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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 %
KPWS
101
Kestra Private Wealth Services
Texas
$745K +$122K +3,856 +20%
GCP
102
GSA Capital Partners
United Kingdom
$743K +$743K +23,471 New
BAM
103
Blueshift Asset Management
New Jersey
$717K +$717K +22,642 New
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$709K +$343K +10,842 +94%
DTL
105
Dynamic Technology Lab
Singapore
$696K +$236K +7,446 +51%
RC
106
Renaissance Capital
Connecticut
$689K +$146K +4,605 +27%
VCP
107
Verus Capital Partners
Arizona
$680K -$40.9K -1,293 -6%
RFM
108
Royal Fund Management
Florida
$678K -$98.2K -3,100 -13%
QT
109
Quantbot Technologies
New York
$666K +$666K +21,016 New
EGM
110
Engineers Gate Manager
New York
$664K +$664K +20,951 New
SGM
111
Seven Grand Managers
New York
$633K -$883K -27,886 -58%
VI
112
Versor Investments
New York
$629K -$26.1K -824 -4%
SPS
113
Susquehanna Portfolio Strategies
Pennsylvania
$607K +$607K +19,167 New
CM
114
Caption Management
Oklahoma
$596K +$596K +18,819 New
OIM
115
Orca Investment Management
Oregon
$588K +$54.6K +1,725 +10%
WMP
116
Wealth Management Partners
Arizona
$571K -$178K -5,618 -24%
SPIA
117
Steward Partners Investment Advisory
New York
$548K +$45.6K +1,441 +9%
Group One Trading
118
Group One Trading
Illinois
$543K +$543K +17,145 New
WS
119
Wedbush Securities
California
$534K +$132K +4,169 +33%
IAA
120
Independent Advisor Alliance
North Carolina
$528K +$7.76K +245 +1%
Stifel Financial
121
Stifel Financial
Missouri
$523K +$9.28K +293 +2%
SEC
122
Seven Eight Capital
New York
$501K +$501K +15,804 New
ASRS
123
Arizona State Retirement System
Arizona
$496K +$125K +3,952 +34%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$486K -$25.1K -793 -5%
PRC
125
Pearl River Capital
Michigan
$484K +$484K +15,293 New
3 4
5
6 7