Dutch Bros
BROS
191 hedge funds and large institutions have $2.31B invested in Dutch Bros in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 27 closing their positions.
22% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 27
15% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 54
3% more funds holding
Funds holding: 186 → 191 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.77% less ownership
Funds ownership: 189.03% → 188.27% (-0.77%)
2% less capital invested
Capital invested by funds: $2.37B → $2.31B (-$55.6M)
26% less call options, than puts
Call options by funds: $48.4M | Put options by funds: $65.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$78.4M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$63.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$28.4M |
| 4 |
Jane Street
New York
|
+$24.1M |
| 5 |
Millennium Management
New York
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
TSG Consumer Partners
Larkspur,
California
|
-$225M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$39.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$8.54M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$6.93M |
BROS Hedge Fund Activity: Q3 2022 in Review
191 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q3 2022, worth a combined $2.31B — down 2.3% from $2.37B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BROS positions and 27 closed out — a net gain of 6 holders — while 62 added to existing stakes and 54 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $78.4M. The largest seller was TSG Consumer Partners, cutting an estimated $225M.
- 191 institutional investors held Dutch Bros (BROS) as of Q3 2022, up from 186 in Q2 2022.
- Funds reported $2.31B of Dutch Bros stock for Q3 2022, down 2.3% quarter-over-quarter.
- 33 funds opened new Dutch Bros positions in Q3 2022 and 27 closed out, a net change of +6 holders.
- The largest Dutch Bros buyer in Q3 2022 was Fidelity Investments, an estimated $78.4M added.
- The largest Dutch Bros seller in Q3 2022 was TSG Consumer Partners, an estimated $225M sold.
Based on aggregated 13F filings for Q3 2022.