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Dutch Bros
BROS

Overview Fund Activity

148 hedge funds and large institutions have $4.2B invested in Dutch Bros in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 35 closing their positions.

Holders
148
Holders Change
+28
Holders Change %
+23.33%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
64
Increased
50
Reduced
20
Closed
35
Calls
$41.8M
Puts
$37.6M
Net Calls
+$4.28M
Net Calls Change
+$8.12M

Top Buyers

1
TCP
1
TSG Consumer Partners
California
$3.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
Invesco
3
Invesco
Georgia
$45.8M
4
Franklin Resources
4
Franklin Resources
California
$70.8M
5
BlackRock
5
BlackRock
New York
$18M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$55.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.39M
4
BAMCO Inc
4
BAMCO Inc
New York
$0
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$7.91M 155,281 +19,546 +14%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$7.88M 154,818 +19,818 +15%
Hudson Bay Capital Management
28
Hudson Bay Capital Management
Connecticut
$6.26M 123,000 +123,000 New
Charles Schwab
29
Charles Schwab
California
$5.91M 116,021 +116,021 New
Bank of America
30
Bank of America
North Carolina
$5.48M 107,607 +98,546 +1,088%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$5.09M 100,000 – –
Stifel Financial
32
Stifel Financial
Missouri
$4.02M 78,921 +78,921 New
KAS
33
Kestra Advisory Services
Texas
$3.9M 76,550 +18,339 +32%
State Street
34
State Street
Massachusetts
$3.73M 73,200 +73,200 New
BAM
35
Blueshift Asset Management
New Jersey
$3.32M 65,245 +65,245 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.27M 64,235 +12,679 +25%
Osaic Holdings
37
Osaic Holdings
Arizona
$3.14M 61,635 +30,683 +99%
WCA
38
Waratah Capital Advisors
Ontario, Canada
$2.97M 58,327 +58,327 New
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$2.81M 55,106 -75,780 -58%
WP
40
Woodline Partners
California
$2.74M 53,714 -6,286 -10%
Northern Trust
41
Northern Trust
Illinois
$2.14M 41,962 +41,962 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.97M 38,642 +6,550 +20%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.95M 38,346 +17,764 +86%
Jane Street
44
Jane Street
New York
$1.85M 36,421 +21,481 +144%
NCGI
45
Next Century Growth Investors
Minnesota
$1.8M 35,332 -41,768 -54%
William Blair & Company
46
William Blair & Company
Illinois
$1.78M 34,919 +34,919 New
Walleye Capital
47
Walleye Capital
New York
$1.73M 33,973 -33,907 -50%
CCMW
48
Cypress Capital Management (Wyoming)
Wyoming
$1.69M 33,108 +32,908 +16,454%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$1.64M 32,164 +17,452 +119%
Wells Fargo
50
Wells Fargo
California
$1.52M 29,795 +10,422 +54%
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