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Dutch Bros
BROS

Overview Fund Activity

189 hedge funds and large institutions have $2.07B invested in Dutch Bros in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 29 closing their positions.

Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
74
Reduced
41
Closed
29
Calls
$53.3M
Puts
$59.3M
Net Calls
-$5.99M
Net Calls Change
+$4.49M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$92.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$200M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$33.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$107M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$3.25M
3
SC
3
Sculptor Capital
New York
$4.66M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.8M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFM
76
Royal Fund Management
Florida
$570K 24,500 -200 -0.8%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$553K 23,778 +8,890 +60%
WMP
78
Wealth Management Partners
Arizona
$550K 23,652 +172 +0.7%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$548K 23,589 -308 -1%
VCP
80
Verus Capital Partners
Arizona
$529K 22,772 -1,769 -7%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$507K 21,796 -4,014 -16%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$500K 21,507 +21,507 New
VI
83
Versor Investments
New York
$481K 20,673 +20,673 New
KPWS
84
Kestra Private Wealth Services
Texas
$457K 19,654 +995 +5%
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$456K 19,603 +1 +0%
USCWA
86
U.S. Capital Wealth Advisors
Texas
$448K 19,250 +9,750 +103%
Barclays
87
Barclays
United Kingdom
$437K 18,774 +12,109 +182%
RC
88
Renaissance Capital
Connecticut
$399K 17,165 +4,034 +31%
OIM
89
Orca Investment Management
Oregon
$392K 16,844 +1,847 +12%
VF
90
Virtu Financial
New York
$390K 16,795 +16,795 New
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$383K 16,473 +2,699 +20%
IAA
92
Independent Advisor Alliance
North Carolina
$382K 16,432 -3,263 -17%
Stifel Financial
93
Stifel Financial
Missouri
$377K 16,206 -13,970 -46%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$376K 16,132 -249 -2%
HighTower Advisors
95
HighTower Advisors
Illinois
$373K 16,082 -3,130 -16%
SPIA
96
Steward Partners Investment Advisory
New York
$369K 15,875 +4,200 +36%
JPWM
97
Jamison Private Wealth Management
Georgia
$349K 14,992 +14,992 New
IA
98
Inspire Advisors
Idaho
$340K 14,635 +3,507 +32%
DTL
99
Dynamic Technology Lab
Singapore
$338K 14,528 +14,528 New
CAN
100
Cetera Advisor Networks
California
$333K 14,310 -982 -6%
2 3
4
5 6