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Dutch Bros
BROS

Overview Fund Activity

191 hedge funds and large institutions have $2.1B invested in Dutch Bros in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 30 closing their positions.

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
60
Reduced
51
Closed
30
Calls
$39.3M
Puts
$45.5M
Net Calls
-$6.18M
Net Calls Change
+$10.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$175M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$96.6M
3
Walleye Trading
3
Walleye Trading
New York
$3.56M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.27M
5
American Century Companies
5
American Century Companies
Missouri
$11.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$365K
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.59M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$34.8M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$953K 33,790 +33,790 New
JF
52
Jump Financial
Illinois
$927K 32,880 +32,880 New
HSA
53
Hussman Strategic Advisors
Maryland
$874K 31,000 +31,000 New
Man Group
54
Man Group
United Kingdom
$850K 30,152 -2,030 -6%
UBS AM
55
UBS AM
Illinois
$841K 29,831 +9,904 +50%
FAIM
56
Financial Advocates Investment Management
Washington
$820K 29,095 -691 -2%
KAS
57
Kestra Advisory Services
Texas
$808K 28,645 -16,306 -36%
SPC
58
Sigma Planning Corp
Michigan
$774K 27,442 +4,420 +19%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$736K 26,109 +11,134 +74%
ACM
60
Aljian Capital Management
Nevada
$670K 23,773 -1,552 -6%
WMP
61
Wealth Management Partners
Arizona
$645K 23,000 – –
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$630K 22,345 +221 +1%
CS
63
Credit Suisse
Switzerland
$618K 21,913 +3,647 +20%
VCP
64
Verus Capital Partners
Arizona
$578K 20,502 -3,938 -16%
HSA
65
HBK Sorce Advisory
Pennsylvania
$543K 470,000 +235,000 +100%
ACM
66
Aquatic Capital Management
Illinois
$528K 18,700 +18,700 New
Neuberger Berman Group
67
Neuberger Berman Group
New York
$500K 17,729 +17,729 New
BAM
68
Belpointe Asset Management
Nevada
$487K 17,262 -2,487 -13%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$457K 16,182 +1,488 +10%
Ameriprise
70
Ameriprise
Minnesota
$442K 15,665 -1,312 -8%
OIM
71
Orca Investment Management
Oregon
$436K 15,455 -92 -0.6%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$420K 14,911 -2,751 -16%
KWM
73
Kingsview Wealth Management
Oregon
$416K 14,762 -2,360 -14%
HighTower Advisors
74
HighTower Advisors
Illinois
$415K 14,739 +4,615 +46%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$408K 14,488 – –
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