BROS icon

Dutch Bros
BROS

Overview Fund Activity

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.

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

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$37.2M
2
DCM
2
Driehaus Capital Management
Illinois
$28.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$125M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$69.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.5M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$1.47B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$248M
3
Invesco
3
Invesco
Georgia
$9.21M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Walleye Capital
5
Walleye Capital
New York
$867K
Name Market Value Shares Shares
Change 		Shares
Change %
TCP
1
TSG Consumer Partners
California
$1.47B 46,550,828 -6,935,070 -13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$248M 7,815,803 -765,948 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$150M 4,750,468 +135,918 +3%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$132M 4,166,582 +190,090 +5%
Citadel Advisors
5
Citadel Advisors
Florida
$125M 3,959,386 +900,013 +29%
Marshall Wace
6
Marshall Wace
United Kingdom
$69.6M 2,196,555 +774,980 +55%
American Century Companies
7
American Century Companies
Missouri
$44.6M 1,408,492 +231,344 +20%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$37.2M 1,173,555 +1,173,555 New
BlackRock
9
BlackRock
New York
$33.8M 1,065,942 +108,900 +11%
DCM
10
Driehaus Capital Management
Illinois
$28.9M 912,066 +912,066 New
ClearBridge Investments
11
ClearBridge Investments
New York
$27.4M 863,657 +19 +0%
Bank of America
12
Bank of America
North Carolina
$26.9M 850,278 -82,405 -9%
Morgan Stanley
13
Morgan Stanley
New York
$24.5M 774,968 +620,023 +400%
Goldman Sachs
14
Goldman Sachs
New York
$18.6M 585,805 +141,858 +32%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$18.3M 578,852 +578,852 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$17.4M 550,410 +53,208 +11%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$15.1M 477,694 +456,187 +2,121%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$15M 474,853 +50,732 +12%
WMSA
19
Weiss Multi-Strategy Advisers
New York
$14.1M 444,474 +444,474 New
FAM
20
Fenimore Asset Management
New York
$13.6M 429,758 +429,758 New
Federated Hermes
21
Federated Hermes
Pennsylvania
$12.7M 400,000 – –
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$12.3M 387,337 +387,337 New
DKCM
23
Davidson Kempner Capital Management
New York
$11.8M 371,038 +6,038 +2%
LPL Financial
24
LPL Financial
California
$11.7M 367,980 +8,611 +2%
Citigroup
25
Citigroup
New York
$11.6M 366,839 -71,071 -16%
1
2 3 4 5