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Dutch Bros
BROS

120 hedge funds and large institutions have $721M invested in Dutch Bros in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

54.72% more ownership

Funds ownership: 0% → 54.72% (+55%)

29% less call options, than puts

Call options by funds: $9.62M | Put options by funds: $13.5M

Holders
120
Holders Change
+120
Holders Change %
–
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
120
Increased
–
Reduced
–
Closed
–
Calls
$9.62M
Puts
$13.5M
Net Calls
-$3.84M
Net Calls Change
-$3.84M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$72.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$69.2M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$45.8M
5
Franklin Resources
Franklin Resources
California
+$36.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$5.85M +$6.41M +135,000 New
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$5.67M +$6.22M +130,886 New
CCM
28
CAAS Capital Management
New York
$5.63M +$6.18M +130,000 New
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$5.4M +$5.92M +124,677 New
IUHSA
30
Itau Unibanco Holding S.A.
Brazil
$4.92M +$5.39M +113,519 New
LP
31
LMR Partners
United Kingdom
$4.57M +$5.01M +105,500 New
Goldman Sachs
32
Goldman Sachs
New York
$4.57M +$5.01M +105,378 New
BCM
33
BlueCrest Capital Management
Jersey
$4.33M +$4.75M +100,000 New
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$4.33M +$4.75M +100,000 New
MWNA
35
Marshall Wace North America
New York
$3.61M +$3.96M +83,373 New
NCGI
36
Next Century Growth Investors
Minnesota
$3.34M +$3.66M +77,100 New
Teacher Retirement System of Texas
37
Teacher Retirement System of Texas
Texas
$3.03M +$3.33M +70,000 New
Morgan Stanley
38
Morgan Stanley
New York
$2.99M +$3.28M +69,118 New
LPL Financial
39
LPL Financial
California
$2.85M +$3.12M +65,764 New
DKCM
40
Davidson Kempner Capital Management
New York
$2.69M +$2.95M +62,000 New
Two Sigma Investments
41
Two Sigma Investments
New York
$2.62M +$2.87M +60,444 New
BlackRock
42
BlackRock
New York
$2.6M +$2.85M +60,000 New
BC
43
Brookfield Corp
Ontario, Canada
$2.6M +$2.85M +60,000 New
WP
44
Woodline Partners
California
$2.6M +$2.85M +60,000 New
KAS
45
Kestra Advisory Services
Texas
$2.52M +$2.77M +58,211 New
ZP
46
Zimmer Partners
New York
$2.3M +$2.52M +53,000 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.23M +$2.45M +51,556 New
HI
48
HBK Investments
Texas
$2.17M +$2.38M +50,000 New
PCM
49
Pinz Capital Management
New York
$1.82M +$2M +42,000 New
MC
50
Maplelane Capital
New York
$1.73M +$1.9M +40,000 New
1
2
3 4 5

BROS Hedge Fund Activity: Q3 2021 in Review

120 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q3 2021, worth a combined $721M.

Buyers outnumbered sellers: 120 funds opened new BROS positions and 0 closed out — a net gain of 120 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $124M.

  • 120 institutional investors held Dutch Bros (BROS) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $721M of Dutch Bros stock for Q3 2021.
  • 120 funds opened new Dutch Bros positions in Q3 2021 and 0 closed out, a net change of +120 holders.
  • The largest Dutch Bros buyer in Q3 2021 was Fidelity Investments, an estimated $124M added.

Based on aggregated 13F filings for Q3 2021.