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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.06B invested in Dutch Bros in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 27 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
66
Reduced
46
Closed
27
Calls
$53.8M
Puts
$64.3M
Net Calls
-$10.5M
Net Calls Change
+$12.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$9.76M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$24.7M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$8.66M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$5.29M
5
Walleye Capital
5
Walleye Capital
New York
$4.61M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$171M
3
Bank of America
3
Bank of America
North Carolina
$14M
4
JC
4
Joho Capital
New York
$0
5
Millennium Management
5
Millennium Management
New York
$575K
Name Market Value Shares Shares
Change 		Shares
Change %
TFCM
26
Taylor Frigon Capital Management
Arizona
$3.38M 118,797 -889 -0.7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.25M 114,154 -8,657 -7%
RJA
28
Raymond James & Associates
Florida
$3.17M 111,437 +46,239 +71%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.34M 82,225 +4,885 +6%
Holocene Advisors
30
Holocene Advisors
New York
$2.33M 81,786 +81,786 New
TPWA
31
TRUE Private Wealth Advisors
Oregon
$2.31M 81,150 +1,326 +2%
Swiss National Bank
32
Swiss National Bank
Switzerland
$2.26M 79,600 +900 +1%
Northern Trust
33
Northern Trust
Illinois
$1.98M 69,572 +1,886 +3%
Squarepoint
34
Squarepoint
New York
$1.95M 68,592 +33,401 +95%
CA
35
Cetera Advisors
Colorado
$1.66M 58,489 -576 -1%
UBS Group
36
UBS Group
Switzerland
$1.61M 56,703 +28,271 +99%
Capital Fund Management (CFM)
37
Capital Fund Management (CFM)
France
$1.6M 56,227 +44,527 +381%
AFO
38
Arrowroot Family Office
California
$1.57M 55,310 -16,329 -23%
ACM
39
Aquatic Capital Management
Illinois
$1.51M 53,000 +33,000 +165%
PWAC
40
Private Wealth Advisors (California)
California
$1.38M 48,670 +271 +0.6%
IAS
41
IMA Advisory Services
Colorado
$1.35M 47,405 -3,572 -7%
GCP
42
GSA Capital Partners
United Kingdom
$1.31M 46,125 +46,125 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.18M 41,304 -53,873 -57%
CS
44
Credit Suisse
Switzerland
$1.03M 36,078 +4,141 +13%
First Trust Advisors
45
First Trust Advisors
Illinois
$994K 34,926 +24,412 +232%
FAIM
46
Financial Advocates Investment Management
Washington
$960K 33,760 +1,965 +6%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$938K 32,800 +32,800 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$915K 32,145 +139 +0.4%
Wells Fargo
49
Wells Fargo
California
$871K 30,613 -147,334 -83%
Stifel Financial
50
Stifel Financial
Missouri
$859K 30,176 -2,922 -9%
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