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Dutch Bros
BROS

Overview Fund Activity

343 hedge funds and large institutions have $3.32B invested in Dutch Bros in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 85 reducing their positions, and 63 closing their positions.

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
73
Increased
140
Reduced
85
Closed
63
Calls
$68.9M
Puts
$73M
Net Calls
-$4.05M
Net Calls Change
-$27.1M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$224M
2
WA
2
Wasatch Advisors
Utah
$132M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$144M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$321M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$63.5M

Top Sellers

1
MGCM
1
Mane Global Capital Management
New York
$0
2
DKCM
2
Davidson Kempner Capital Management
New York
$0
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$12.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
151
Guggenheim Capital
Illinois
$883K 27,579 +1,311 +5%
HCA
152
Harbor Capital Advisors
Illinois
$864K 26,976 +11,392 +73%
KPWS
153
Kestra Private Wealth Services
Texas
$862K 26,923 +478 +2%
SPIA
154
Steward Partners Investment Advisory
New York
$839K 26,188 +1,900 +8%
EAM
155
EFG Asset Management
Oregon
$825K 25,768 -5,718 -18%
FAIM
156
Financial Advocates Investment Management
Washington
$822K 25,669 -1,482 -5%
Wolverine Trading
157
Wolverine Trading
Illinois
$815K 25,094 +17,465 +229%
BC
158
Bridgefront Capital
Texas
$802K 25,029 +17,406 +228%
BBL
159
Beck Bode LLC
Massachusetts
$801K 25,002 +25,002 New
PAG
160
Private Advisor Group
New Jersey
$798K 24,924 +18,171 +269%
LCGC
161
Legacy Capital Group California
California
$773K 24,119 +66 +0.3%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$762K 23,787 +2,470 +12%
Victory Capital Management
163
Victory Capital Management
Texas
$753K 23,523 +3,605 +18%
IA
164
Inspire Advisors
Idaho
$751K 23,433 +7,331 +46%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$746K 23,300 -4,900 -17%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$735K 22,947 -3,801 -14%
Mariner
167
Mariner
Kansas
$698K 21,780 +8,713 +67%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$696K 21,718 -39,263 -64%
IMC Chicago
169
IMC Chicago
Illinois
$665K 20,776 +20,776 New
PTC
170
Petrus Trust Company
Texas
$637K 19,896 +19,896 New
GCM
171
Graham Capital Management
Connecticut
$626K 19,530 +5,538 +40%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$624K 19,493 +6,866 +54%
DM
173
Deerfield Management
New York
$600K 18,742 +18,742 New
OIM
174
Orca Investment Management
Oregon
$594K 18,552 +1,181 +7%
IAA
175
Independent Advisor Alliance
North Carolina
$579K 18,073 +501 +3%
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