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Krispy Kreme

152 hedge funds and large institutions have $977M invested in Krispy Kreme in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $8.88M

14% more funds holding

Funds holding: 133152 (+19)

2% more capital invested

Capital invested by funds: $961M → $977M (+$16.2M)

0.36% more ownership

Funds ownership: 37.76%38.12% (+0.36%)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

Holders
152
Holders Change
+19
Holders Change %
+14.29%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
45
Reduced
50
Closed
15
Calls
$10.8M
Puts
$8.88M
Net Calls
+$1.91M
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$148M +$3.29M +246,600 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M +$896K +67,130 +0.8%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$108M +$1.82M +136,116 +2%
BS
4
Banco Santander
Spain
$105M
BlackRock
5
BlackRock
New York
$95.5M -$2.17M -162,334 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$41.7M +$5.61M +420,094 +18%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$30.9M +$655K +49,086 +2%
TOTUOP
8
Trustees of The University of Pennsylvania
Pennsylvania
$30.6M
State Street
9
State Street
Massachusetts
$28.7M +$86.3K +6,462 +0.3%
Millennium Management
10
Millennium Management
New York
$22.5M +$19.7M +1,478,881 New
CCPM
11
Cooper Creek Partners Management
New York
$17.6M -$14.6M -1,097,193 -49%
LP
12
Lexington Partners
New York
$16.6M
SC
13
Samlyn Capital
New York
$15.4M +$13.5M +1,011,477 New
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$13M
Charles Schwab
15
Charles Schwab
California
$11.3M +$1.01M +75,801 +11%
Northern Trust
16
Northern Trust
Illinois
$11.3M -$377K -28,283 -4%
GKIM
17
GW&K Investment Management
Massachusetts
$9.81M -$15.5M -1,163,491 -64%
AP
18
AlpInvest Partners
Netherlands
$9.63M -$4.55M -340,748 -35%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.49M -$563K -42,175 -7%
DCM
20
Driehaus Capital Management
Illinois
$8.18M +$7.17M +537,228 New
AG
21
AlTi Global
New York
$8.05M
Morgan Stanley
22
Morgan Stanley
New York
$6.4M -$12.3M -918,942 -69%
Norges Bank
23
Norges Bank
Norway
$6.04M +$1.67M +125,206 +46%
JP Morgan Chase
24
JP Morgan Chase
New York
$5.56M +$3.27M +245,075 +204%
CG
25
Carlyle Group
District of Columbia
$5.19M +$4.55M +340,748 New

DNUT Hedge Fund Activity: Q1 2024 in Review

152 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Krispy Kreme (DNUT) for Q1 2024, worth a combined $977M — up 1.7% from $961M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DNUT positions and 15 closed out — a net gain of 19 holders — while 45 added to existing stakes and 50 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $19.7M. The largest seller was GW&K Investment Management, cutting an estimated $15.5M.

  • 152 institutional investors held Krispy Kreme (DNUT) as of Q1 2024, up from 133 in Q4 2023.
  • Funds reported $977M of Krispy Kreme stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 34 funds opened new Krispy Kreme positions in Q1 2024 and 15 closed out, a net change of +19 holders.
  • The largest Krispy Kreme buyer in Q1 2024 was Millennium Management, an estimated $19.7M added.
  • The largest Krispy Kreme seller in Q1 2024 was GW&K Investment Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2024.