Dutch Bros
BROS
192 hedge funds and large institutions have $2.1B invested in Dutch Bros in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 30 closing their positions.
20% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 30
18% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 51
1% more funds holding
Funds holding: 191 → 192 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $2.31B → $2.1B (-$214M)
14% less call options, than puts
Call options by funds: $39.3M | Put options by funds: $45.5M
23.71% less ownership
Funds ownership: 188.27% → 164.56% (-24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$77.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.4M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$7.77M |
| 4 |
Walleye Trading
New York
|
+$4.03M |
| 5 |
Goldman Sachs
New York
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$21.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$16M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$14.7M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$13.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.11M |
BROS Hedge Fund Activity: Q4 2022 in Review
192 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q4 2022, worth a combined $2.1B — down 9.3% from $2.31B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new BROS positions and 30 closed out — a net gain of 6 holders — while 60 added to existing stakes and 51 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $77.9M. The largest seller was Jane Street, cutting an estimated $21.3M.
- 192 institutional investors held Dutch Bros (BROS) as of Q4 2022, up from 191 in Q3 2022.
- Funds reported $2.1B of Dutch Bros stock for Q4 2022, down 9.3% quarter-over-quarter.
- 36 funds opened new Dutch Bros positions in Q4 2022 and 30 closed out, a net change of +6 holders.
- The largest Dutch Bros buyer in Q4 2022 was Fidelity Investments, an estimated $77.9M added.
- The largest Dutch Bros seller in Q4 2022 was Jane Street, an estimated $21.3M sold.
Based on aggregated 13F filings for Q4 2022.