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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.06B invested in Dutch Bros in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 27 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
66
Reduced
46
Closed
27
Calls
$53.8M
Puts
$64.3M
Net Calls
-$10.5M
Net Calls Change
+$12.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$9.76M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$24.7M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$8.66M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$5.29M
5
Walleye Capital
5
Walleye Capital
New York
$4.61M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$171M
3
Bank of America
3
Bank of America
North Carolina
$14M
4
JC
4
Joho Capital
New York
$0
5
Millennium Management
5
Millennium Management
New York
$575K
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
101
U.S. Capital Wealth Advisors
Texas
$270K 9,500 +200 +2%
KMWM
102
Keudell/Morrison Wealth Management
Oregon
$263K 9,237 +9,237 New
HAM
103
Hedges Asset Management
Nevada
$256K 9,000 – –
QC
104
Quadrature Capital
United Kingdom
$253K 8,895 +8,895 New
VHAM
105
Van Hulzen Asset Management
California
$241K 8,480 +1,350 +19%
CCIA
106
Cherry Creek Investment Advisors
Colorado
$231K 8,126 +300 +4%
CPIG
107
Chicago Partners Investment Group
Illinois
$217K 7,279 -785 -10%
FCH
108
Freestone Capital Holdings
Washington
$209K 7,344 +8 +0.1%
BC
109
Bridgefront Capital
Texas
$201K 7,055 +7,055 New
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$200K 7,000 – –
CWA
111
Clearview Wealth Advisors
Oregon
$199K 6,995 – –
Barclays
112
Barclays
United Kingdom
$190K 6,665 +6,577 +7,474%
FFA
113
Farther Finance Advisors
California
$180K 6,341 +6,341 New
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$177K 6,227 – –
SN
115
Sittner & Nelson
Oregon
$153K 5,370 -100 -2%
HCP
116
Hexagon Capital Partners
Arkansas
$142K 5,000 – –
TFP
117
Tilia Fiduciary Partners
North Carolina
$109K 3,843 -801 -17%
MCI
118
MRP Capital Investments
Georgia
$85.4K 3,000 -200 -6%
EIM
119
Essex Investment Management
Massachusetts
$79.5K 2,794 – –
TCM
120
Tradewinds Capital Management
Washington
$73.1K 2,569 – –
AIC
121
Archer Investment Corporation
Indiana
$71.1K 2,500 -100 -4%
SWM
122
Spire Wealth Management
Virginia
$67.8K 2,382 +2,362 +11,810%
Deutsche Bank
123
Deutsche Bank
Germany
$59.6K 2,095 – –
IA
124
IFP Advisors
Florida
$59.3K 2,086 +7 +0.3%
NFSG
125
Newbridge Financial Services Group
Florida
$56.9K 2,000 – –
3 4
5
6 7