BROS icon

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.

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

Top Sellers

1
TCP
TSG Consumer Partners
California
$1.47B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$248M
3
Invesco
Invesco
Georgia
$9.21M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Walleye Capital
Walleye Capital
New York
$867K
Name Holding Trade Value Shares
Change 		Shares
Change %
CGIM
126
Cannon Global Investment Management
Florida
$475K +$475K +15,000 New
IA
127
Inspire Advisors
Idaho
$473K +$9.75K +308 +2%
HighTower Advisors
128
HighTower Advisors
Illinois
$464K -$45.5K -1,435 -9%
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$463K +$136K +4,300 +42%
Victory Capital Management
130
Victory Capital Management
Texas
$457K +$180K +5,685 +65%
DADC
131
D.A. Davidson & Co
Montana
$449K +$41K +1,294 +10%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$445K +$34K +1,074 +8%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$440K -$81.4K -2,573 -16%
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$418K +$143K +4,512 +52%
CAN
135
Cetera Advisor Networks
California
$393K -$60.6K -1,913 -13%
JPWM
136
Jamison Private Wealth Management
Georgia
$392K -$82.5K -2,605 -17%
BCM
137
Becker Capital Management
Oregon
$390K -$37.7K -1,191 -9%
VHAM
138
Van Hulzen Asset Management
California
$377K +$60.6K +1,910 +19%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$364K +$66.5K +2,100 +22%
HCA
140
Harbor Capital Advisors
Illinois
$350K +$130K +4,097 +59%
Truist Financial
141
Truist Financial
North Carolina
$344K -$23.5K -741 -6%
MC
142
Moors & Cabot
Massachusetts
$343K +$343K +10,846 New
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$330K +$1.81K +57 +0.6%
CCIA
144
Cherry Creek Investment Advisors
Colorado
$327K +$327K +10,330 New
TWM
145
Triton Wealth Management
Arizona
$318K +$6.08K +197 +2%
HCP
146
Hexagon Capital Partners
Arkansas
$317K +$63 +2 +0%
KMWM
147
Keudell/Morrison Wealth Management
Oregon
$308K +$12.4K +391 +4%
HAM
148
Hedges Asset Management
Nevada
$295K +$9.5K +300 +3%
RCM
149
RB Capital Management
Nevada
$294K -$74.9K -2,364 -20%
QCM
150
Qsemble Capital Management
New York
$280K +$280K +8,841 New
4 5
6
7 8