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Krispy Kreme

145 hedge funds and large institutions have $813M invested in Krispy Kreme in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $8.96M

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

6.72% more ownership

Funds ownership: 38.12%44.84% (+6.7%)

5% less funds holding

Funds holding: 152145 (-7)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

17% less capital invested

Capital invested by funds: $977M → $813M (-$165M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
35
Increased
47
Reduced
34
Closed
41
Calls
$12.7M
Puts
$8.96M
Net Calls
+$3.71M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$108M +$3.99M +321,222 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.7M -$8.38M -675,021 -8%
BS
3
Banco Santander
Spain
$74.2M
HSBC Holdings
4
HSBC Holdings
United Kingdom
$74.2M -$518K -41,756 -0.6%
BlackRock
5
BlackRock
New York
$65.9M -$1.83M -147,384 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$40.7M +$12.9M +1,042,345 +38%
Millennium Management
7
Millennium Management
New York
$37.7M +$25.1M +2,021,974 +137%
CCPM
8
Cooper Creek Partners Management
New York
$27.9M +$17.8M +1,434,592 +124%
Citadel Advisors
9
Citadel Advisors
Florida
$24.2M +$27.6M +2,227,485 +9,973%
SC
10
Samlyn Capital
New York
$24M +$15.1M +1,218,699 +120%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$22.1M +$304K +24,521 +1%
TOTUOP
12
Trustees of The University of Pennsylvania
Pennsylvania
$21.6M
State Street
13
State Street
Massachusetts
$21.1M +$916K +73,794 +4%
Marshall Wace
14
Marshall Wace
United Kingdom
$18.8M +$21.6M +1,743,967 New
Morgan Stanley
15
Morgan Stanley
New York
$14.3M +$11.3M +909,819 +217%
Goldman Sachs
16
Goldman Sachs
New York
$13.5M +$14.4M +1,158,392 +1,212%
DCM
17
Driehaus Capital Management
Illinois
$12.8M +$8.11M +653,637 +122%
WP
18
Woodline Partners
California
$12.7M +$10.4M +841,158 +247%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$10.2M
Charles Schwab
20
Charles Schwab
California
$7.85M -$146K -11,788 -2%
Northern Trust
21
Northern Trust
Illinois
$7.68M -$323K -26,023 -4%
JP Morgan Chase
22
JP Morgan Chase
New York
$7.36M +$2.49M +200,570 +55%
GKIM
23
GW&K Investment Management
Massachusetts
$7.32M +$454K +36,605 +6%
AP
24
AlpInvest Partners
Netherlands
$6.8M
AG
25
AlTi Global
New York
$5.69M

DNUT Hedge Fund Activity: Q2 2024 in Review

145 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Krispy Kreme (DNUT) for Q2 2024, worth a combined $813M — down 17% from $977M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of DNUT and 35 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 47 added.

The largest buyer was Citadel Advisors, adding an estimated $27.6M. The largest seller was Lexington Partners, exiting entirely with an estimated $16.6M sold.

  • 145 institutional investors held Krispy Kreme (DNUT) as of Q2 2024, down from 152 in Q1 2024.
  • Funds reported $813M of Krispy Kreme stock for Q2 2024, down 17% quarter-over-quarter.
  • 35 funds opened new Krispy Kreme positions in Q2 2024 and 41 closed out, a net change of -6 holders.
  • The largest Krispy Kreme buyer in Q2 2024 was Citadel Advisors, an estimated $27.6M added.
  • The largest Krispy Kreme seller in Q2 2024 was Lexington Partners, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2024.