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Dutch Bros
BROS

193 hedge funds and large institutions have $4.42B invested in Dutch Bros in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 30

116% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 31

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more funds holding

Funds holding: 148 → 193 (+45)

5% more capital invested

Capital invested by funds: $4.2B → $4.42B (+$220M)

10% less call options, than puts

Call options by funds: $86.9M | Put options by funds: $96.5M

7.79% less ownership

Funds ownership: 239.4% → 231.61% (-7.8%)

Holders
193
Holders Change
+45
Holders Change %
+30.41%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
78
Increased
67
Reduced
31
Closed
30
Calls
$86.9M
Puts
$96.5M
Net Calls
-$9.56M
Net Calls Change
-$13.8M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$28.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.8M
4
Goldman Sachs
Goldman Sachs
New York
+$14.6M
5
NIP
Nicholas Investment Partners
California
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
TCP
TSG Consumer Partners
California
-$255M
2
Invesco
Invesco
Georgia
-$34.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$14.7M
4
GCM
Ghisallo Capital Management
Massachusetts
-$12.7M
5
SOMRS
State of Michigan Retirement System
Michigan
-$9.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
176
Sugarloaf Wealth Management
Georgia
$10K +$3.83K +75 +75%
LSA
177
Lansing Street Advisors
Pennsylvania
$10K +$10.2K +200 New
Macquarie Group
178
Macquarie Group
Australia
$6.64K +$6.13M +120,204 New
HFM
179
Hartford Financial Management
Connecticut
$6K – – –
LC
180
Lindbrook Capital
California
$6K – – –
VNA
181
Valley National Advisers
Pennsylvania
$6K – – –
BFEC
182
Benjamin F. Edwards & Company
Missouri
$6K +$5.1K +100 New
SWM
183
Selective Wealth Management
Virginia
$5K +$4.8K +94 New
WTA
184
Washington Trust Advisors
Massachusetts
$4K +$3.52K +69 New
CA
185
Clearstead Advisors
Ohio
$3K +$2.6K +51 New
ETC
186
Exchange Traded Concepts
Oklahoma
$2K -$6.17K -121 -79%
EL
187
EMFO LLC
Florida
$2K +$1.43K +28 New
SLWA
188
San Luis Wealth Advisors
California
$2K +$2.3K +45 New
PCFFS
189
Pacific Center for Financial Services
California
$1K – – –
WWM
190
Wolff Wiese Magana
California
$1K +$561 +11 New
HH
191
HWG Holdings
Texas
$1K +$918 +18 New
AAP
192
Arax Advisory Partners
Colorado
$1K +$1.28K +25 New
GCM
193
Ghisallo Capital Management
Massachusetts
– -$12.7M -250,000 Closed
SOMRS
194
State of Michigan Retirement System
Michigan
– -$9.16M -180,000 Closed
LPL Financial
195
LPL Financial
California
– -$8.37M -164,430 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
– -$7.92M -155,281 Closed
BAM
197
Blueshift Asset Management
New Jersey
– -$3.32M -65,245 Closed
WP
198
Woodline Partners
California
– -$2.73M -53,714 Closed
Walleye Capital
199
Walleye Capital
New York
– -$1.73M -33,973 Closed
CCMW
200
Cypress Capital Management (Wyoming)
Wyoming
– -$1.69M -33,108 Closed
5 6 7
8
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BROS Hedge Fund Activity: Q1 2022 in Review

193 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q1 2022, worth a combined $4.42B — up 5.2% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BROS positions and 30 closed out — a net gain of 48 holders — while 67 added to existing stakes and 31 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $28.9M. The largest seller was TSG Consumer Partners, cutting an estimated $255M.

  • 193 institutional investors held Dutch Bros (BROS) as of Q1 2022, up from 148 in Q4 2021.
  • Funds reported $4.42B of Dutch Bros stock for Q1 2022, up 5.2% quarter-over-quarter.
  • 78 funds opened new Dutch Bros positions in Q1 2022 and 30 closed out, a net change of +48 holders.
  • The largest Dutch Bros buyer in Q1 2022 was AllianceBernstein, an estimated $28.9M added.
  • The largest Dutch Bros seller in Q1 2022 was TSG Consumer Partners, an estimated $255M sold.

Based on aggregated 13F filings for Q1 2022.