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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 %
IAA
151
Independent Advisor Alliance
North Carolina
$551K 16,702 +25 +0.1%
IA
152
Inspire Advisors
Idaho
$528K 16,010 +1,067 +7%
Mirae Asset Global Investments
153
Mirae Asset Global Investments
South Korea
$525K 17,413 -8,020 -32%
MFS
154
Mirabella Financial Services
United Kingdom
$486K 14,740 +14,740 New
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$482K 14,600 – –
CAN
156
Cetera Advisor Networks
California
$467K 14,144 +1,747 +14%
QC
157
Quadrature Capital
United Kingdom
$455K 13,779 +13,779 New
Bank of New York Mellon
158
Bank of New York Mellon
New York
$427K 12,954 -16,414 -56%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$417K 12,624 +12,583 +30,690%
CAS
160
CTC Alternative Strategies
Illinois
$406K 12,300 +12,300 New
VHAM
161
Van Hulzen Asset Management
California
$402K 12,190 +300 +3%
CCIA
162
Cherry Creek Investment Advisors
Colorado
$395K 11,962 +1,632 +16%
Principal Financial Group
163
Principal Financial Group
Iowa
$395K 11,958 +11,958 New
ODIJL
164
One Day In July LLC
Vermont
$380K 11,500 +11,500 New
BCM
165
Becker Capital Management
Oregon
$366K 11,102 -1,207 -10%
SM
166
Sciencast Management
New Jersey
$352K 10,673 +10,673 New
AllianceBernstein
167
AllianceBernstein
Tennessee
$350K 10,602 +10,602 New
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$344K 10,415 – –
KMWM
169
Keudell/Morrison Wealth Management
Oregon
$331K 10,022 +300 +3%
HCP
170
Hexagon Capital Partners
Arkansas
$331K 10,020 – –
VF
171
Virtu Financial
New York
$319K 9,660 +9,660 New
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311K 9,413 +1,756 +23%
USCWA
173
U.S. Capital Wealth Advisors
Texas
$307K 9,300 +9,300 New
PAS
174
Point72 Asia (Singapore)
Singapore
$297K 8,999 +8,999 New
HAM
175
Hedges Asset Management
Nevada
$294K 8,900 -400 -4%
5 6
7
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