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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 %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$73.7K 2,300 – –
Lazard Asset Management
252
Lazard Asset Management
New York
$73K 2,283 – –
AWM
253
Avondale Wealth Management
Texas
$64.1K 2,000 -3,750 -65%
PI
254
PEAK6 Investments
Illinois
$61.9K 1,933 +1,933 New
QL
255
Quarry LP
New York
$55.7K 1,740 +704 +68%
ACM
256
Aster Capital Management
United Arab Emirates
$53.9K 1,683 +1,683 New
WSFS
257
Wilmington Savings Fund Society
Delaware
$50.1K 1,564 +1,564 New
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$50K 1,550 -8 -0.5%
CFM
259
Catalyst Funds Management
Australia
$48K 1,500 -3,500 -70%
AIC
260
Archer Investment Corporation
Indiana
$48K 1,500 -300 -17%
Asset Management One
261
Asset Management One
Japan
$44.4K 1,385 +1,385 New
GRP
262
Global Retirement Partners
California
$42.8K 1,337 +172 +15%
CF
263
Corebridge Financial
Texas
$42.3K 1,321 +177 +15%
AWM
264
Avior Wealth Management
Nebraska
$41.1K 1,283 – –
NC
265
nVerses Capital
Florida
$38.4K 1,200 +1,200 New
LC
266
Lindbrook Capital
California
$37.3K 1,166 +66 +6%
PHK
267
Point72 Hong Kong
Hong Kong
$36.4K 1,137 +1,137 New
DekaBank Deutsche Girozentrale
268
DekaBank Deutsche Girozentrale
Germany
$35K 1,249 – –
CMA
269
Cedar Mountain Advisors
Oregon
$34.9K 1,091 – –
Amundi
270
Amundi
France
$32.8K 1,031 +1,031 New
OC
271
Oarsman Capital
Wisconsin
$32K 1,000 +1,000 New
AWM
272
Abound Wealth Management
Tennessee
$30.4K 950 – –
HCM
273
Hollencrest Capital Management
California
$29.3K 914 +314 +52%
CTB
274
Country Trust Bank
Illinois
$28.8K 900 – –
SHIM
275
Stone House Investment Management
Pennsylvania
$28K 873 – –
9 10
11
12 13