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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 %
WF
201
WoodTrust Financial
Wisconsin
$418K 10,100 – –
HCP
202
Hexagon Capital Partners
Arkansas
$415K 10,020 – –
SIM
203
Sandia Investment Management
Massachusetts
$414K 10,000 -12,500 -56%
Capstone Investment Advisors
204
Capstone Investment Advisors
New York
$408K 9,848 -85,536 -90%
BCM
205
Becker Capital Management
Oregon
$403K 9,734 -1,368 -12%
JIP
206
Jaffetilchin Investment Partners
Florida
$395K 9,532 +840 +10%
CIP
207
Chartwell Investment Partners
Pennsylvania
$391K 9,449 +9,449 New
TFA
208
Toth Financial Advisory
Virginia
$383K 9,250 +9,250 New
TDC
209
Thompson Davis & Co
Virginia
$376K 9,090 +9,090 New
HAM
210
Hedges Asset Management
Nevada
$368K 8,900 – –
DWM
211
Diversify Wealth Management
Utah
$364K 10,061 +10,061 New
BFM
212
Boothbay Fund Management
New York
$354K 8,549 +584 +7%
QCM
213
Qsemble Capital Management
New York
$336K 8,122 +8,122 New
CPIG
214
Chicago Partners Investment Group
Illinois
$335K 8,725 +520 +6%
PWM
215
Prosperity Wealth Management
California
$331K 8,000 +8,000 New
TWM
216
Triton Wealth Management
Arizona
$323K 8,270 -337 -4%
Creative Planning
217
Creative Planning
Kansas
$318K 7,673 +405 +6%
Wolverine Trading
218
Wolverine Trading
Illinois
$316K 7,629 +7,629 New
BC
219
Bridgefront Capital
Texas
$316K 7,623 +7,623 New
MSRPS
220
Maryland State Retirement & Pension System
Maryland
$295K 7,132 +7,132 New
WI
221
WrapManager Inc
California
$290K 7,007 +7,007 New
X
222
Xponance
Pennsylvania
$289K 6,973 +6,973 New
SPC
223
Sigma Planning Corp
Michigan
$283K 6,838 -659 -9%
CWA
224
Clearview Wealth Advisors
Oregon
$280K 6,761 – –
PAG
225
Private Advisor Group
New Jersey
$280K 6,753 -827 -11%
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9
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