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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 %
SJIM
326
St. Johns Investment Management
Florida
$961 30 +30 New
PS
327
Planned Solutions
California
$833 26 +26 New
TPCW
328
TD Private Client Wealth
New York
$801 25 – –
FCA
329
FinTrust Capital Advisors
South Carolina
$801 25 +25 New
TWC
330
TD Waterhouse Canada
Ontario, Canada
$772 24 -5,896 -100%
QCG
331
Quadrant Capital Group
Ohio
$641 20 +20 New
CPA
332
Capital Performance Advisors
California
$621 19 +19 New
WWP
333
WR Wealth Planners
Missouri
$480 15 +9 +150%
SSB
334
Sandy Spring Bank
Maryland
$321 10 – –
GM
335
GeoWealth Management
Illinois
$192 6 +6 New
ACM
336
Anfield Capital Management
California
$160 5 – –
LI
337
LRI Investments
Florida
$141 3 +3 New
VF
338
VitalStone Financial
Texas
$64 2 – –
MCM
339
MV Capital Management
Maryland
$33 1 +1 New
CA
340
CoreCap Advisors
Michigan
$32 1 -36 -97%
CMP
341
Coston McIsaac & Partners
Maine
$1 52 – –
MGCM
342
Mane Global Capital Management
New York
– – -1,604,803 Closed
DKCM
343
Davidson Kempner Capital Management
New York
– – -1,585,159 Closed
Lord, Abbett & Co
344
Lord, Abbett & Co
New Jersey
– – -1,301,486 Closed
Adage Capital Partners
345
Adage Capital Partners
Massachusetts
– – -705,950 Closed
SC
346
Shellback Capital
Massachusetts
– – -608,339 Closed
Norges Bank
347
Norges Bank
Norway
– – -558,574 Closed
IP
348
Interval Partners
New York
– – -418,601 Closed
Voloridge Investment Management
349
Voloridge Investment Management
Florida
– – -261,352 Closed
SGM
350
Seven Grand Managers
New York
– – -150,000 Closed
12 13
14
15 16