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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
CSS
101
Cubist Systematic Strategies
Connecticut
$9K +$9.5K +200 New
CCMW
102
Cypress Capital Management (Wyoming)
Wyoming
$9K +$9.5K +200 New
SN
103
Sittner & Nelson
Oregon
$9K +$9.5K +200 New
TFS
104
TrustCore Financial Services
Tennessee
$9K +$9.5K +200 New
TCM
105
Tradewinds Capital Management
Washington
$9K +$9.98K +210 New
APA
106
American Portfolios Advisors
New York
$8.66K +$9.5K +200 New
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$8.66K +$9.5K +200 New
CFGS
108
Concourse Financial Group Securities
Alabama
$6K +$6.51K +137 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$6K +$7.13K +150 New
GRP
110
Global Retirement Partners
California
$5K +$5.89K +124 New
AIA
111
Arcadia Investment Advisors
Idaho
$4.59K +$5.04K +106 New
PA
112
Parallel Advisors
California
$4K +$4.37K +92 New
HFM
113
Hartford Financial Management
Connecticut
$4K +$4.75K +100 New
IFAM
114
Institutional & Family Asset Management
Colorado
$4K +$4.75K +100 New
Macquarie Group
115
Macquarie Group
Australia
$4K +$4.75K +100 New
NFG
116
Next Financial Group
Texas
$4K +$4.75K +100 New
Walleye Capital
117
Walleye Capital
New York
$2.94K +$3.22M +67,880 New
PCFFS
118
Pacific Center for Financial Services
California
$1K +$1.09K +23 New
KIG
119
Kowal Investment Group
Wisconsin
– +$143 +3 New
RFA
120
Reilly Financial Advisors
California
– +$143 +3 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.