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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 %
MA
301
MCF Advisors
Kentucky
$7.08K 171 +171 New
KCM
302
Kodai Capital Management
Illinois
$6.04K 146 -52,902 -100%
CI Investments Inc
303
CI Investments Inc
Ontario, Canada
$6K 152 +38 +33%
NECFA
304
New England Capital Financial Advisors
Connecticut
$5.38K 130 +130 New
CFS
305
CGC Financial Services
Oregon
$5.26K 127 – –
CA
306
Clearstead Advisors
Ohio
$4.14K 100 – –
FNWA
307
Financial Network Wealth Advisors
Utah
$4.14K 100 +100 New
CJ
308
Caitlin John
Michigan
$4.14K 100 +100 New
BFP
309
Briaud Financial Planning
Texas
$4K 100 – –
AW
310
Avion Wealth
Texas
$4K 100 – –
GI
311
GAMMA Investing
California
$3.64K 88 +88 New
ACA
312
American Capital Advisory
Idaho
$3.17K 100 – –
FHA
313
First Horizon Advisors
Tennessee
$3.06K 74 +74 New
NA
314
NewEdge Advisors
Louisiana
$2.9K 70 -450 -87%
CAS
315
Coppell Advisory Solutions
Texas
$2.9K 70 +70 New
EWA
316
EverSource Wealth Advisors
Alabama
$2.79K 73 – –
NB
317
NBT Bank
New York
$2.07K 50 – –
ACA
318
Atlas Capital Advisors
Wyoming
$2.03K 49 – –
CMP
319
Coston McIsaac & Partners
Maine
$2K 52 +52 New
VWM
320
Venturi Wealth Management
Texas
$1.86K 45 – –
PCFFS
321
Pacific Center for Financial Services
California
$1.7K 41 +18 +78%
RS
322
Rakuten Securities
Japan
$1.57K 38 +38 New
CA
323
CoreCap Advisors
Michigan
$1.53K 37 – –
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$1.24K 30 -6 -17%
SC
325
Stephens Consulting
Michigan
$1.24K 30 – –
11 12
13
14 15