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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.06B invested in Dutch Bros in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 27 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
66
Reduced
46
Closed
27
Calls
$53.8M
Puts
$64.3M
Net Calls
-$10.5M
Net Calls Change
+$12.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$9.76M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$24.7M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$8.66M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$5.29M
5
Walleye Capital
5
Walleye Capital
New York
$4.61M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$171M
3
Bank of America
3
Bank of America
North Carolina
$14M
4
JC
4
Joho Capital
New York
$0
5
Millennium Management
5
Millennium Management
New York
$575K
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$462K 16,235 +488 +3%
CAN
77
Cetera Advisor Networks
California
$435K 15,292 +867 +6%
XT
78
XTX Topco
Cayman Islands
$434K 15,267 +15,267 New
OIM
79
Orca Investment Management
Oregon
$427K 14,997 -365 -2%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$424K 14,888 +400 +3%
Creative Planning
81
Creative Planning
Kansas
$396K 13,931 +284 +2%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$392K 13,774 +1,183 +9%
RC
83
Renaissance Capital
Connecticut
$374K 13,131 +1,866 +17%
DADC
84
D.A. Davidson & Co
Montana
$365K 12,815 +110 +0.9%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$364K 12,800 -5,200 -29%
WS
86
Wedbush Securities
California
$354K 12,456 -3,200 -20%
SSA
87
Schonfeld Strategic Advisors
New York
$353K 12,400 +12,400 New
Truist Financial
88
Truist Financial
North Carolina
$349K 12,253 +1,796 +17%
RCM
89
RB Capital Management
Nevada
$338K 11,894 -933 -7%
SPIA
90
Steward Partners Investment Advisory
New York
$332K 11,675 +575 +5%
SPFA
91
Summit Place Financial Advisors
New Jersey
$331K 11,625 +2,425 +26%
RFG
92
Range Financial Group
Oregon
$318K 11,180 +11,180 New
IA
93
Inspire Advisors
Idaho
$317K 11,128 +848 +8%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$305K 10,734 +3,500 +48%
TWM
95
Triton Wealth Management
Arizona
$303K 10,110 -53 -0.5%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$294K 10,319 +891 +9%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$293K 10,359 +10,359 New
ASRS
98
Arizona State Retirement System
Arizona
$292K 10,261 -295 -3%
HCA
99
Harbor Capital Advisors
Illinois
$285K 10,015 +10,015 New
AIM
100
Aigen Investment Management
New York
$279K 9,802 -25,615 -72%
2 3
4
5 6