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Dutch Bros
BROS

Overview Fund Activity

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.

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
3.15%
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

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$88.3M
2
LPL Financial
2
LPL Financial
California
$10.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$5.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$4.66M
5
Wells Fargo
5
Wells Fargo
California
$5.46M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.8M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$9.5M
4
NIP
4
Nicholas Investment Partners
California
$0
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
76
U.S. Capital Wealth Advisors
Texas
$388K 12,250 +2,350 +24%
IAA
77
Independent Advisor Alliance
North Carolina
$386K 12,186 +12,186 New
E
78
Ergoteles
New York
$370K 11,683 +11,683 New
ACM
79
Aljian Capital Management
Nevada
$366K 11,542 +3,813 +49%
PAG
80
Private Advisor Group
New Jersey
$340K 10,746 +10,746 New
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$332K 10,480 +1,126 +12%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$330K 10,417 +1,499 +17%
AWS
83
Atria Wealth Solutions
New York
$317K 10,001 +1,071 +12%
Truist Financial
84
Truist Financial
North Carolina
$312K 9,850 +2,917 +42%
HighTower Advisors
85
HighTower Advisors
Illinois
$302K 9,604 +710 +8%
AI
86
AdvisorShares Investments
Maryland
$286K 9,048 +4,248 +89%
Creative Planning
87
Creative Planning
Kansas
$272K 8,609 +3,861 +81%
DADC
88
D.A. Davidson & Co
Montana
$263K 8,316 +977 +13%
RCM
89
RB Capital Management
Nevada
$259K 8,172 +4,323 +112%
XT
90
XTX Topco
Cayman Islands
$253K 8,000 -3,648 -31%
PP
91
Paloma Partners
Connecticut
$247K 7,800 +7,800 New
CCIA
92
Cherry Creek Investment Advisors
Colorado
$246K 7,786 +7,786 New
SWRP
93
Summit Wealth & Retirement Planning
California
$244K 7,720 -361 -4%
KMWM
94
Keudell/Morrison Wealth Management
Oregon
$242K 7,641 +450 +6%
SPFA
95
Summit Place Financial Advisors
New Jersey
$238K 7,535 +1,990 +36%
CAN
96
Cetera Advisor Networks
California
$237K 7,478 +7,478 New
AWM
97
Axxcess Wealth Management
California
$221K 6,995 -10,140 -59%
IA
98
IFP Advisors
Florida
$214K 5,837 – –
VHAM
99
Van Hulzen Asset Management
California
$212K 6,700 +3,000 +81%
Wolverine Trading
100
Wolverine Trading
Illinois
$208K 6,095 +6,095 New
2 3
4
5 6