Dutch Bros
BROS
272 hedge funds and large institutions have $3.06B invested in Dutch Bros in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 105 increasing their positions, 54 reducing their positions, and 34 closing their positions.
121% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 34
94% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 54
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more call options, than puts
Call options by funds: $57.5M | Put options by funds: $49.1M
17% more funds holding
Funds holding: 233 → 272 (+39)
1.25% more ownership
Funds ownership: 80.15% → 81.4% (+1.3%)
5% more capital inflows, than outflows
Capital inflows: $761M | Capital outflows: $722M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$68.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$41.8M |
| 4 |
Wasatch Advisors
Salt Lake City,
Utah
|
+$37.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$36.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSG Consumer Partners
Larkspur,
California
|
-$472M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$106M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$16.8M |
| 4 |
Goldman Sachs
New York
|
-$12.6M |
| 5 |
Ghisallo Capital Management
Boston,
Massachusetts
|
-$11.1M |
BROS Hedge Fund Activity: Q1 2024 in Review
272 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q1 2024, worth a combined $3.06B — up 5.8% from $2.89B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new BROS positions and 34 closed out — a net gain of 41 holders — while 105 added to existing stakes and 54 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $68.5M. The largest seller was TSG Consumer Partners, cutting an estimated $472M.
- 272 institutional investors held Dutch Bros (BROS) as of Q1 2024, up from 233 in Q4 2023.
- Funds reported $3.06B of Dutch Bros stock for Q1 2024, up 5.8% quarter-over-quarter.
- 75 funds opened new Dutch Bros positions in Q1 2024 and 34 closed out, a net change of +41 holders.
- The largest Dutch Bros buyer in Q1 2024 was Balyasny Asset Management, an estimated $68.5M added.
- The largest Dutch Bros seller in Q1 2024 was TSG Consumer Partners, an estimated $472M sold.
Based on aggregated 13F filings for Q1 2024.