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Dutch Bros
BROS

Overview Fund Activity

193 hedge funds and large institutions have $4.42B invested in Dutch Bros in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 30 closing their positions.

Holders
193
Holders Change
+45
Holders Change %
+30.41%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
78
Increased
67
Reduced
31
Closed
30
Calls
$86.9M
Puts
$96.5M
Net Calls
-$9.56M
Net Calls Change
-$13.8M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$77.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$269M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$24.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$16.3M
5
NIP
5
Nicholas Investment Partners
California
$15M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$3.29B
2
Invesco
2
Invesco
Georgia
$12.9M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$12.4M
4
GCM
4
Ghisallo Capital Management
Massachusetts
$0
5
SOMRS
5
State of Michigan Retirement System
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
76
SEI Investments
Pennsylvania
$943K 17,058 +17,058 New
BAM
77
Belpointe Asset Management
Nevada
$930K 16,818 +7,645 +83%
SEC
78
Seven Eight Capital
New York
$917K 16,598 +16,598 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$913K 16,520 +7,119 +76%
PPA
80
Parametric Portfolio Associates
Washington
$851K 15,394 +15,394 New
Baird Financial Group
81
Baird Financial Group
Wisconsin
$800K 14,477 -4,063 -22%
Calamos Advisors
82
Calamos Advisors
Illinois
$788K 14,263 +14,263 New
TWM
83
Triton Wealth Management
Arizona
$776K 14,219 – –
Ameriprise
84
Ameriprise
Minnesota
$738K 13,348 +7,853 +143%
SPIA
85
Steward Partners Investment Advisory
New York
$707K 12,800 +6,300 +97%
CA
86
Cetera Advisors
Colorado
$688K 12,453 +4,715 +61%
WB
87
WesBanco Bank
West Virginia
$674K 12,191 +12,191 New
XT
88
XTX Topco
Cayman Islands
$644K 11,648 +11,648 New
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$626K 11,331 +6,406 +130%
FAIM
90
Financial Advocates Investment Management
Washington
$569K 10,287 -14,708 -59%
HF
91
HRT Financial
New York
$565K 10,240 +10,240 New
Voloridge Investment Management
92
Voloridge Investment Management
Florida
$562K 10,167 +10,167 New
SI
93
Symmetry Investments
Jersey
$553K 10,000 +2,399 +32%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$547K 9,900 +2,550 +35%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$517K 9,354 +4,590 +96%
GLAM
96
Gardner Lewis Asset Management
Pennsylvania
$511K 9,250 +9,250 New
AWS
97
Atria Wealth Solutions
New York
$494K 8,930 +8,930 New
HighTower Advisors
98
HighTower Advisors
Illinois
$493K 8,894 +651 +8%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$493K 8,918 +2,875 +48%
ACM
100
Aljian Capital Management
Nevada
$449K 7,729 +7,729 New
2 3
4
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