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Dutch Bros
BROS

Overview Fund Activity

335 hedge funds and large institutions have $4.06B invested in Dutch Bros in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 120 increasing their positions, 62 reducing their positions, and 35 closing their positions.

Holders
335
Holders Change
+65
Holders Change %
+24.07%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
106
Increased
120
Reduced
62
Closed
35
Calls
$91.8M
Puts
$68.8M
Net Calls
+$23M
Net Calls Change
+$14.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$155M
2
Bank of America
2
Bank of America
North Carolina
$144M
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$85.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$349M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$98.6M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$216M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$67.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$162M
4
Millennium Management
4
Millennium Management
New York
$22.1M
5
HRCM
5
Hood River Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
151
Financial Advocates Investment Management
Washington
$1.12M 27,151 -1,492 -5%
Natixis Advisors
152
Natixis Advisors
Massachusetts
$1.11M 26,748 +4,579 +21%
KPWS
153
Kestra Private Wealth Services
Texas
$1.09M 26,445 +2,029 +8%
AAS
154
Ameritas Advisory Services
Nebraska
$1.09M 26,374 +26,374 New
GC
155
Guggenheim Capital
Illinois
$1.09M 26,268 +26,268 New
AG
156
Algert Global
California
$1.08M 26,082 +26,082 New
SPIA
157
Steward Partners Investment Advisory
New York
$1.01M 24,288 +2,915 +14%
LCGC
158
Legacy Capital Group California
California
$996K 24,053 +24,053 New
VI
159
Versor Investments
New York
$980K 23,663 +1,948 +9%
GS
160
GTS Securities
New York
$978K 23,613 +1,878 +9%
KWM
161
Kingsview Wealth Management
Oregon
$923K 22,302 +22,302 New
AFO
162
Arrowroot Family Office
California
$923K 22,290 -19,346 -46%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$883K 21,317 -3,797 -15%
RFM
164
Royal Fund Management
Florida
$861K 20,800 -200 -1%
WS
165
Wedbush Securities
California
$856K 20,668 +1,232 +6%
Calamos Advisors
166
Calamos Advisors
Illinois
$837K 20,219 +20,219 New
Victory Capital Management
167
Victory Capital Management
Texas
$825K 19,918 +2,223 +13%
Corient Private Wealth
168
Corient Private Wealth
Florida
$793K 19,151 +623 +3%
Manulife (Manufacturers Life Insurance)
169
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$790K 19,084 +9,671 +103%
VCP
170
Verus Capital Partners
Arizona
$785K 18,956 -414 -2%
IAA
171
Independent Advisor Alliance
North Carolina
$727K 17,572 +870 +5%
OIM
172
Orca Investment Management
Oregon
$719K 17,371 -547 -3%
KAS
173
Kestra Advisory Services
Texas
$691K 16,692 +16,692 New
IA
174
Inspire Advisors
Idaho
$667K 16,102 +92 +0.6%
State Board of Administration of Florida Retirement System
175
State Board of Administration of Florida Retirement System
Florida
$663K 16,020 +16,020 New
5 6
7
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