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Dutch Bros
BROS

Overview Fund Activity

191 hedge funds and large institutions have $2.31B invested in Dutch Bros in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 27 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
62
Reduced
54
Closed
27
Calls
$48.4M
Puts
$65.2M
Net Calls
-$16.8M
Net Calls Change
-$7.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$120M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$52.3M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$23.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$23.5M
5
Jane Street
5
Jane Street
New York
$20.4M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$1.67B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$219K
4
American Century Companies
4
American Century Companies
Missouri
$9.4M
5
Franklin Resources
5
Franklin Resources
California
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PWAC
51
Private Wealth Advisors (California)
California
$1.51M 48,581 +171 +0.4%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$1.4M 44,002 -6,570 -13%
KAS
53
Kestra Advisory Services
Texas
$1.4M 44,951 +6,766 +18%
RJA
54
Raymond James & Associates
Florida
$1.38M 44,169 +6,928 +19%
NFAM
55
North Fourth Asset Management
New Jersey
$1.22M 39,000 +39,000 New
SI
56
Symmetry Investments
Jersey
$1.17M 37,521 +37,521 New
Squarepoint
57
Squarepoint
New York
$1.09M 35,080 +35,080 New
Man Group
58
Man Group
United Kingdom
$1M 32,182 +32,182 New
FAIM
59
Financial Advocates Investment Management
Washington
$928K 29,786 +1,561 +6%
EAM
60
EFG Asset Management
Oregon
$891K 28,586 -2,151 -7%
ACM
61
Aljian Capital Management
Nevada
$807K 25,325 +13,783 +119%
VCP
62
Verus Capital Partners
Arizona
$761K 24,440 +15,457 +172%
SPC
63
Sigma Planning Corp
Michigan
$717K 23,022 -6,358 -22%
WMP
64
Wealth Management Partners
Arizona
$710K 23,000 +1,000 +5%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$689K 22,124 +2,974 +16%
GCP
66
GSA Capital Partners
United Kingdom
$679K 21,812 +8,071 +59%
UBS AM
67
UBS AM
Illinois
$621K 19,927 +561 +3%
BAM
68
Belpointe Asset Management
Nevada
$615K 19,749 -14,527 -42%
Wolverine Trading
69
Wolverine Trading
Illinois
$580K 17,897 +11,802 +194%
CS
70
Credit Suisse
Switzerland
$568K 18,266 -7,727 -30%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$550K 17,662 +688 +4%
KWM
72
Kingsview Wealth Management
Oregon
$533K 17,122 +3,748 +28%
Ameriprise
73
Ameriprise
Minnesota
$529K 16,977 -269 -2%
OIM
74
Orca Investment Management
Oregon
$484K 15,547 -1,206 -7%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$470K 14,488 -8,800 -38%
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