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Dutch Bros
BROS

Overview Fund Activity

148 hedge funds and large institutions have $4.2B invested in Dutch Bros in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 35 closing their positions.

Holders
148
Holders Change
+28
Holders Change %
+23.33%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
64
Increased
50
Reduced
20
Closed
35
Calls
$41.8M
Puts
$37.6M
Net Calls
+$4.28M
Net Calls Change
+$8.12M

Top Buyers

1
TCP
1
TSG Consumer Partners
California
$3.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
Invesco
3
Invesco
Georgia
$45.8M
4
Franklin Resources
4
Franklin Resources
California
$70.8M
5
BlackRock
5
BlackRock
New York
$18M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$55.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.39M
4
BAMCO Inc
4
BAMCO Inc
New York
$0
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KMWM
76
Keudell/Morrison Wealth Management
Oregon
$390K 7,656 +1,411 +23%
SI
77
Symmetry Investments
Jersey
$387K 7,601 +7,601 New
MC
78
Matisse Capital
Oregon
$374K 7,339 +7,339 New
USCWA
79
U.S. Capital Wealth Advisors
Texas
$374K 7,350 +7,350 New
DWM
80
Dakota Wealth Management
Florida
$369K 7,251 +7,251 New
Squarepoint
81
Squarepoint
New York
$369K 7,252 +7,252 New
IAA
82
Independent Advisor Alliance
North Carolina
$368K 7,220 +7,220 New
Two Sigma Advisers
83
Two Sigma Advisers
New York
$367K 7,200 +7,200 New
CIBC Asset Management
84
CIBC Asset Management
Ontario, Canada
$354K 6,953 +6,953 New
TFP
85
Tilia Fiduciary Partners
North Carolina
$348K 6,831 +6,831 New
Marshall Wace
86
Marshall Wace
United Kingdom
$342K 6,715 +6,715 New
SPIA
87
Steward Partners Investment Advisory
New York
$331K 6,500 +5,750 +767%
CSS
88
Cubist Systematic Strategies
Connecticut
$330K 6,484 +6,284 +3,142%
APA
89
American Portfolios Advisors
New York
$318K 6,250 +6,050 +3,025%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$308K 6,043 +6,043 New
BSI
91
Bennett Selby Investments
Maine
$301K 5,904 +5,904 New
Ameriprise
92
Ameriprise
Minnesota
$280K 5,495 +5,495 New
BRWA
93
B. Riley Wealth Advisors
Florida
$267K 5,230 +5,230 New
KPWS
94
Kestra Private Wealth Services
Texas
$257K 5,047 +5,047 New
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$251K 4,925 +4,925 New
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$243K 4,764 +83 +2%
BFG
97
Berger Financial Group
Minnesota
$238K 4,676 +4,676 New
CCM
98
CAAS Capital Management
New York
$236K 4,633 -125,367 -96%
SWM
99
SeaCrest Wealth Management
New York
$230K 4,526 +4,526 New
LFAS
100
Level Four Advisory Services
Texas
$223K 4,385 +4,385 New
2 3
4
5 6