northern Trust
Illinois
$9.67M +$73.7K +5,682 +0.9%
PC
19
Pier Capital
Connecticut
$9.56M +$7.97M +614,792 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.4M -$158K -12,205 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$8.26M +$5.9M +455,054 +598%
TA
22
Tiedemann Advisors
New York
$8.1M
Charles Schwab
23
Charles Schwab
California
$7.88M -$24.9K -1,917 -0.4%
Norges Bank
24
Norges Bank
Norway
$7.8M
Morgan Stanley
25
Morgan Stanley
New York
$7.3M -$1.42M -109,276 -19%

DNUT Hedge Fund Activity: Q1 2023 in Review

141 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Krispy Kreme (DNUT) for Q1 2023, worth a combined $890M — up 58% from $562M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DNUT and 30 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 45 added.

The largest buyer was Banco Santander, opening a new position worth an estimated $34.1M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $7.9M sold.

  • 141 institutional investors held Krispy Kreme (DNUT) as of Q1 2023, down from 144 in Q4 2022.
  • Funds reported $890M of Krispy Kreme stock for Q1 2023, up 58% quarter-over-quarter.
  • 30 funds opened new Krispy Kreme positions in Q1 2023 and 31 closed out, a net change of -1 holder.
  • The largest Krispy Kreme buyer in Q1 2023 was Banco Santander, an estimated $34.1M added.
  • The largest Krispy Kreme seller in Q1 2023 was Balyasny Asset Management, an estimated $7.9M sold.

Based on aggregated 13F filings for Q1 2023.