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Dutch 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: 120148 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TCP
1
TSG Consumer Partners
California
$3.28B +$3.58B +64,465,503 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M +$101M +1,823,632 +70%
Vanguard Group
3
Vanguard Group
Pennsylvania
$91.9M +$15.7M +283,659 +19%
Franklin Resources
4
Franklin Resources
California
$70.8M +$34.4M +619,827 +80%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$55.3M -$20.5M -369,914 -25%
Invesco
6
Invesco
Georgia
$45.8M +$38.4M +691,872 +332%
AllianceBernstein
7
AllianceBernstein
Tennessee
$42.2M +$9.01M +162,300 +24%
Federated Hermes
8
Federated Hermes
Pennsylvania
$30.5M +$3.47M +62,500 +12%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$27.3M -$7.66M -137,910 -20%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$26.1M -$25M -451,044 -47%
American Century Companies
11
American Century Companies
Missouri
$18.2M
BlackRock
12
BlackRock
New York
$18M +$16.3M +294,422 +491%
ClearBridge Investments
13
ClearBridge Investments
New York
$15.3M +$11.1K +200 +0.1%
DCM
14
Driehaus Capital Management
Illinois
$15M +$545K +9,822 +3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$13.9M +$15.2M +272,947 New
GCM
16
Ghisallo Capital Management
Massachusetts
$12.7M
Millennium Management
17
Millennium Management
New York
$12.6M -$5.89M -106,098 -30%
BCM
18
Becker Capital Management
Oregon
$12.1M -$12.3M -221,010 -48%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$10.3M +$11.2M +201,960 New
PC
20
Pier Capital
Connecticut
$9.96M +$10.9M +195,563 New
ACM
21
Atika Capital Management
New York
$9.88M +$10.8M +194,000 New
N
22
Nuveen
North Carolina
$9.64M -$528K -9,517 -5%
SOMRS
23
State of Michigan Retirement System
Michigan
$9.16M
Morgan Stanley
24
Morgan Stanley
New York
$8.81M +$5.77M +104,011 +150%
LPL Financial
25
LPL Financial
California
$8.37M +$5.48M +98,666 +150%