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Dutch Bros
BROS

148 hedge funds and large institutions have $4.2B invested in Dutch Bros in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more capital invested

Capital invested by funds: $721M → $4.2B (+$3.48B)

184.67% more ownership

Funds ownership: 54.72% → 239.4% (+185%)

150% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 20

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

23% more funds holding

Funds holding: 120 → 148 (+28)

11% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $37.6M

Holders
148
Holders Change
+28
Holders Change %
+23.33%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
64
Increased
50
Reduced
20
Closed
35
Calls
$41.8M
Puts
$37.6M
Net Calls
+$4.28M
Net Calls Change
+$8.12M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
2
Invesco
Invesco
Georgia
+$38.4M
3
Franklin Resources
Franklin Resources
California
+$34.4M
4
BlackRock
BlackRock
New York
+$16.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$15.7M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$25M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$20.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.4M
4
BAMCO Inc
BAMCO Inc
New York
-$18.4M
5
Norges Bank
Norges Bank
Norway
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$18K -$12.5K -225 -39%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$18K +$11.7K +210 +140%
IA
128
IFP Advisors
Florida
$16K +$17.9K +322 New
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$15.3K +$5.55K +100 +50%
HI
130
Harbour Investments
Wisconsin
$15K -$39.6K -714 -71%
SAM
131
Strategic Asset Management
Minnesota
$14K +$15.2K +274 New
PHK
132
Point72 Hong Kong
Hong Kong
$12K -$446K -8,027 -97%
ICM
133
Islay Capital Management
Texas
$11K – – –
AIA
134
Arcadia Investment Advisors
Idaho
$10.4K +$5.44K +98 +92%
TCM
135
Tradewinds Capital Management
Washington
$10K -$722 -13 -6%
BWM
136
BerganKDV Wealth Management
Minnesota
$10K +$11.1K +200 New
CHA
137
Carmichael Hill & Associates
Maryland
$10K +$11.1K +200 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$10K +$11.1K +200 New
TWM
139
Tradition Wealth Management
Minnesota
$9K +$9.71K +175 New
ETC
140
Exchange Traded Concepts
Oklahoma
$8K +$8.49K +153 New
CFGS
141
Concourse Financial Group Securities
Alabama
$7K – – –
GC
142
Gould Capital
Washington
$7K +$7.22K +130 New
HFM
143
Hartford Financial Management
Connecticut
$5K – – –
PA
144
Parallel Advisors
California
$5K – – –
LC
145
Lindbrook Capital
California
$5K +$5.55K +100 New
SWM
146
Sugarloaf Wealth Management
Georgia
$5K +$5.55K +100 New
VNA
147
Valley National Advisers
Pennsylvania
$5K +$5.55K +100 New
PCFFS
148
Pacific Center for Financial Services
California
$1K – – –
BAMCO Inc
149
BAMCO Inc
New York
– -$18.4M -425,000 Closed
Norges Bank
150
Norges Bank
Norway
– -$15.2M -350,000 Closed
4 5
6
7 8

BROS Hedge Fund Activity: Q4 2021 in Review

148 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q4 2021, worth a combined $4.2B — up 482% from $721M a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BROS positions and 35 closed out — a net gain of 29 holders — while 50 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was Massachusetts Financial Services, cutting an estimated $25M.

  • 148 institutional investors held Dutch Bros (BROS) as of Q4 2021, up from 120 in Q3 2021.
  • Funds reported $4.2B of Dutch Bros stock for Q4 2021, up 482% quarter-over-quarter.
  • 64 funds opened new Dutch Bros positions in Q4 2021 and 35 closed out, a net change of +29 holders.
  • The largest Dutch Bros buyer in Q4 2021 was Fidelity Investments, an estimated $101M added.
  • The largest Dutch Bros seller in Q4 2021 was Massachusetts Financial Services, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2021.