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Dutch Bros
BROS

Overview Fund Activity

343 hedge funds and large institutions have $3.32B invested in Dutch Bros in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 85 reducing their positions, and 63 closing their positions.

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
73
Increased
140
Reduced
85
Closed
63
Calls
$68.9M
Puts
$73M
Net Calls
-$4.05M
Net Calls Change
-$27.1M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$224M
2
WA
2
Wasatch Advisors
Utah
$132M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$144M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$321M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$63.5M

Top Sellers

1
MGCM
1
Mane Global Capital Management
New York
$0
2
DKCM
2
Davidson Kempner Capital Management
New York
$0
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$12.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
226
Kestra Advisory Services
Texas
$226K 7,045 -9,647 -58%
CGIM
227
Cannon Global Investment Management
Florida
$224K 7,000 +500 +8%
LOAMU
228
Lombard Odier Asset Management (USA)
New York
$223K 6,970 +6,970 New
FFA
229
Farther Finance Advisors
California
$219K 6,844 +544 +9%
CWA
230
Clearview Wealth Advisors
Oregon
$217K 6,761 – –
LFAS
231
Level Four Advisory Services
Texas
$212K 6,401 +87 +1%
SI
232
Stephens Inc
Arkansas
$209K 6,528 +6,528 New
FHB
233
First Hawaiian Bank
Hawaii
$205K 6,408 +6,408 New
JIP
234
Jaffetilchin Investment Partners
Florida
$205K 6,392 -3,140 -33%
Public Employees Retirement Association of Colorado
235
Public Employees Retirement Association of Colorado
Colorado
$200K 6,230 – –
Deutsche Bank
236
Deutsche Bank
Germany
$194K 6,061 -794,224 -99%
AB
237
Amalgamated Bank
New York
$194K 6,048 +570 +10%
NS
238
NBC Securities
Alabama
$177K 5,546 +5,546 New
SN
239
Sittner & Nelson
Oregon
$175K 5,465 +70 +1%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$174K 5,440 +238 +5%
NFSG
241
Newbridge Financial Services Group
Florida
$151K 4,700 – –
IA
242
IFP Advisors
Florida
$148K 4,607 +893 +24%
GWSG
243
GPS Wealth Strategies Group
Colorado
$142K 4,424 +94 +2%
RA
244
RiverPark Advisors
New York
$132K 4,113 +131 +3%
AI
245
AdvisorShares Investments
Maryland
$130K 4,058 -152 -4%
MIM
246
MetLife Investment Management
New Jersey
$124K 3,878 +562 +17%
C
247
Covestor
United Kingdom
$117K 3,663 +2,859 +356%
SCM
248
Sterling Capital Management
North Carolina
$102K 3,185 +3,185 New
KBC Group
249
KBC Group
Belgium
$97K 3,025 +1,052 +53%
SWM
250
Spire Wealth Management
Virginia
$86K 2,686 +1,271 +90%
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