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Dutch Bros
BROS

Overview Fund Activity

191 hedge funds and large institutions have $2.31B invested in Dutch Bros in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 27 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
62
Reduced
54
Closed
27
Calls
$48.4M
Puts
$65.2M
Net Calls
-$16.8M
Net Calls Change
-$7.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$120M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$52.3M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$23.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$23.5M
5
Jane Street
5
Jane Street
New York
$20.4M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$1.67B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$219K
4
American Century Companies
4
American Century Companies
Missouri
$9.4M
5
Franklin Resources
5
Franklin Resources
California
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$274K 8,809 +200 +2%
HSA
102
HBK Sorce Advisory
Pennsylvania
$261K 235,000 +235,000 New
IA
103
Inspire Advisors
Idaho
$253K 8,110 +8,110 New
KMWM
104
Keudell/Morrison Wealth Management
Oregon
$249K 8,001 +360 +5%
CCIA
105
Cherry Creek Investment Advisors
Colorado
$244K 7,826 +40 +0.5%
CAN
106
Cetera Advisor Networks
California
$243K 7,811 +333 +4%
SWRP
107
Summit Wealth & Retirement Planning
California
$240K 7,720 – –
SSA
108
Schonfeld Strategic Advisors
New York
$220K 7,100 +7,100 New
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$219K 7,000 -1,017,255 -99%
CWA
110
Clearview Wealth Advisors
Oregon
$219K 7,035 +2,618 +59%
ASRS
111
Arizona State Retirement System
Arizona
$218K 6,987 +6,987 New
IA
112
IFP Advisors
Florida
$216K 5,898 +61 +1%
PA
113
PFG Advisors
Arizona
$213K 6,839 +6,839 New
SPFA
114
Summit Place Financial Advisors
New Jersey
$212K 6,795 -740 -10%
Legal & General Group
115
Legal & General Group
United Kingdom
$208K 6,671 +1,199 +22%
VHAM
116
Van Hulzen Asset Management
California
$206K 6,620 -80 -1%
HA
117
Harfst & Associates
Wyoming
$203K 6,511 -50 -0.8%
AWM
118
Axxcess Wealth Management
California
$202K 6,475 -520 -7%
CIBC Asset Management
119
CIBC Asset Management
Ontario, Canada
$202K 6,479 – –
Parallax Volatility Advisers
120
Parallax Volatility Advisers
California
$193K 6,191 +6,191 New
APA
121
American Portfolios Advisors
New York
$176K 5,645 +45 +0.8%
Citigroup
122
Citigroup
New York
$168K 5,401 +3,236 +149%
SN
123
Sittner & Nelson
Oregon
$165K 5,310 +2,390 +82%
HCP
124
Hexagon Capital Partners
Arkansas
$156K 5,000 – –
SIM
125
Sandia Investment Management
Massachusetts
$156K 5,000 +5,000 New
3 4
5
6 7