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Dutch Bros

186 hedge funds and large institutions have $2.37B invested in Dutch Bros in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 37

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

4% less funds holding

Funds holding: 193186 (-7)

15% less call options, than puts

Call options by funds: $52M | Put options by funds: $61M

42.57% less ownership

Funds ownership: 231.61%189.03% (-43%)

46% less capital invested

Capital invested by funds: $4.42B → $2.37B (-$2.05B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
57
Increased
70
Reduced
37
Closed
62
Calls
$52M
Puts
$61M
Net Calls
-$8.98M
Net Calls Change
+$578K
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
76
U.S. Capital Wealth Advisors
Texas
$388K +$96.3K +2,350 +24%
IAA
77
Independent Advisor Alliance
North Carolina
$386K +$500K +12,186 New
E
78
Ergoteles
New York
$370K +$479K +11,683 New
ACM
79
Aljian Capital Management
Nevada
$366K +$156K +3,813 +49%
PAG
80
Private Advisor Group
New Jersey
$340K +$441K +10,746 New
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$332K +$46.2K +1,126 +12%
JP Morgan Chase
82
JP Morgan Chase
New York
$330K +$61.4K +1,499 +17%
AWS
83
Atria Wealth Solutions
New York
$317K +$43.9K +1,071 +12%
Truist Financial
84
Truist Financial
North Carolina
$312K +$120K +2,917 +42%
HighTower Advisors
85
HighTower Advisors
Illinois
$302K +$29.1K +710 +8%
AI
86
AdvisorShares Investments
Maryland
$286K +$174K +4,248 +89%
Creative Planning
87
Creative Planning
Kansas
$272K +$158K +3,861 +81%
DADC
88
D.A. Davidson & Co
Montana
$263K +$40K +977 +13%
RCM
89
RB Capital Management
Nevada
$259K +$177K +4,323 +112%
XT
90
XTX Topco
Cayman Islands
$253K -$150K -3,648 -31%
PP
91
Paloma Partners
Connecticut
$247K +$320K +7,800 New
CCIA
92
Cherry Creek Investment Advisors
Colorado
$246K +$319K +7,786 New
SWRP
93
Summit Wealth & Retirement Planning
California
$244K -$14.8K -361 -4%
KMWM
94
Keudell/Morrison Wealth Management
Oregon
$242K +$18.4K +450 +6%
SPFA
95
Summit Place Financial Advisors
New Jersey
$238K +$81.6K +1,990 +36%
CAN
96
Cetera Advisor Networks
California
$237K +$307K +7,478 New
AWM
97
Axxcess Wealth Management
California
$221K -$416K -10,140 -59%
IA
98
IFP Advisors
Florida
$214K
VHAM
99
Van Hulzen Asset Management
California
$212K +$123K +3,000 +81%
Wolverine Trading
100
Wolverine Trading
Illinois
$208K +$250K +6,095 New