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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 %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$1.68M 50,972 +37,782 +286%
MIM
102
Monashee Investment Management
Massachusetts
$1.65M 50,000 +50,000 New
RJA
103
Raymond James & Associates
Florida
$1.56M 47,338 +4,664 +11%
YIH
104
Y-Intercept (HK)
Hong Kong
$1.49M 45,129 +16,994 +60%
WB
105
WesBanco Bank
West Virginia
$1.46M 44,285 +44,285 New
PWAC
106
Private Wealth Advisors (California)
California
$1.45M 44,080 -3,195 -7%
Dimensional Fund Advisors
107
Dimensional Fund Advisors
Texas
$1.43M 43,200 +8,158 +23%
AFO
108
Arrowroot Family Office
California
$1.37M 41,636 +16 +0%
ICM
109
IMS Capital Management
Oregon
$1.27M 38,509 +6 +0%
EGM
110
Engineers Gate Manager
New York
$1.18M 35,861 +14,910 +71%
Wells Fargo
111
Wells Fargo
California
$1.14M 34,536 -63,032 -65%
JF
112
Jump Financial
Illinois
$1.13M 34,393 -94,107 -73%
Simplex Trading
113
Simplex Trading
Illinois
$1.13M 34,188 +34,188 New
HCA
114
Harbor Capital Advisors
Illinois
$1.13M 34,136 +23,086 +209%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$1.12M 33,829 +11,453 +51%
HIP
116
HUB Investment Partners
Texas
$1.08M 32,700 +3,750 +13%
Comerica Bank
117
Comerica Bank
Texas
$1.04M 31,662 -472 -1%
Truist Financial
118
Truist Financial
North Carolina
$1.03M 31,206 +20,359 +188%
RC
119
Renaissance Capital
Connecticut
$1.02M 31,026 +9,256 +43%
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
$1M 30,400 +30,400 New
TSS
121
Two Sigma Securities
New York
$986K 29,873 +22,349 +297%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$952K 28,864 +92 +0.3%
FAIM
123
Financial Advocates Investment Management
Washington
$945K 28,643 -810 -3%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$901K 27,295 +13,395 +96%
Group One Trading
125
Group One Trading
Illinois
$869K 26,341 +9,196 +54%
3 4
5
6 7