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Dutch Bros
BROS

Overview Fund Activity

189 hedge funds and large institutions have $2.07B invested in Dutch Bros in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 29 closing their positions.

Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
74
Reduced
41
Closed
29
Calls
$53.3M
Puts
$59.3M
Net Calls
-$5.99M
Net Calls Change
+$4.49M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$92.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$200M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$33.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$107M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$3.25M
3
SC
3
Sculptor Capital
New York
$4.66M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.8M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
101
Becker Capital Management
Oregon
$314K 13,500 -13,919 -51%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$302K 12,992 +2,673 +26%
DADC
103
D.A. Davidson & Co
Montana
$299K 12,878 +63 +0.5%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$298K 12,796 -4 -0%
Man Group
105
Man Group
United Kingdom
– – – –
Creative Planning
106
Creative Planning
Kansas
$297K 12,758 -1,173 -8%
WS
107
Wedbush Securities
California
$295K 12,706 +250 +2%
First Trust Advisors
108
First Trust Advisors
Illinois
$294K 12,635 -22,291 -64%
KWM
109
Kingsview Wealth Management
Oregon
$285K 12,241 -6,261 -34%
ASRS
110
Arizona State Retirement System
Arizona
$272K 11,702 +1,441 +14%
RCM
111
RB Capital Management
Nevada
$271K 11,654 -240 -2%
Truist Financial
112
Truist Financial
North Carolina
$269K 11,588 -665 -5%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$268K 11,534 +800 +7%
TWM
114
Triton Wealth Management
Arizona
$267K 10,110 – –
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$241K 10,358 -1 -0%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$240K 10,300 +3,300 +47%
HCP
117
Hexagon Capital Partners
Arkansas
$233K 10,018 +5,018 +100%
VHAM
118
Van Hulzen Asset Management
California
$232K 9,980 +1,500 +18%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$218K 9,381 +3,154 +51%
KMWM
120
Keudell/Morrison Wealth Management
Oregon
$217K 9,331 +94 +1%
HAM
121
Hedges Asset Management
Nevada
$209K 9,000 – –
Victory Capital Management
122
Victory Capital Management
Texas
$204K 8,758 +8,758 New
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$202K 8,678 +8,678 New
HCA
124
Harbor Capital Advisors
Illinois
$162K 6,953 -3,062 -31%
FFA
125
Farther Finance Advisors
California
$147K 6,341 – –
3 4
5
6 7