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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 %
State Street
26
State Street
Massachusetts
$53.3M 1,287,190 +938,565 +269%
WA
27
Wasatch Advisors
Utah
$51.5M 1,242,975 -29,391 -2%
CIA
28
Concurrent Investment Advisors
Florida
$51.4M 1,240,399 +1,109,370 +847%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$50.6M 1,222,684 +1,079,134 +752%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$47.5M 1,147,372 +542,420 +90%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$44.8M 1,081,306 +1,068,352 +8,247%
ClearBridge Investments
32
ClearBridge Investments
New York
$40.2M 971,037 +100,140 +11%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$34.8M 841,455 +841,455 New
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$34.7M 839,141 +174,750 +26%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$34.7M 837,216 +590,719 +240%
Deutsche Bank
36
Deutsche Bank
Germany
$33.1M 800,285 +798,190 +38,100%
Federated Hermes
37
Federated Hermes
Pennsylvania
$31.9M 771,200 +371,200 +93%
Principal Financial Group
38
Principal Financial Group
Iowa
$31.2M 752,482 +740,524 +6,193%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$29.2M 705,950 +316,950 +81%
Macquarie Group
40
Macquarie Group
Australia
$27.8M 672,416 +670,792 +41,305%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$25.7M 620,613 +278,585 +81%
Artisan Partners
42
Artisan Partners
Wisconsin
$25.3M 610,560 +151,439 +33%
SC
43
Shellback Capital
Massachusetts
$25.2M 608,339 +527,161 +649%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$23.6M 570,256 +414,791 +267%
Norges Bank
45
Norges Bank
Norway
$23.1M 558,574 +349,986 +168%
Millennium Management
46
Millennium Management
New York
$22.1M 534,598 -896,893 -63%
Charles Schwab
47
Charles Schwab
California
$20.9M 505,891 +111,953 +28%
HI
48
HBK Investments
Texas
$20.7M 500,000 +50,000 +11%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$18.2M 439,893 -162,168 -27%
FAM
50
Fenimore Asset Management
New York
$17.9M 432,708 +655 +0.2%
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