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Dutch Bros
BROS

Overview Fund Activity

189 hedge funds and large institutions have $2.07B invested in Dutch Bros in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 29 closing their positions.

Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
74
Reduced
41
Closed
29
Calls
$53.3M
Puts
$59.3M
Net Calls
-$5.99M
Net Calls Change
+$4.49M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$92.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$200M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$33.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$107M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$3.25M
3
SC
3
Sculptor Capital
New York
$4.66M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.8M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Holocene Advisors
51
Holocene Advisors
New York
$1.3M 55,719 -26,067 -32%
AFO
52
Arrowroot Family Office
California
$1.29M 55,514 +204 +0.4%
Legal & General Group
53
Legal & General Group
United Kingdom
$1.23M 53,005 +23,604 +80%
PWAC
54
Private Wealth Advisors (California)
California
$1.13M 48,601 -69 -0.1%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.12M 48,037 +15,892 +49%
SGM
56
Seven Grand Managers
New York
$1.11M 47,886 +47,886 New
RJFSA
57
Raymond James Financial Services Advisors
Florida
$1.09M 46,710 +5,406 +13%
IAS
58
IMA Advisory Services
Colorado
$1.07M 46,226 -1,179 -2%
DFCM
59
Dark Forest Capital Management
Puerto Rico
$1.06M 45,724 +45,724 New
UBS AM
60
UBS AM
Illinois
$905K 38,943 +17,471 +81%
Wells Fargo
61
Wells Fargo
California
$905K 38,925 +8,312 +27%
Parallax Volatility Advisers
62
Parallax Volatility Advisers
California
$889K 38,244 +38,244 New
CS
63
Credit Suisse
Switzerland
$840K 36,109 +31 +0.1%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$834K 32,800 – –
EAM
65
EFG Asset Management
Oregon
$783K 33,678 +4,398 +15%
FAIM
66
Financial Advocates Investment Management
Washington
$779K 33,495 -265 -0.8%
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$771K 33,174 +16,939 +104%
WB
68
WesBanco Bank
West Virginia
$762K 32,785 +9,800 +43%
Comerica Bank
69
Comerica Bank
Texas
$759K 32,648 +32,648 New
Bank of New York Mellon
70
Bank of New York Mellon
New York
$720K 30,973 +6,681 +28%
Capstone Investment Advisors
71
Capstone Investment Advisors
New York
$711K 30,591 +5,584 +22%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$687K 29,569 +11,037 +60%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$640K 27,513 +27,513 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$630K 27,109 -55,116 -67%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$630K 27,081 +7,850 +41%
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