Dutch Bros
BROS
190 hedge funds and large institutions have $2.07B invested in Dutch Bros in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 29 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
83% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 41
36.73% more ownership
Funds ownership: 158.57% → 195.3% (+37%)
24% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 29
2% more funds holding
Funds holding: 187 → 190 (+3)
1% more capital invested
Capital invested by funds: $2.06B → $2.07B (+$13.7M)
10% less call options, than puts
Call options by funds: $53.3M | Put options by funds: $59.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$97.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$78M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.4M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$35.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.76M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$4.68M |
| 3 |
SC
Sculptor Capital
New York
|
-$3.51M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.41M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.57M |
BROS Hedge Fund Activity: Q3 2023 in Review
190 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q3 2023, worth a combined $2.07B — up 0.67% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new BROS positions and 29 closed out — a net gain of 7 holders — while 75 added to existing stakes and 41 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $97.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $9.76M sold.
- 190 institutional investors held Dutch Bros (BROS) as of Q3 2023, up from 187 in Q2 2023.
- Funds reported $2.07B of Dutch Bros stock for Q3 2023, up 0.67% quarter-over-quarter.
- 36 funds opened new Dutch Bros positions in Q3 2023 and 29 closed out, a net change of +7 holders.
- The largest Dutch Bros buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $97.5M added.
- The largest Dutch Bros seller in Q3 2023 was Balyasny Asset Management, an estimated $9.76M sold.
Based on aggregated 13F filings for Q3 2023.