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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 %
Invesco
26
Invesco
Georgia
$37.3M 1,164,491 +1,034,121 +793%
ClearBridge Investments
27
ClearBridge Investments
New York
$31.2M 974,845 +3,808 +0.4%
Fuller & Thaler Asset Management
28
Fuller & Thaler Asset Management
California
$30.9M 965,099 +125,958 +15%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$27.8M 867,653 +30,437 +4%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$25.1M 784,147 -363,225 -32%
Squarepoint
31
Squarepoint
New York
$23.5M 733,854 +535,684 +270%
Charles Schwab
32
Charles Schwab
California
$22M 687,527 +181,636 +36%
Morgan Stanley
33
Morgan Stanley
New York
$20.7M 647,179 -807,214 -56%
Artisan Partners
34
Artisan Partners
Wisconsin
$20.1M 627,085 +16,525 +3%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$19.7M 613,789 +459,191 +297%
First Trust Advisors
36
First Trust Advisors
Illinois
$19.6M 611,832 +517,234 +547%
Federated Hermes
37
Federated Hermes
Pennsylvania
$19.2M 600,000 -171,200 -22%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$18.7M 584,393 +584,393 New
WP
39
Woodline Partners
California
$17.8M 556,114 +218,311 +65%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$17.4M 544,682 -1,076,789 -66%
Verition Fund Management
41
Verition Fund Management
Connecticut
$16.4M 511,984 +511,984 New
Northern Trust
42
Northern Trust
Illinois
$15.9M 496,638 +236,069 +91%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$15.5M 484,181 +484,181 New
FAM
44
Fenimore Asset Management
New York
$14M 436,978 +4,270 +1%
TI
45
Trexquant Investment
Connecticut
$13.7M 429,096 +228,771 +114%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$12.7M 397,200 +205,000 +107%
CCM
47
Candlestick Capital Management
Connecticut
$12.4M 387,386 -1,148,099 -75%
WCA
48
Waratah Capital Advisors
Ontario, Canada
$12.2M 379,360 -1,682,515 -82%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$11.8M 368,753 -201,503 -35%
SEI Investments
50
SEI Investments
Pennsylvania
$11.6M 362,690 +275,702 +317%
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