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Krispy Kreme

131 hedge funds and large institutions have $751M invested in Krispy Kreme in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

17% more call options, than puts

Call options by funds: $5.65M | Put options by funds: $4.82M

1.97% more ownership

Funds ownership: 33.81%35.79% (+2%)

4% less funds holding

Funds holding: 137131 (-6)

10% less capital invested

Capital invested by funds: $838M → $751M (-$87.2M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
131
Holders Change
-6
Holders Change %
-4.38%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
20
Increased
49
Reduced
37
Closed
26
Calls
$5.65M
Puts
$4.82M
Net Calls
+$829K
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$115M +$48.1M +3,439,948 +59%
Vanguard Group
2
Vanguard Group
Pennsylvania
$105M +$24M +1,721,287 +26%
BS
3
Banco Santander
Spain
$86M +$1.36M +97,037 +1%
BlackRock
4
BlackRock
New York
$74.1M +$5.76M +412,539 +7%
BCP
5
BDT Capital Partners
Illinois
$53.9M -$45.3M -3,243,271 -43%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$34M +$37.3M +2,670,286 +6,050%
TOTUOP
7
Trustees of The University of Pennsylvania
Pennsylvania
$25.1M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$23.6M +$3.22M +230,673 +14%
GKIM
9
GW&K Investment Management
Massachusetts
$23.2M -$832K -59,534 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$23M +$9.23M +660,950 +56%
State Street
11
State Street
Massachusetts
$21.4M +$799K +57,162 +3%
CCPM
12
Cooper Creek Partners Management
New York
$18.2M +$2.9M +207,314 +17%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$14M +$5.29K +379 +0%
LP
14
Lexington Partners
New York
$13.6M
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$12.4M
AP
16
AlpInvest Partners
Netherlands
$12.1M
Northern Trust
17
Northern Trust
Illinois
$9.52M +$600K +42,959 +6%
Charles Schwab
18
Charles Schwab
California
$8.21M +$1.54M +109,869 +20%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.6M +$563K +40,280 +7%
TA
20
Tiedemann Advisors
New York
$6.49M
Norges Bank
21
Norges Bank
Norway
$6.26M
Morgan Stanley
22
Morgan Stanley
New York
$5.81M -$305K -21,841 -4%
RA
23
Royce & Associates
New York
$4.2M +$1.09M +77,751 +30%
PC
24
Pier Capital
Connecticut
$3.48M +$45.8K +3,279 +1%
N
25
Nuveen
North Carolina
$2.84M -$3.31M -236,857 -51%

DNUT Hedge Fund Activity: Q3 2023 in Review

131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Krispy Kreme (DNUT) for Q3 2023, worth a combined $751M — down 10% from $838M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of DNUT and 20 opened new positions — a net loss of 6 holders — while 37 trimmed existing stakes and 49 added.

The largest buyer was BAMCO Inc, adding an estimated $48.1M. The largest seller was BDT Capital Partners, cutting an estimated $45.3M.

  • 131 institutional investors held Krispy Kreme (DNUT) as of Q3 2023, down from 137 in Q2 2023.
  • Funds reported $751M of Krispy Kreme stock for Q3 2023, down 10% quarter-over-quarter.
  • 20 funds opened new Krispy Kreme positions in Q3 2023 and 26 closed out, a net change of -6 holders.
  • The largest Krispy Kreme buyer in Q3 2023 was BAMCO Inc, an estimated $48.1M added.
  • The largest Krispy Kreme seller in Q3 2023 was BDT Capital Partners, an estimated $45.3M sold.

Based on aggregated 13F filings for Q3 2023.