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Dutch Bros
BROS

Overview Fund Activity

120 hedge funds and large institutions have $721M invested in Dutch Bros in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
120
Holders Change
+120
Holders Change %
–
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
120
Increased
–
Reduced
–
Closed
–
Calls
$9.62M
Puts
$13.5M
Net Calls
-$3.84M
Net Calls Change
-$3.84M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$113M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$63.1M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$41.8M
5
Franklin Resources
5
Franklin Resources
California
$33.4M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
KMWM
76
Keudell/Morrison Wealth Management
Oregon
$271K 6,245 +6,245 New
CF
77
CNA Financial
Illinois
$265K 6,126 +6,126 New
IA
78
Insight Advisors
Pennsylvania
$222K 3,180 +3,180 New
M&T Bank
79
M&T Bank
New York
$204K 4,707 +4,707 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$203K 4,681 +4,681 New
CG
81
Cutler Group
California
$163K 3,766 +3,766 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$82K 1,917 +1,917 New
FWM
83
Focused Wealth Management
New York
$69K 1,600 +1,600 New
US Bancorp
84
US Bancorp
Minnesota
$64K 1,483 +1,483 New
HI
85
Harbour Investments
Wisconsin
$44K 1,008 +1,008 New
UBS Group
86
UBS Group
Switzerland
$44K 1,011 +1,011 New
GI
87
Gradient Investments
Minnesota
$43K 985 +985 New
AWA
88
Arkadios Wealth Advisors
Georgia
$42K 989 +989 New
CTB
89
Country Trust Bank
Illinois
$39K 900 +900 New
SPIA
90
Steward Partners Investment Advisory
New York
$32K 750 +750 New
CMA
91
Cedar Mountain Advisors
Oregon
$29K 676 +676 New
AF
92
Allworth Financial
California
$28K 650 +650 New
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$25K 583 +583 New
DTIM
94
Danda Trouve Investment Management
Kansas
$24K 543 +543 New
SBL
95
Sargent Bickham Lagudis
Colorado
$18K 417 +417 New
GGHC
96
Gilder Gagnon Howe & Co
New York
$17K 382 +382 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$15K 337 +337 New
CWA
98
Clearview Wealth Advisors
Oregon
$13K 294 +294 New
TCWA
99
Ten Capital Wealth Advisors
Washington
$11K 265 +265 New
ICM
100
Islay Capital Management
Texas
$10K 225 +225 New
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4
5