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Dutch Bros
BROS

Overview Fund Activity

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.

Holders
148
Holders Change
+28
Holders Change %
+23.33%
% of All Funds
2.29%
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
TCP
1
TSG Consumer Partners
California
$3.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
Invesco
3
Invesco
Georgia
$45.8M
4
Franklin Resources
4
Franklin Resources
California
$70.8M
5
BlackRock
5
BlackRock
New York
$18M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$55.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.39M
4
BAMCO Inc
4
BAMCO Inc
New York
$0
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCP
1
TSG Consumer Partners
California
$3.28B 64,465,503 +64,465,503 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M 4,427,026 +1,823,632 +70%
Vanguard Group
3
Vanguard Group
Pennsylvania
$91.9M 1,805,122 +283,659 +19%
Franklin Resources
4
Franklin Resources
California
$70.8M 1,389,827 +619,827 +80%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$55.3M 1,086,856 -369,914 -25%
Invesco
6
Invesco
Georgia
$45.8M 900,326 +691,872 +332%
AllianceBernstein
7
AllianceBernstein
Tennessee
$42.2M 828,613 +162,300 +24%
Federated Hermes
8
Federated Hermes
Pennsylvania
$30.5M 600,000 +62,500 +12%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$27.3M 535,678 -137,910 -20%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$26.1M 513,022 -451,044 -47%
American Century Companies
11
American Century Companies
Missouri
$18.2M 358,385 – –
BlackRock
12
BlackRock
New York
$18M 354,422 +294,422 +491%
ClearBridge Investments
13
ClearBridge Investments
New York
$15.3M 300,200 +200 +0.1%
DCM
14
Driehaus Capital Management
Illinois
$15M 295,226 +9,822 +3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$13.9M 272,947 +272,947 New
GCM
16
Ghisallo Capital Management
Massachusetts
$12.7M 250,000 – –
Millennium Management
17
Millennium Management
New York
$12.6M 248,017 -106,098 -30%
BCM
18
Becker Capital Management
Oregon
$12.1M 237,995 -221,010 -48%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$10.3M 201,960 +201,960 New
PC
20
Pier Capital
Connecticut
$9.96M 195,563 +195,563 New
ACM
21
Atika Capital Management
New York
$9.88M 194,000 +194,000 New
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$9.64M 189,433 -9,517 -5%
SOMRS
23
State of Michigan Retirement System
Michigan
$9.16M 180,000 – –
Morgan Stanley
24
Morgan Stanley
New York
$8.81M 173,129 +104,011 +150%
LPL Financial
25
LPL Financial
California
$8.37M 164,430 +98,666 +150%
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