Institutional Cluster
Institutional cluster: 6 buyers, 3 sellers (mixed)
Actionable Insight • Neutral
Monitor for follow-up insider buying or catalyst events; the institutional cluster is mildly positive but dominated by passive flows and stale data.
Final — all horizons settled through T+60d
DNUT ▼ -19.52% at T+60d
NEUTRAL call -19.52% · α vs SPY -23.92% · entry $4.20 → $3.38
T+1d
+2.62%
call +2.62% · α +2.08%
$4.31
settled 5mo ago
T+5d
-10.00%
call -10.00% · α -10.43%
$3.78
settled 4mo ago
T+20d
-18.57%
call -18.57% · α -20.46%
$3.42
settled 4mo ago
T+60d
-19.52%
call -19.52% · α -23.92%
$3.38
settled 7w ago
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.
Key Financial Metrics
Direction
mixed
Buy Value
$15.1M
Sell Value
$11.0M
Net Flow
$6.2M
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 |
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.
Financial Impact
Net institutional inflow of approximately $6.2M, with total buyer holdings of $15.1M and seller reductions of $2.8M.
institutional ownership
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound.
- Passive-driven buying may reflect index rebalancing, not active conviction.
Market Snapshot
Exchange
Nasdaq
Sector
Retail-Food Stores
Analyst Consensus
17% bullish (12 analysts)
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 |
7 reports for DNUT
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 11w ago | 8-K | $3.23 $3.34 | ▲ +3.41% | ▲ +2.81% | — |
Jun 12, 2026 19w ago | 3/A | $3.99 $3.47 | ▼ −13.03% | ▼ −12.28% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $4.20 $3.42 | ▼ −18.57% | ▼ −20.46% | — |
May 7, 2026 24w ago | DEFA14A | $3.64 $3.30 | ▼ −9.34% | ▼ −12.48% | — |
May 7, 2026 24w ago | 8-K | $3.64 $3.30 | ▼ −9.34% | ▼ −12.48% | — |
Apr 10, 2026 28w ago | 3 | $3.31 $3.38 | ▲ +2.11% | ▼ −5.61% | — |
Feb 26, 2026 34w ago | 8-K | $3.82 $3.42 | ▼ −10.47% | ▼ −4.07% | — |
Showing 7 of 7
US Market Status
Market Closed — Opens Wed (< 1m)
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