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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
Bank of New York Mellon
51
Bank of New York Mellon
New York
$1.39M -$20.4M -368,102 -93%
RJA
52
Raymond James & Associates
Florida
$1.3M +$483K +8,696 +52%
FAIM
53
Financial Advocates Investment Management
Washington
$1.27M +$307K +5,533 +28%
SGM
54
Seven Grand Managers
New York
$1.27M +$1.39M +25,000 New
VF
55
Virtu Financial
New York
$1.15M +$534K +9,626 +74%
PI
56
PEAK6 Investments
Illinois
$1.05M +$1.15M +20,669 New
TPWA
57
TRUE Private Wealth Advisors
Oregon
$976K +$304K +5,469 +40%
Man Group
58
Man Group
United Kingdom
$965K +$1.05M +18,961 New
Baird Financial Group
59
Baird Financial Group
Wisconsin
$944K +$627K +11,302 +156%
KWM
60
Kingsview Wealth Management
Oregon
$856K +$485K +8,744 +108%
TWM
61
Triton Wealth Management
Arizona
$776K -$17.9K -323 -2%
WMP
62
Wealth Management Partners
Arizona
$764K +$833K +15,000 New
FAM
63
Fred Alger Management
New York
$740K +$120K +2,162 +17%
TRCT
64
Tower Research Capital (TRC)
New York
$710K +$775K +13,952 New
LSC
65
Lyon Street Capital
California
$636K +$694K +12,500 New
CAM
66
CenterStar Asset Management
Illinois
$598K
SPC
67
Sigma Planning Corp
Michigan
$486K +$530K +9,539 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$478K +$415K +7,484 +390%
UBS Group
69
UBS Group
Switzerland
$468K +$455K +8,191 +810%
BAM
70
Belpointe Asset Management
Nevada
$463K -$553K -9,957 -52%
HighTower Advisors
71
HighTower Advisors
Illinois
$419K +$458K +8,243 New
SWRP
72
Summit Wealth & Retirement Planning
California
$412K +$449K +8,092 New
Goldman Sachs
73
Goldman Sachs
New York
$410K -$5.4M -97,327 -92%
Wolverine Trading
74
Wolverine Trading
Illinois
$406K +$432K +7,789 New
CA
75
Cetera Advisors
Colorado
$394K +$430K +7,738 New