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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$28.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$14.8M |
| 4 |
Goldman Sachs
New York
|
+$14.6M |
| 5 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
TSG Consumer Partners
Larkspur,
California
|
-$255M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$34.1M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$14.7M |
| 4 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$12.7M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$9.16M |
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.