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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.35B invested in Dutch Bros in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 36 closing their positions.

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
60
Reduced
49
Closed
36
Calls
$76.4M
Puts
$99.4M
Net Calls
-$23M
Net Calls Change
-$16.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Bank of America
2
Bank of America
North Carolina
$31.4M
3
JC
3
Joho Capital
New York
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$14.1M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Millennium Management
2
Millennium Management
New York
$5.47M
3
Franklin Resources
3
Franklin Resources
California
$35.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$0
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$4.15M 131,359 -15,446 -11%
TFCM
27
Taylor Frigon Capital Management
Arizona
$3.79M 119,686 -1,529 -1%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$3.09M 97,761 +80,032 +451%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.01M 95,177 -1,291 -1%
TPWA
30
TRUE Private Wealth Advisors
Oregon
$2.52M 79,824 -207 -0.3%
Swiss National Bank
31
Swiss National Bank
Switzerland
$2.49M 78,700 +16,600 +27%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.45M 77,340 +21,375 +38%
AFO
33
Arrowroot Family Office
California
$2.27M 71,639 +71,639 New
Northern Trust
34
Northern Trust
Illinois
$2.14M 67,686 +5,934 +10%
RJA
35
Raymond James & Associates
Florida
$2.06M 65,198 +15,143 +30%
Jane Street
36
Jane Street
New York
$2.03M 64,025 +51,088 +395%
William Blair & Company
37
William Blair & Company
Illinois
$1.87M 59,225 -9,497 -14%
CA
38
Cetera Advisors
Colorado
$1.87M 59,065 -624 -1%
IAS
39
IMA Advisory Services
Colorado
$1.61M 50,977 +50,977 New
PWAC
40
Private Wealth Advisors (California)
California
$1.53M 48,399 -394 -0.8%
EAM
41
EFG Asset Management
Oregon
$1.45M 45,947 +11,023 +32%
SPC
42
Sigma Planning Corp
Michigan
$1.44M 45,677 +18,235 +66%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.28M 40,562 +40,562 New
SI
44
Symmetry Investments
Jersey
$1.23M 38,916 +38,916 New
BCM
45
BlueCrest Capital Management
Jersey
$1.13M 35,663 +35,663 New
AIM
46
Aigen Investment Management
New York
$1.12M 35,417 +28,005 +378%
Squarepoint
47
Squarepoint
New York
$1.11M 35,191 +35,191 New
Stifel Financial
48
Stifel Financial
Missouri
$1.05M 33,098 -18,980 -36%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.01M 32,006 +9,661 +43%
CS
50
Credit Suisse
Switzerland
$1.01M 31,937 +10,024 +46%
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