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Dutch Bros
BROS

Overview Fund Activity

231 hedge funds and large institutions have $2.9B invested in Dutch Bros in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 29 closing their positions.

Holders
231
Holders Change
+42
Holders Change %
+22.22%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
71
Increased
86
Reduced
45
Closed
29
Calls
$72M
Puts
$79.8M
Net Calls
-$7.78M
Net Calls Change
-$1.79M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$37.2M
2
DCM
2
Driehaus Capital Management
Illinois
$28.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$125M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$69.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.5M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$1.47B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$248M
3
Invesco
3
Invesco
Georgia
$9.21M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Walleye Capital
5
Walleye Capital
New York
$867K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAC
76
Private Wealth Advisors (California)
California
$1.5M -$42K -1,326 -3%
ECM
77
ExodusPoint Capital Management
New York
$1.35M +$1.35M +42,734 New
RJA
78
Raymond James & Associates
Florida
$1.35M -$660K -20,837 -33%
AFO
79
Arrowroot Family Office
California
$1.32M -$440K -13,894 -25%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$1.25M +$397K +12,544 +46%
ICM
81
IMS Capital Management
Oregon
$1.22M +$1.22M +38,503 New
AIM
82
Aigen Investment Management
New York
$1.19M +$1.19M +37,539 New
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$1.18M +$244K +7,695 +26%
Dimensional Fund Advisors
84
Dimensional Fund Advisors
Texas
$1.11M +$59.2K +1,868 +6%
SEI Investments
85
SEI Investments
Pennsylvania
$1.07M -$1.19M -37,712 -53%
TI
86
Trexquant Investment
Connecticut
$1.04M +$1.04M +32,866 New
EAM
87
EFG Asset Management
Oregon
$1.04M -$25.8K -816 -2%
Comerica Bank
88
Comerica Bank
Texas
$1.02M -$16.3K -514 -2%
FAIM
89
Financial Advocates Investment Management
Washington
$933K -$128K -4,042 -12%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$930K -$50.8K -1,605 -5%
HIP
91
HUB Investment Partners
Texas
$917K +$917K +28,950 New
BIM
92
Bridgecreek Investment Management
Oklahoma
$917K +$917K +28,950 New
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$910K +$290K +9,169 +47%
Capstone Investment Advisors
94
Capstone Investment Advisors
New York
$894K -$75K -2,367 -8%
YIH
95
Y-Intercept (HK)
Hong Kong
$891K +$891K +28,135 New
Neuberger Berman Group
96
Neuberger Berman Group
New York
$879K +$132K +4,170 +18%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$868K +$9.06K +286 +1%
Walleye Capital
98
Walleye Capital
New York
$867K -$5.27M -166,470 -86%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$805K +$115K +3,637 +17%
Man Group
100
Man Group
United Kingdom
$785K +$785K +24,774 New
2 3
4
5 6