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 %
State Street
26
State Street
Massachusetts
$3.66M 115,763 +35,438 +44%
William Blair & Company
27
William Blair & Company
Illinois
$3.37M 106,419 -76,173 -42%
CIC
28
Carnegie Investment Counsel
Ohio
$3.1M 97,980 -2,010 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.92M 92,296 -51,154 -36%
CAC
30
Cowen and Company
New York
$2.85M 90,000 +90,000 New
Osaic Holdings
31
Osaic Holdings
Arizona
$2.71M 85,458 +62,152 +267%
Stifel Financial
32
Stifel Financial
Missouri
$2.41M 76,252 -9,656 -11%
PWAC
33
Private Wealth Advisors (California)
California
$2.24M 48,410 +48,410 New
CA
34
Cetera Advisors
Colorado
$2.03M 64,209 +51,756 +416%
TFCM
35
Taylor Frigon Capital Management
Arizona
$2.02M 63,884 +4,468 +8%
SC
36
Sculptor Capital
New York
$2M 63,200 +63,200 New
Macquarie Group
37
Macquarie Group
Australia
$1.83M 57,866 -62,338 -52%
Northern Trust
38
Northern Trust
Illinois
$1.71M 54,146 +12,875 +31%
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.67M 52,900 +52,900 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.67M 52,838 +18,427 +54%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$1.65M 50,572 +50,572 New
Barclays
42
Barclays
United Kingdom
$1.44M 45,503 +23,569 +107%
KAS
43
Kestra Advisory Services
Texas
$1.21M 38,185 -52,010 -58%
RJA
44
Raymond James & Associates
Florida
$1.18M 37,241 -41,274 -53%
UBS Group
45
UBS Group
Switzerland
$1.17M 36,802 +11,772 +47%
VCP
46
Verus Capital Partners
Arizona
$1.13M 8,983 -28,463 -76%
BAM
47
Belpointe Asset Management
Nevada
$1.08M 34,276 +17,458 +104%
TPWA
48
TRUE Private Wealth Advisors
Oregon
$1.06M 33,615 +10,496 +45%
EAM
49
EFG Asset Management
Oregon
$973K 30,737 +30,737 New
SPC
50
Sigma Planning Corp
Michigan
$930K 29,380 +9,793 +50%
1
2
3 4 5