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Dutch Bros
BROS

Overview Fund Activity

191 hedge funds and large institutions have $2.31B invested in Dutch Bros in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 27 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
62
Reduced
54
Closed
27
Calls
$48.4M
Puts
$65.2M
Net Calls
-$16.8M
Net Calls Change
-$7.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$120M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$52.3M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$23.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$23.5M
5
Jane Street
5
Jane Street
New York
$20.4M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$1.67B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$219K
4
American Century Companies
4
American Century Companies
Missouri
$9.4M
5
Franklin Resources
5
Franklin Resources
California
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$466K 14,975 -82 -0.5%
IAA
77
Independent Advisor Alliance
North Carolina
$464K 14,886 +2,700 +22%
WS
78
Wedbush Securities
California
$464K 14,881 +14,881 New
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$458K 14,715 +200 +1%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$457K 14,694 -748 -5%
VF
81
Virtu Financial
New York
$455K 14,618 -3,982 -21%
TWM
82
Triton Wealth Management
Arizona
$433K 13,084 -600 -4%
EGM
83
Engineers Gate Manager
New York
$430K 13,808 +13,808 New
USCWA
84
U.S. Capital Wealth Advisors
Texas
$428K 13,750 +1,500 +12%
CG
85
Cutler Group
California
$418K 13,429 +7,495 +126%
DADC
86
D.A. Davidson & Co
Montana
$411K 13,196 +4,880 +59%
Dimensional Fund Advisors
87
Dimensional Fund Advisors
Texas
$405K 13,007 +13,007 New
HCM
88
Hodges Capital Management
Texas
$404K 12,956 -138,044 -91%
RC
89
Renaissance Capital
Connecticut
$400K 12,846 +12,846 New
SPIA
90
Steward Partners Investment Advisory
New York
$389K 12,500 -1,400 -10%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$371K 11,907 -1,593 -12%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$333K 10,676 +196 +2%
RCM
93
RB Capital Management
Nevada
$333K 10,684 +2,512 +31%
Truist Financial
94
Truist Financial
North Carolina
$319K 10,236 +386 +4%
HighTower Advisors
95
HighTower Advisors
Illinois
$313K 10,124 +520 +5%
Verition Fund Management
96
Verition Fund Management
Connecticut
$312K 10,032 +10,032 New
PI
97
PEAK6 Investments
Illinois
$310K 9,963 -5,217 -34%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$303K 9,742 -675 -6%
AWS
99
Atria Wealth Solutions
New York
$295K 9,462 -539 -5%
AIM
100
Aigen Investment Management
New York
$293K 9,399 +9,399 New
2 3
4
5 6