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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 %
MOS
126
MGO One Seven
Ohio
$848K 25,712 +25,712 New
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$829K 25,114 -2,281 -8%
CGIM
128
Cannon Global Investment Management
Florida
$818K 24,800 +9,800 +65%
PRC
129
Pearl River Capital
Michigan
$817K 24,770 +9,477 +62%
BCM
130
Bayesian Capital Management
New York
$812K 24,600 +24,600 New
KPWS
131
Kestra Private Wealth Services
Texas
$806K 24,416 +906 +4%
Neuberger Berman Group
132
Neuberger Berman Group
New York
$778K 23,574 -4,185 -15%
DC
133
Diametric Capital
Massachusetts
$766K 23,214 +23,214 New
SIM
134
Sandia Investment Management
Massachusetts
$743K 22,500 +22,500 New
Natixis Advisors
135
Natixis Advisors
Massachusetts
$732K 22,169 +22,169 New
GS
136
GTS Securities
New York
$717K 21,735 -30,658 -59%
VI
137
Versor Investments
New York
$717K 21,715 +1,866 +9%
SPIA
138
Steward Partners Investment Advisory
New York
$705K 21,373 +4,057 +23%
RFM
139
Royal Fund Management
Florida
$693K 21,000 -400 -2%
DADC
140
D.A. Davidson & Co
Montana
$663K 20,101 +5,929 +42%
SRL
141
Scientech Research LLC
New Jersey
$650K 19,707 +19,707 New
WS
142
Wedbush Securities
California
$641K 19,436 +2,561 +15%
VCP
143
Verus Capital Partners
Arizona
$639K 19,370 -2,109 -10%
WMP
144
Wealth Management Partners
Arizona
$620K 18,790 +756 +4%
HighTower Advisors
145
HighTower Advisors
Illinois
$612K 18,536 +3,889 +27%
Corient Private Wealth
146
Corient Private Wealth
Florida
$611K 18,528 +18,528 New
OIM
147
Orca Investment Management
Oregon
$591K 17,918 -651 -4%
Victory Capital Management
148
Victory Capital Management
Texas
$584K 17,695 +3,252 +23%
FRM
149
Fox Run Management
Connecticut
$582K 17,623 +17,623 New
ASRS
150
Arizona State Retirement System
Arizona
$575K 17,418 +1,764 +11%
4 5
6
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