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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.35B invested in Dutch Bros in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 36 closing their positions.

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
60
Reduced
49
Closed
36
Calls
$76.4M
Puts
$99.4M
Net Calls
-$23M
Net Calls Change
-$16.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Bank of America
2
Bank of America
North Carolina
$31.4M
3
JC
3
Joho Capital
New York
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$14.1M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Millennium Management
2
Millennium Management
New York
$5.47M
3
Franklin Resources
3
Franklin Resources
California
$35.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$0
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$460K 14,557 +7,649 +111%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$458K 14,488 – –
CAN
78
Cetera Advisor Networks
California
$456K 14,425 +1,382 +11%
Creative Planning
79
Creative Planning
Kansas
$432K 13,647 +766 +6%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$426K 13,479 -2,703 -17%
RCM
81
RB Capital Management
Nevada
$406K 12,827 +2,063 +19%
DADC
82
D.A. Davidson & Co
Montana
$402K 12,705 -657 -5%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$398K 12,591 -313 -2%
DAS
84
Dynamic Advisor Solutions
Arizona
$384K 12,149 +12,149 New
Capital Fund Management (CFM)
85
Capital Fund Management (CFM)
France
$370K 11,700 +11,700 New
RC
86
Renaissance Capital
Connecticut
$356K 11,265 -1,143 -9%
SPIA
87
Steward Partners Investment Advisory
New York
$351K 11,100 +1,000 +10%
ASRS
88
Arizona State Retirement System
Arizona
$334K 10,556 +3,301 +45%
First Trust Advisors
89
First Trust Advisors
Illinois
$333K 10,514 -23,276 -69%
Truist Financial
90
Truist Financial
North Carolina
$331K 10,457 +2,299 +28%
IA
91
Inspire Advisors
Idaho
$325K 10,280 +2,038 +25%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$298K 9,428 -72 -0.8%
TWM
93
Triton Wealth Management
Arizona
$295K 10,163 -506 -5%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$294K 9,300 -200 -2%
SPFA
95
Summit Place Financial Advisors
New Jersey
$291K 9,200 +9,200 New
Verition Fund Management
96
Verition Fund Management
Connecticut
$286K 9,052 +9,052 New
HAM
97
Hedges Asset Management
Nevada
$285K 9,000 +9,000 New
AWS
98
Atria Wealth Solutions
New York
$272K 8,585 +779 +10%
CSS
99
Cubist Systematic Strategies
Connecticut
$261K 8,256 -82,607 -91%
CPIG
100
Chicago Partners Investment Group
Illinois
$253K 8,064 +896 +13%
2 3
4
5 6