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Dutch Bros

231 hedge funds and large institutions have $2.9B invested in Dutch Bros in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+42
Holders Change %
+22.22%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
71
Increased
86
Reduced
45
Closed
29
Calls
$72M
Puts
$79.8M
Net Calls
-$7.78M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
FBIL
201
First Beijing Investment Ltd
Hong Kong
$11.7K +$11.7K +369 New
PVH
202
Psagot Value Holdings
Israel
$11K -$7.12K -220 -39%
PS
203
Principal Securities
Iowa
$9.5K +$9.5K +300 New
Parallax Volatility Advisers
204
Parallax Volatility Advisers
California
$9.06K -$1.2M -37,958 -99%
HGERS
205
Householder Group Estate & Retirement Specialist
Arizona
$8K
VAG
206
VisionPoint Advisory Group
Texas
$6.94K +$6.94K +219 New
AIA
207
Arcadia Investment Advisors
Idaho
$6.46K
MHR
208
Matthew Hamilton Rosenberg
$6.4K +$6.4K +202 New
PHK
209
Point72 Hong Kong
Hong Kong
$6.32K +$6.32K +199 New
CFS
210
CGC Financial Services
Oregon
$6.14K +$1.43K +45 +30%
BLC
211
Brown, Lisle/Cummings
Rhode Island
$5.86K
HI
212
Harbour Investments
Wisconsin
$3.8K
EWA
213
EverSource Wealth Advisors
Alabama
$3.55K +$1.33K +42 +60%
SSB
214
Sandy Spring Bank
Maryland
$3.48K
HFM
215
Hartford Financial Management
Connecticut
$3.17K
ACA
216
American Capital Advisory
Idaho
$3.17K +$3.17K +100 New
AW
217
Avion Wealth
Texas
$3K
TVAMP
218
Tennessee Valley Asset Management Partners
Tennessee
$2.53K +$2.53K +80 New
CAS
219
Coppell Advisory Solutions
Texas
$2.22K +$2.22K +70 New
CI Investments Inc
220
CI Investments Inc
Ontario, Canada
$2K
BFA
221
BBJS Financial Advisors
Washington
$1.58K +$1.58K +50 New
NB
222
NBT Bank
New York
$1.58K +$1.58K +50 New
VWM
223
Venturi Wealth Management
Texas
$1.43K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$1.3K -$7.28K -230 -85%
RG
225
Retirement Group
California
$1.27K +$538 +17 +74%