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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.35B invested in Dutch Bros in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 36 closing their positions.

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
60
Reduced
49
Closed
36
Calls
$76.4M
Puts
$99.4M
Net Calls
-$23M
Net Calls Change
-$16.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Bank of America
2
Bank of America
North Carolina
$31.4M
3
JC
3
Joho Capital
New York
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$14.1M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Millennium Management
2
Millennium Management
New York
$5.47M
3
Franklin Resources
3
Franklin Resources
California
$35.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$0
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$1.01M 31,795 +2,700 +9%
HSA
52
Hussman Strategic Advisors
Maryland
$981K 31,000 – –
UBS Group
53
UBS Group
Switzerland
$899K 28,432 -85,208 -75%
VCP
54
Verus Capital Partners
Arizona
$848K 26,819 +6,317 +31%
RFM
55
Royal Fund Management
Florida
$822K 26,000 +21,600 +491%
Ameriprise
56
Ameriprise
Minnesota
$808K 25,552 +9,887 +63%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$779K 24,615 -1,494 -6%
Nomura Holdings
58
Nomura Holdings
Japan
$749K 23,691 +23,691 New
WMP
59
Wealth Management Partners
Arizona
$743K 23,480 +480 +2%
KAS
60
Kestra Advisory Services
Texas
$727K 22,985 -5,660 -20%
UBS AM
61
UBS AM
Illinois
$679K 21,472 -8,359 -28%
KWM
62
Kingsview Wealth Management
Oregon
$652K 20,614 +5,852 +40%
ACM
63
Aquatic Capital Management
Illinois
$633K 20,000 +1,300 +7%
IAA
64
Independent Advisor Alliance
North Carolina
$630K 19,929 +4,502 +29%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$621K 19,623 +19,623 New
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$569K 18,000 +2,285 +15%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$551K 17,413 +17,413 New
KPWS
68
Kestra Private Wealth Services
Texas
$539K 17,044 +17,044 New
BAM
69
Belpointe Asset Management
Nevada
$527K 16,664 -598 -3%
Dimensional Fund Advisors
70
Dimensional Fund Advisors
Texas
$498K 15,747 +2,615 +20%
WS
71
Wedbush Securities
California
$495K 15,656 +1,975 +14%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$488K 15,441 +530 +4%
OIM
73
Orca Investment Management
Oregon
$486K 15,362 -93 -0.6%
HighTower Advisors
74
HighTower Advisors
Illinois
$479K 15,269 +530 +4%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$475K 15,020 +1,803 +14%
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