Dutch Bros
BROS
149 hedge funds and large institutions have $4.2B invested in Dutch Bros in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 35 closing their positions.
480% more capital invested
Capital invested by funds: $724M → $4.2B (+$3.47B)
184.7% more ownership
Funds ownership: 54.72% → 239.42% (+185%)
150% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 20
86% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 35
24% more funds holding
Funds holding: 120 → 149 (+29)
7% more call options, than puts
Call options by funds: $44.3M | Put options by funds: $41.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$101M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$38.4M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$34.4M |
| 4 |
BlackRock
New York
|
+$16.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$25M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$20.5M |
| 3 |
Bank of New York Mellon
New York
|
-$20.4M |
| 4 |
BAMCO Inc
New York
|
-$18.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$15.2M |
BROS Hedge Fund Activity: Q4 2021 in Review
149 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q4 2021, worth a combined $4.2B — up 480% from $724M a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new BROS positions and 35 closed out — a net gain of 30 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.
- 149 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 480% quarter-over-quarter.
- 65 funds opened new Dutch Bros positions in Q4 2021 and 35 closed out, a net change of +30 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.