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Dutch Bros
BROS

Overview Fund Activity

148 hedge funds and large institutions have $4.2B invested in Dutch Bros in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 35 closing their positions.

Holders
148
Holders Change
+28
Holders Change %
+23.33%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
64
Increased
50
Reduced
20
Closed
35
Calls
$41.8M
Puts
$37.6M
Net Calls
+$4.28M
Net Calls Change
+$8.12M

Top Buyers

1
TCP
1
TSG Consumer Partners
California
$3.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
Invesco
3
Invesco
Georgia
$45.8M
4
Franklin Resources
4
Franklin Resources
California
$70.8M
5
BlackRock
5
BlackRock
New York
$18M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$55.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.39M
4
BAMCO Inc
4
BAMCO Inc
New York
$0
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$1.39M 27,265 -368,102 -93%
RJA
52
Raymond James & Associates
Florida
$1.3M 25,565 +8,696 +52%
FAIM
53
Financial Advocates Investment Management
Washington
$1.27M 24,995 +5,533 +28%
SGM
54
Seven Grand Managers
New York
$1.27M 25,000 +25,000 New
VF
55
Virtu Financial
New York
$1.15M 22,566 +9,626 +74%
PI
56
PEAK6 Investments
Illinois
$1.05M 20,669 +20,669 New
TPWA
57
TRUE Private Wealth Advisors
Oregon
$976K 19,189 +5,469 +40%
Man Group
58
Man Group
United Kingdom
$965K 18,961 +18,961 New
Baird Financial Group
59
Baird Financial Group
Wisconsin
$944K 18,540 +11,302 +156%
KWM
60
Kingsview Wealth Management
Oregon
$856K 16,820 +8,744 +108%
TWM
61
Triton Wealth Management
Arizona
$776K 14,219 -323 -2%
WMP
62
Wealth Management Partners
Arizona
$764K 15,000 +15,000 New
FAM
63
Fred Alger Management
New York
$740K 14,543 +2,162 +17%
TRCT
64
Tower Research Capital (TRC)
New York
$710K 13,952 +13,952 New
LSC
65
Lyon Street Capital
California
$636K 12,500 +12,500 New
CAM
66
CenterStar Asset Management
Illinois
– – – –
SPC
67
Sigma Planning Corp
Michigan
$486K 9,539 +9,539 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$478K 9,401 +7,484 +390%
UBS Group
69
UBS Group
Switzerland
$468K 9,202 +8,191 +810%
BAM
70
Belpointe Asset Management
Nevada
$463K 9,173 -9,957 -52%
HighTower Advisors
71
HighTower Advisors
Illinois
$419K 8,243 +8,243 New
SWRP
72
Summit Wealth & Retirement Planning
California
$412K 8,092 +8,092 New
Goldman Sachs
73
Goldman Sachs
New York
$410K 8,051 -97,327 -92%
Wolverine Trading
74
Wolverine Trading
Illinois
$406K 7,789 +7,789 New
CA
75
Cetera Advisors
Colorado
$394K 7,738 +7,738 New
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