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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.37B invested in Dutch Bros in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 62 closing their positions.

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
57
Increased
70
Reduced
37
Closed
62
Calls
$52M
Puts
$61M
Net Calls
-$8.98M
Net Calls Change
+$578K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$88.3M
2
LPL Financial
2
LPL Financial
California
$10.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$5.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$4.66M
5
Wells Fargo
5
Wells Fargo
California
$5.46M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.8M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$9.5M
4
NIP
4
Nicholas Investment Partners
California
$0
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HA
101
Harfst & Associates
Wyoming
$207K 6,561 +6,561 New
CIBC Asset Management
102
CIBC Asset Management
Ontario, Canada
$205K 6,479 -474 -7%
SWM
103
SeaCrest Wealth Management
New York
$195K 6,148 +1,769 +40%
TFP
104
Tilia Fiduciary Partners
North Carolina
$194K 5,360 -202 -4%
CG
105
Cutler Group
California
$187K 5,934 +2,291 +63%
APA
106
American Portfolios Advisors
New York
$177K 5,600 -760 -12%
Legal & General Group
107
Legal & General Group
United Kingdom
$174K 5,472 +5,472 New
HCP
108
Hexagon Capital Partners
Arkansas
$158K 5,000 +5,000 New
GWM
109
Geneos Wealth Management
Colorado
$141K 4,371 +1,588 +57%
CWA
110
Clearview Wealth Advisors
Oregon
$140K 4,417 +1,358 +44%
SN
111
Sittner & Nelson
Oregon
$92K 2,920 – –
TRCT
112
Tower Research Capital (TRC)
New York
$89K 2,798 -3,478 -55%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$83K 2,620 +2,620 New
AIC
114
Archer Investment Corporation
Indiana
$77.5K 2,450 +2,100 +600%
TCWM
115
Total Clarity Wealth Management
Illinois
$72K 2,280 +2,280 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$71K 2,239 +2,239 New
Citigroup
117
Citigroup
New York
$69K 2,165 +1,840 +566%
NFSG
118
Newbridge Financial Services Group
Florida
$63K 2,000 +1,000 +100%
FWM
119
Focused Wealth Management
New York
$60K 1,880 – –
PA
120
Parallel Advisors
California
$58K 1,834 +53 +3%
US Bancorp
121
US Bancorp
Minnesota
$54K 1,693 +100 +6%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$53K 1,660 +1,000 +152%
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$51K 1,600 +1,600 New
GRP
124
Global Retirement Partners
California
$50K 1,569 +200 +15%
AF
125
Allworth Financial
California
$45K 1,420 +193 +16%
3 4
5
6 7