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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.06B invested in Dutch Bros in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 27 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
66
Reduced
46
Closed
27
Calls
$53.8M
Puts
$64.3M
Net Calls
-$10.5M
Net Calls Change
+$12.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$9.76M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$24.7M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$8.66M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$5.29M
5
Walleye Capital
5
Walleye Capital
New York
$4.61M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$171M
3
Bank of America
3
Bank of America
North Carolina
$14M
4
JC
4
Joho Capital
New York
$0
5
Millennium Management
5
Millennium Management
New York
$575K
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$836K 29,401 +14,844 +102%
EAM
52
EFG Asset Management
Oregon
$833K 29,280 -16,667 -36%
BCM
53
Becker Capital Management
Oregon
$780K 27,419 -141,329 -84%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$734K 25,810 +8,397 +48%
Capstone Investment Advisors
55
Capstone Investment Advisors
New York
$711K 25,007 +25,007 New
RFM
56
Royal Fund Management
Florida
$703K 24,700 -1,300 -5%
VCP
57
Verus Capital Partners
Arizona
$698K 24,541 -2,278 -8%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$691K 24,292 -323 -1%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$680K 23,897 -73,864 -76%
UBS AM
60
UBS AM
Illinois
$679K 21,472 – –
WMP
61
Wealth Management Partners
Arizona
$668K 23,480 – –
WB
62
WesBanco Bank
West Virginia
$654K 22,985 +22,985 New
Ameriprise
63
Ameriprise
Minnesota
$641K 22,545 -3,007 -12%
Jane Street
64
Jane Street
New York
$635K 22,329 -41,696 -65%
KAS
65
Kestra Advisory Services
Texas
$617K 21,687 -1,298 -6%
Millennium Management
66
Millennium Management
New York
$575K 20,200 -152,606 -88%
IAA
67
Independent Advisor Alliance
North Carolina
$560K 19,695 -234 -1%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$558K 19,602 -21 -0.1%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$547K 19,231 +3,790 +25%
HighTower Advisors
70
HighTower Advisors
Illinois
$547K 19,212 +3,943 +26%
KPWS
71
Kestra Private Wealth Services
Texas
$531K 18,659 +1,615 +9%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$527K 18,532 +3,512 +23%
KWM
73
Kingsview Wealth Management
Oregon
$526K 18,502 -2,112 -10%
Citigroup
74
Citigroup
New York
$487K 17,112 +16,197 +1,770%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$465K 16,381 +2,902 +22%
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