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Dutch Bros
BROS

Overview Fund Activity

193 hedge funds and large institutions have $4.42B invested in Dutch Bros in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 30 closing their positions.

Holders
193
Holders Change
+45
Holders Change %
+30.41%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
78
Increased
67
Reduced
31
Closed
30
Calls
$86.9M
Puts
$96.5M
Net Calls
-$9.56M
Net Calls Change
-$13.8M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$77.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$269M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$24.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$16.3M
5
NIP
5
Nicholas Investment Partners
California
$15M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$3.29B
2
Invesco
2
Invesco
Georgia
$12.9M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$12.4M
4
GCM
4
Ghisallo Capital Management
Massachusetts
$0
5
SOMRS
5
State of Michigan Retirement System
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWRP
101
Summit Wealth & Retirement Planning
California
$447K 8,081 -11 -0.1%
DADC
102
D.A. Davidson & Co
Montana
$406K 7,339 +7,339 New
KMWM
103
Keudell/Morrison Wealth Management
Oregon
$397K 7,191 -465 -6%
Verition Fund Management
104
Verition Fund Management
Connecticut
$393K 7,103 +7,103 New
HH
105
Hilltop Holdings
Texas
$387K 7,007 +7,007 New
CIBC Asset Management
106
CIBC Asset Management
Ontario, Canada
$384K 6,953 – –
Truist Financial
107
Truist Financial
North Carolina
$383K 6,933 +6,933 New
KWM
108
Kingsview Wealth Management
Oregon
$369K 6,674 -10,146 -60%
APA
109
American Portfolios Advisors
New York
$352K 6,360 +110 +2%
TRCT
110
Tower Research Capital (TRC)
New York
$347K 6,276 -7,676 -55%
JPMPWA
111
J.P. Morgan Private Wealth Advisors
California
$345K 6,242 +6,242 New
KPWS
112
Kestra Private Wealth Services
Texas
$325K 5,887 +840 +17%
BRWA
113
B. Riley Wealth Advisors
Florida
$324K 5,855 +625 +12%
TFP
114
Tilia Fiduciary Partners
North Carolina
$307K 5,562 -1,269 -19%
SPFA
115
Summit Place Financial Advisors
New Jersey
$306K 5,545 +5,545 New
AR
116
Advisory Research
Illinois
$293K 5,302 +5,302 New
TSS
117
Two Sigma Securities
New York
$281K 5,093 +5,093 New
GGHC
118
Gilder Gagnon Howe & Co
New York
$272K 4,929 +1,791 +57%
BRWM
119
B. Riley Wealth Management
Tennessee
$271K 4,900 +4,900 New
UBS AM
120
UBS AM
Illinois
$269K 4,871 +4,871 New
AI
121
AdvisorShares Investments
Maryland
$265K 4,800 +4,800 New
Creative Planning
122
Creative Planning
Kansas
$262K 4,748 +4,748 New
GIA
123
Gladstone Institutional Advisory
Florida
$261K 4,730 +4,730 New
BFG
124
Berger Financial Group
Minnesota
$258K 4,676 – –
LFAS
125
Level Four Advisory Services
Texas
$257K 4,646 +261 +6%
3 4
5
6 7