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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
Goldman Sachs
4
Goldman Sachs
New York
$5.29M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$287K -$91.8K -2,782 -24%
JIP
177
Jaffetilchin Investment Partners
Florida
$287K +$287K +8,692 New
PCM
178
Prelude Capital Management
New York
$270K +$270K +8,194 New
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$267K – – –
TRCT
180
Tower Research Capital (TRC)
New York
$264K +$180K +5,459 +214%
BFM
181
Boothbay Fund Management
New York
$263K +$263K +7,965 New
PAG
182
Private Advisor Group
New Jersey
$250K +$20.8K +631 +9%
SPC
183
Sigma Planning Corp
Michigan
$247K +$247K +7,497 New
TWM
184
Triton Wealth Management
Arizona
$244K -$48.1K -1,700 -16%
US Bancorp
185
US Bancorp
Minnesota
$242K +$194K +5,877 +402%
Creative Planning
186
Creative Planning
Kansas
$240K +$330 +10 +0.1%
OAC
187
OMERS Administration Corp
Ontario, Canada
$238K +$238K +7,200 New
CPIG
188
Chicago Partners Investment Group
Illinois
$236K -$5.76K -200 -2%
CWA
189
Clearview Wealth Advisors
Oregon
$223K -$7.72K -234 -3%
WGC
190
Watts Gwilliam & Co
Arizona
$221K +$221K +6,134 New
Mariner
191
Mariner
Kansas
$209K +$209K +6,337 New
FFA
192
Farther Finance Advisors
California
$209K – – –
SG Americas Securities
193
SG Americas Securities
New York
$200K +$200K +6,060 New
BAM
194
Bullseye Asset Management
Colorado
$198K – – –
SN
195
Sittner & Nelson
Oregon
$178K -$13.2K -400 -7%
NFSG
196
Newbridge Financial Services Group
Florida
$155K +$155K +4,700 New
AI
197
AdvisorShares Investments
Maryland
$139K -$12.9K -390 -8%
IA
198
IFP Advisors
Florida
$113K +$9.77K +296 +9%
GWSG
199
GPS Wealth Strategies Group
Colorado
$107K +$25.1K +760 +31%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$76.6K +$76.6K +2,326 New
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