We are live on
!
Find out more
Dutch Bros
BROS
BROS
148 hedge funds and large institutions have $4.2B invested in Dutch Bros in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
482% more capital invested
Capital invested by funds: $721M → $4.2B (+$3.48B)
184.67% more ownership
Funds ownership: 54.72% → 239.4% (+185%)
150% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 20
83% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 35
23% more funds holding
Funds holding: 120 → 148 (+28)
11% more call options, than puts
Call options by funds: $41.8M | Put options by funds: $37.6M
Holders
148
Holders Change
+28
Holders Change %
+23.33%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
64
Increased
50
Reduced
20
Closed
35
Calls
$41.8M
Puts
$37.6M
Net Calls
+$4.28M
Net Calls Change
+$8.12M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$101M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$38.4M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$34.4M |
| 4 |
BlackRock
New York
|
+$16.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7M |
Top Sellers
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$25M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$20.5M |
| 3 |
Bank of New York Mellon
New York
|
-$20.4M |
| 4 |
BAMCO Inc
New York
|
-$18.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$15.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
M&T Bank
Buffalo,
New York
| – | -$204K | -4,707 | Closed |
|
|
IA
177
Insight Advisors
Newtown,
Pennsylvania
| – | -$222K | -3,180 | Closed |
|
|
AWA
178
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$42K | -989 | Closed |
|
|
DTIM
179
Danda Trouve Investment Management
Prairie Village,
Kansas
| – | -$24K | -543 | Closed |
|
|
GRP
180
Global Retirement Partners
San Rafael,
California
| – | -$5K | -124 | Closed |
|
|
IFAM
181
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$4K | -100 | Closed |
|
182
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$4K | -100 | Closed |
|