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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 %
FAIM
51
Financial Advocates Investment Management
Washington
$893K 28,225 +17,938 +174%
CS
52
Credit Suisse
Switzerland
$824K 25,993 +25,993 New
TD Asset Management
53
TD Asset Management
Ontario, Canada
$737K 23,288 – –
WMP
54
Wealth Management Partners
Arizona
$691K 22,000 +22,000 New
UBS AM
55
UBS AM
Illinois
$613K 19,366 +14,495 +298%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$606K 19,150 +19,150 New
VF
57
Virtu Financial
New York
$589K 18,600 -22,904 -55%
Ameriprise
58
Ameriprise
Minnesota
$546K 17,246 +3,898 +29%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$537K 16,974 +2,497 +17%
TWM
60
Triton Wealth Management
Arizona
$535K 13,684 -535 -4%
OIM
61
Orca Investment Management
Oregon
$530K 16,753 +16,753 New
Jane Street
62
Jane Street
New York
$518K 16,355 -91,822 -85%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$489K 15,442 -1,078 -7%
PI
64
PEAK6 Investments
Illinois
$480K 15,180 -41,344 -73%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$477K 15,057 -47,782 -76%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$470K 14,858 -206,150 -93%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$468K 14,800 -10,200 -41%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$459K 14,515 +3,184 +28%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$450K 13,500 +13,500 New
SPIA
70
Steward Partners Investment Advisory
New York
$440K 13,900 +1,100 +9%
GCP
71
GSA Capital Partners
United Kingdom
$435K 13,741 +13,741 New
KWM
72
Kingsview Wealth Management
Oregon
$423K 13,374 +6,700 +100%
Walleye Trading
73
Walleye Trading
New York
$419K 13,235 +13,235 New
BFM
74
Boothbay Fund Management
New York
$410K 12,946 +12,946 New
HT
75
HAP Trading
New York
$409K 12,923 +12,923 New
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