BROS ranks #1037 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BROS is a top-conviction position for TSG Consumer Partners LP — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BROS belongs to FMR LLC, but the position matters far more to TSG Consumer Partners LP, who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Fidelity has added to its BROS position for two straight quarters, increasing it by $759.4M to reach $1.2B today.
Israel Englander has trimmed its BROS position for two straight quarters, cutting it by $173.7M while still holding $7.4M.
BROS is up 3.9% today, and institutions have been net buyers of $775.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.