BROS icon

Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.37B invested in Dutch Bros in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 62 closing their positions.

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
57
Increased
70
Reduced
37
Closed
62
Calls
$52M
Puts
$61M
Net Calls
-$8.98M
Net Calls Change
+$578K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$88.3M
2
LPL Financial
2
LPL Financial
California
$10.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$5.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$4.66M
5
Wells Fargo
5
Wells Fargo
California
$5.46M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.8M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$9.5M
4
NIP
4
Nicholas Investment Partners
California
$0
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TSS
226
Two Sigma Securities
New York
– – -5,093 Closed
GGHC
227
Gilder Gagnon Howe & Co
New York
– – -4,929 Closed
BRWM
228
B. Riley Wealth Management
Tennessee
– – -4,900 Closed
GIA
229
Gladstone Institutional Advisory
Florida
– – -4,730 Closed
BFG
230
Berger Financial Group
Minnesota
– – -4,676 Closed
LFAS
231
Level Four Advisory Services
Texas
– – -4,646 Closed
APP
232
Alpha Paradigm Partners
Illinois
– – -4,155 Closed
SAF
233
Smith Anglin Financial
Texas
– – -4,000 Closed
SIA
234
SkyView Investment Advisors
New Jersey
– – -3,650 Closed
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
– – -3,031 Closed
MCC
236
Money Concepts Capital
Florida
– – -1,530 Closed
KIG
237
Kessler Investment Group
Indiana
– – -775 Closed
HIA
238
Harbor Investment Advisory
Maryland
– – -400 Closed
AWM
239
Avior Wealth Management
Nebraska
– – -400 Closed
BAM
240
Bellevue Asset Management
Washington
– – -391 Closed
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
– – -300 Closed
SAM
242
Strategic Asset Management
Minnesota
– – -204 Closed
SWM
243
Sugarloaf Wealth Management
Georgia
– – -175 Closed
SLWA
244
San Luis Wealth Advisors
California
– – -45 Closed
WWM
245
Wolff Wiese Magana
California
– – -11 Closed
FIA
246
FNY Investment Advisers
New York
– – – –
CFGS
247
Concourse Financial Group Securities
Alabama
– – – –
CS
248
Clear Street
New York
– – – –
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
– – – –
Group One Trading
250
Group One Trading
Illinois
– – – –
7 8 9
10
11