DNUT Krispy Kreme, Inc.
Executive Summary
Six institutional buyers (mostly passive and quant) added $9.0M in new DNUT holdings while three sellers trimmed $2.8M, resulting in a net institutional inflow of about $6.2M. Passive-dominated buying and poor historical calibration suggest a neutral-to-mildly-positive signal, but the 45-day reporting lag warrants caution.
Key Financial Metrics
Institutional Positions
Net institutional flow: $6.2M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citadel | DOUBLED | +192.8% | $4.9M | $3.6M |
| UBS | ADD | +74.2% | $4.6M | $2.6M |
| Schwab | ADD | +26.9% | $2.9M | $1.2M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -46.7% | $7.2M | -$2.1M |
| RenTech | TRIM | -37.4% | $3.0M | -$493.7K |
| D.E. Shaw | TRIM | -45.3% | $818.0K | -$222.7K |
Actionable Insight
Monitor for follow-up insider buying or catalyst events; the institutional cluster is mildly positive but dominated by passive flows and stale data. Given poor historical calibration, avoid heavy conviction until a fresh catalyst emerges.
Key Facts
- 6 buyers (Fidelity, Schwab, Invesco, Citadel, UBS, BofA) added $9.0M collectively; 3 sellers (D.E. Shaw, Morgan Stanley, RenTech) trimmed $2.8M.
- Citadel doubled its position (+192.8%, $3.6M added); UBS added +74.2% ($2.6M); Schwab added +26.9% ($1.2M).
- Morgan Stanley trimmed -46.7% ($2.1M), RenTech -37.4% ($0.5M), D.E. Shaw -45.3% ($0.2M).
- Buyers are predominantly mega-passive index funds and quants; sellers include two quant funds and one passive manager.
- Historical reports on DNUT show poor T+20 performance (-2.94% avg; 40% win rate) and score-6+ events have low observed up-move probability (~34%).
Financial Impact
Net institutional inflow of approximately $6.2M, with total buyer holdings of $15.1M and seller reductions of $2.8M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound.
- Passive-driven buying may reflect index rebalancing, not active conviction.
- Historical DNUT clusters have underperformed, with negative average T+20 returns.
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-DNUT-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
today
|
3/A
| $4.32 awaiting T+20 | awaiting T+20 | — | — |
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $3.93 awaiting T+20 | awaiting T+20 | — | — |
|
May 7, 2026
5w ago
|
DEFA14A
| $3.64 $3.30 | ▼ −9.34% | ▼ −12.48% | — |
|
May 7, 2026
5w ago
|
8-K
| $3.64 $3.30 | ▼ −9.34% | ▼ −12.48% | — |
|
Apr 10, 2026
9w ago
|
3
| $3.31 $3.38 | ▲ +2.11% | ▼ −5.61% | — |
|
Feb 26, 2026
15w ago
|
8-K
| $3.82 $3.42 | ▼ −10.47% | ▼ −4.07% | — |
US Market Status
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