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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

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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$113M +$124M +2,603,394 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.9M +$72.3M +1,521,463 New
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$63.1M +$69.2M +1,456,770 New
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$41.8M +$45.8M +964,066 New
Franklin Resources
5
Franklin Resources
California
$33.4M +$36.6M +770,000 New
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$29.2M +$32M +673,588 New
AllianceBernstein
7
AllianceBernstein
Tennessee
$28.9M +$31.7M +666,313 New
Federated Hermes
8
Federated Hermes
Pennsylvania
$23.3M +$25.5M +537,500 New
BCM
9
Becker Capital Management
Oregon
$19.9M +$21.8M +459,005 New
BAMCO Inc
10
BAMCO Inc
New York
$18.4M +$20.2M +425,000 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$17.1M +$18.8M +395,367 New
American Century Companies
12
American Century Companies
Missouri
$15.5M +$17M +358,385 New
Millennium Management
13
Millennium Management
New York
$15.3M +$16.8M +354,115 New
Norges Bank
14
Norges Bank
Norway
$15.2M +$16.6M +350,000 New
Capital Research Global Investors
15
Capital Research Global Investors
California
$13.9M +$15.2M +319,911 New
RA
16
Royce & Associates
New York
$13.3M +$14.6M +306,400 New
ClearBridge Investments
17
ClearBridge Investments
New York
$13M +$14.3M +300,000 New
DCM
18
Driehaus Capital Management
Illinois
$12.4M +$13.6M +285,404 New
GCM
19
Ghisallo Capital Management
Massachusetts
$10.8M +$11.9M +250,000 New
Citadel Advisors
20
Citadel Advisors
Florida
$10.6M +$11.6M +244,815 New
Invesco
21
Invesco
Georgia
$9.03M +$9.9M +208,454 New
N
22
Nuveen
North Carolina
$8.62M +$9.45M +198,950 New
ACH
23
ArrowMark Colorado Holdings
Colorado
$8.33M +$9.14M +192,372 New
SOMRS
24
State of Michigan Retirement System
Michigan
$7.8M +$8.55M +180,000 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$5.88M +$6.45M +135,735 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.