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Dutch Bros
BROS

Overview Fund Activity

270 hedge funds and large institutions have $3.06B invested in Dutch Bros in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 102 increasing their positions, 55 reducing their positions, and 34 closing their positions.

Holders
270
Holders Change
+39
Holders Change %
+16.88%
% of All Funds
3.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
75
Increased
102
Reduced
55
Closed
34
Calls
$57.5M
Puts
$49.1M
Net Calls
+$8.4M
Net Calls Change
+$16.2M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$95.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$212M
3
Ameriprise
3
Ameriprise
Minnesota
$49.2M
4
WA
4
Wasatch Advisors
Utah
$42M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$113M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$1.01B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$140M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$20M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$5.29M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$3.42M 103,605 +33,183 +47%
Citigroup
77
Citigroup
New York
$3.39M 102,728 -264,111 -72%
OCM
78
Ovata Capital Management
Hong Kong
$3.3M 100,000 +100,000 New
Man Group
79
Man Group
United Kingdom
$3.16M 95,676 +70,902 +286%
Capstone Investment Advisors
80
Capstone Investment Advisors
New York
$3.15M 95,384 +67,160 +238%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$2.96M 89,803 +89,803 New
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$2.96M 89,619 +75,553 +537%
PP
83
PDT Partners
New York
$2.82M 85,577 +85,577 New
SC
84
Shellback Capital
Massachusetts
$2.68M 81,178 +81,178 New
TPWA
85
TRUE Private Wealth Advisors
Oregon
$2.44M 73,957 -3,125 -4%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$2.36M 71,406 – –
Legal & General Group
87
Legal & General Group
United Kingdom
$2.33M 70,715 +19,476 +38%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$2.3M 69,655 +54,316 +354%
Stifel Financial
89
Stifel Financial
Missouri
$2.22M 67,412 +50,913 +309%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$2.22M 67,175 +17,290 +35%
CS
91
Credit Suisse
Switzerland
$2.17M 65,632 +11,234 +21%
SEI Investments
92
SEI Investments
Pennsylvania
$2.17M 65,607 +31,838 +94%
CA
93
Cetera Advisors
Colorado
$2.1M 63,584 +5,139 +9%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.07M 62,797 +62,797 New
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$2.02M 61,113 +61,113 New
UBS AM
96
UBS AM
Illinois
$1.94M 58,683 – –
EAM
97
EFG Asset Management
Oregon
$1.77M 53,780 +20,918 +64%
GCP
98
GSA Capital Partners
United Kingdom
$1.77M 53,651 +30,180 +129%
KCM
99
Kodai Capital Management
Illinois
$1.75M 53,048 +53,048 New
ECM
100
ExodusPoint Capital Management
New York
$1.72M 52,114 +9,380 +22%
2 3
4
5 6