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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.35B invested in Dutch Bros in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 36 closing their positions.

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
60
Reduced
49
Closed
36
Calls
$76.4M
Puts
$99.4M
Net Calls
-$23M
Net Calls Change
-$16.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Bank of America
2
Bank of America
North Carolina
$31.4M
3
JC
3
Joho Capital
New York
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$14.1M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Millennium Management
2
Millennium Management
New York
$5.47M
3
Franklin Resources
3
Franklin Resources
California
$35.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$0
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCIA
101
Cherry Creek Investment Advisors
Colorado
$248K 7,826 – –
FCH
102
Freestone Capital Holdings
Washington
$232K 7,336 +7,336 New
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$228K 7,234 +5,674 +364%
VHAM
104
Van Hulzen Asset Management
California
$226K 7,130 +7,130 New
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$222K 7,000 +7,000 New
CWA
106
Clearview Wealth Advisors
Oregon
$221K 6,995 -35 -0.5%
TSS
107
Two Sigma Securities
New York
$219K 6,934 +6,934 New
HA
108
Harfst & Associates
Wyoming
$200K 6,326 +6,326 New
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$197K 6,227 +2,660 +75%
SN
110
Sittner & Nelson
Oregon
$173K 5,470 -340 -6%
HCP
111
Hexagon Capital Partners
Arkansas
$158K 5,000 – –
TFP
112
Tilia Fiduciary Partners
North Carolina
$147K 4,644 -110 -2%
AI
113
AdvisorShares Investments
Maryland
$119K 3,762 +500 +15%
MCI
114
MRP Capital Investments
Georgia
$101K 3,200 – –
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$98.1K 3,100 -68,900 -96%
EIM
116
Essex Investment Management
Massachusetts
$88.4K 2,794 +1,299 +87%
AIC
117
Archer Investment Corporation
Indiana
$82.2K 2,600 +50 +2%
TCM
118
Tradewinds Capital Management
Washington
$81.3K 2,569 +2,569 New
IA
119
IFP Advisors
Florida
$76.3K 2,079 -556 -21%
Deutsche Bank
120
Deutsche Bank
Germany
$66.3K 2,095 +815 +64%
NFSG
121
Newbridge Financial Services Group
Florida
$63.3K 2,000 – –
PA
122
Parallel Advisors
California
$57.4K 1,814 -20 -1%
GWSG
123
GPS Wealth Strategies Group
Colorado
$54.2K 1,715 +1,715 New
US Bancorp
124
US Bancorp
Minnesota
$50.4K 1,593 – –
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$47.4K 1,499 -61 -4%
3 4
5
6 7