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Krispy Kreme

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.

New
Increased
Maintained
Reduced
Closed

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: 131133 (+2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
44
Reduced
40
Closed
24
Calls
$6.16M
Puts
$3.89M
Net Calls
+$2.27M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$143M +$3.52M +266,210 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$128M +$770K +58,222 +0.7%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$106M +$56.4M +4,263,574 +157%
BS
4
Banco Santander
Spain
$104M
BlackRock
5
BlackRock
New York
$97.1M +$6.54M +494,200 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$35M +$6.21M +469,379 +25%
CCPM
7
Cooper Creek Partners Management
New York
$34M +$10.5M +793,079 +54%
TOTUOP
8
Trustees of The University of Pennsylvania
Pennsylvania
$30.3M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$29.8M +$1.18M +89,281 +5%
State Street
10
State Street
Massachusetts
$28.3M +$2.12M +160,546 +9%
GKIM
11
GW&K Investment Management
Massachusetts
$27.3M -$715K -54,055 -3%
Morgan Stanley
12
Morgan Stanley
New York
$20.2M +$11.5M +872,790 +187%
LP
13
Lexington Partners
New York
$16.4M
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$14.7M
AP
15
AlpInvest Partners
Netherlands
$14.7M
Northern Trust
16
Northern Trust
Illinois
$11.6M +$62.4K +4,720 +0.6%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$10.4M -$5.79M -437,723 -39%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$10.2M +$8.94M +675,847 New
Charles Schwab
19
Charles Schwab
California
$10M +$102K +7,745 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.04M -$139K -10,509 -2%
AG
21
AlTi Global
New York
$7.97M +$6.99M +528,403 New
RA
22
Royce & Associates
New York
$5.23M +$130K +9,800 +3%
Norges Bank
23
Norges Bank
Norway
$4.1M -$3.04M -230,060 -46%
Verition Fund Management
24
Verition Fund Management
Connecticut
$3.65M +$3.2M +242,156 New
N
25
Nuveen
North Carolina
$3.48M +$32.6K +2,464 +1%

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.