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Dutch Bros
BROS

Overview Fund Activity

335 hedge funds and large institutions have $4.06B invested in Dutch Bros in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 120 increasing their positions, 62 reducing their positions, and 35 closing their positions.

Holders
335
Holders Change
+65
Holders Change %
+24.07%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
106
Increased
120
Reduced
62
Closed
35
Calls
$91.8M
Puts
$68.8M
Net Calls
+$23M
Net Calls Change
+$14.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$155M
2
Bank of America
2
Bank of America
North Carolina
$144M
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$85.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$349M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$98.6M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$216M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$67.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$162M
4
Millennium Management
4
Millennium Management
New York
$22.1M
5
HRCM
5
Hood River Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
226
Blueshift Asset Management
New Jersey
$273K 6,604 +6,604 New
CGIM
227
Cannon Global Investment Management
Florida
$269K 6,500 -18,300 -74%
FFA
228
Farther Finance Advisors
California
$264K 6,300 -41 -0.6%
LFAS
229
Level Four Advisory Services
Texas
$261K 6,314 +6,314 New
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$258K 6,230 +6,230 New
RIA
231
Regal Investment Advisors
Michigan
$258K 6,220 +6,220 New
BAM
232
Bullseye Asset Management
Colorado
$248K 6,000 – –
AWM
233
Avondale Wealth Management
Texas
$238K 5,750 +5,750 New
ATC
234
Argent Trust Co
Tennessee
$238K 5,743 +5,743 New
PA
235
Procyon Advisors
Connecticut
$238K 5,737 +5,737 New
CCFM
236
Clear Creek Financial Management
Washington
$232K 5,599 +5,599 New
AB
237
Amalgamated Bank
New York
$227K 5,478 +5,478 New
BWFA
238
Baltimore-Washington Financial Advisors
Maryland
$224K 5,400 +5,400 New
SN
239
Sittner & Nelson
Oregon
$223K 5,395 – –
SRL
240
Scientech Research LLC
New Jersey
$223K 5,377 -14,330 -73%
CIP
241
Cornerstone Investment Partners
Georgia
$222K 5,352 +5,352 New
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$215K 5,202 +4,436 +579%
CFM
243
Catalyst Funds Management
Australia
$207K 5,000 +5,000 New
NFSG
244
Newbridge Financial Services Group
Florida
$195K 4,700 – –
EC
245
EntryPoint Capital
New York
$188K 4,536 +4,536 New
GWSG
246
GPS Wealth Strategies Group
Colorado
$179K 4,330 +1,080 +33%
AI
247
AdvisorShares Investments
Maryland
$176K 4,210 – –
RA
248
RiverPark Advisors
New York
$165K 3,982 +3,982 New
IA
249
IFP Advisors
Florida
$154K 3,714 +291 +9%
MIM
250
MetLife Investment Management
New Jersey
$137K 3,316 +3,316 New
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10
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