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Dutch Bros

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.

New
Increased
Maintained
Reduced
Closed

482% more capital invested

Capital invested by funds: $721M → $4.2B (+$3.48B)

184.67% more ownership

Funds ownership: 54.72%239.4% (+185%)

150% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 20

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

23% more funds holding

Funds holding: 120148 (+28)

11% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $37.6M

Holders
148
Holders Change
+28
Holders Change %
+23.33%
% of All Funds
2.28%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$7.91M +$1.09M +19,546 +14%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$7.88M +$1.1M +19,818 +15%
Hudson Bay Capital Management
28
Hudson Bay Capital Management
Connecticut
$6.26M +$6.83M +123,000 New
Charles Schwab
29
Charles Schwab
California
$5.91M +$6.44M +116,021 New
Bank of America
30
Bank of America
North Carolina
$5.48M +$5.47M +98,546 +1,088%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$5.09M
Stifel Financial
32
Stifel Financial
Missouri
$4.02M +$4.38M +78,921 New
KAS
33
Kestra Advisory Services
Texas
$3.9M +$1.02M +18,339 +32%
State Street
34
State Street
Massachusetts
$3.73M +$4.06M +73,200 New
BAM
35
Blueshift Asset Management
New Jersey
$3.32M +$3.62M +65,245 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.27M +$704K +12,679 +25%
Osaic Holdings
37
Osaic Holdings
Arizona
$3.14M +$1.7M +30,683 +99%
WCA
38
Waratah Capital Advisors
Ontario, Canada
$2.97M +$3.24M +58,327 New
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$2.81M -$4.21M -75,780 -58%
WP
40
Woodline Partners
California
$2.73M -$349K -6,286 -10%
Northern Trust
41
Northern Trust
Illinois
$2.14M +$2.33M +41,962 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.97M +$364K +6,550 +20%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.95M +$986K +17,764 +86%
Jane Street
44
Jane Street
New York
$1.85M +$1.19M +21,481 +144%
NCGI
45
Next Century Growth Investors
Minnesota
$1.8M -$2.32M -41,768 -54%
William Blair & Company
46
William Blair & Company
Illinois
$1.78M +$1.94M +34,919 New
Walleye Capital
47
Walleye Capital
New York
$1.73M -$1.88M -33,907 -50%
CCMW
48
Cypress Capital Management (Wyoming)
Wyoming
$1.69M +$1.83M +32,908 +16,454%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$1.64M +$969K +17,452 +119%
Wells Fargo
50
Wells Fargo
California
$1.52M +$579K +10,422 +54%