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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

Rank Fund Capital Flow
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
SC
51
Shellback Capital
Massachusetts
$1.52M +$1.66M +35,000 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.39M +$1.52M +32,092 New
Osaic Holdings
53
Osaic Holdings
Arizona
$1.35M +$1.47M +30,952 New
BPIM
54
Brant Point Investment Management
New York
$1.3M +$1.43M +30,042 New
LCM
55
Laurion Capital Management
New York
$1.3M +$1.43M +30,000 New
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$918K +$1.01M +21,194 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$892K +$978K +20,582 New
FAIM
58
Financial Advocates Investment Management
Washington
$843K +$925K +19,462 New
TWM
59
Triton Wealth Management
Arizona
$842K +$691K +14,542 New
Wells Fargo
60
Wells Fargo
California
$840K +$920K +19,373 New
RJA
61
Raymond James & Associates
Florida
$731K +$801K +16,869 New
Point72 Asset Management
62
Point72 Asset Management
Connecticut
$650K +$713K +15,000 New
Jane Street
63
Jane Street
New York
$648K +$710K +14,940 New
TD Asset Management
64
TD Asset Management
Ontario, Canada
$637K +$699K +14,712 New
TPWA
65
TRUE Private Wealth Advisors
Oregon
$594K +$652K +13,720 New
VF
66
Virtu Financial
New York
$561K +$615K +12,940 New
FAM
67
Fred Alger Management
New York
$536K +$588K +12,381 New
BAM
68
Belpointe Asset Management
Nevada
$427K +$909K +19,130 New
Group One Trading
69
Group One Trading
Illinois
$401K +$440K +9,262 New
Bank of America
70
Bank of America
North Carolina
$393K +$430K +9,061 New
PHK
71
Point72 Hong Kong
Hong Kong
$358K +$392K +8,258 New
KWM
72
Kingsview Wealth Management
Oregon
$350K +$384K +8,076 New
MS
73
Maven Securities
Jersey
$328K +$360K +7,576 New
Baird Financial Group
74
Baird Financial Group
Wisconsin
$314K +$344K +7,238 New
PPA
75
Parametric Portfolio Associates
Washington
$284K +$311K +6,546 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.