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Dutch Bros
BROS

Overview Fund Activity

148 hedge funds and large institutions have $4.2B invested in Dutch Bros in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 35 closing their positions.

Holders
148
Holders Change
+28
Holders Change %
+23.33%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
64
Increased
50
Reduced
20
Closed
35
Calls
$41.8M
Puts
$37.6M
Net Calls
+$4.28M
Net Calls Change
+$8.12M

Top Buyers

1
TCP
1
TSG Consumer Partners
California
$3.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
Invesco
3
Invesco
Georgia
$45.8M
4
Franklin Resources
4
Franklin Resources
California
$70.8M
5
BlackRock
5
BlackRock
New York
$18M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$55.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.39M
4
BAMCO Inc
4
BAMCO Inc
New York
$0
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$18K 358 -225 -39%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$18K 360 +210 +140%
IA
128
IFP Advisors
Florida
$16K 322 +322 New
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$15.3K 300 +100 +50%
HI
130
Harbour Investments
Wisconsin
$15K 294 -714 -71%
SAM
131
Strategic Asset Management
Minnesota
$14K 274 +274 New
PHK
132
Point72 Hong Kong
Hong Kong
$12K 231 -8,027 -97%
ICM
133
Islay Capital Management
Texas
$11K 225 – –
AIA
134
Arcadia Investment Advisors
Idaho
$10.4K 204 +98 +92%
TCM
135
Tradewinds Capital Management
Washington
$10K 197 -13 -6%
CHA
136
Carmichael Hill & Associates
Maryland
$10K 200 +200 New
BWM
137
BerganKDV Wealth Management
Minnesota
$10K 200 +200 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$10K 200 +200 New
TWM
139
Tradition Wealth Management
Minnesota
$9K 175 +175 New
ETC
140
Exchange Traded Concepts
Oklahoma
$8K 153 +153 New
CFGS
141
Concourse Financial Group Securities
Alabama
$7K 137 – –
GC
142
Gould Capital
Washington
$7K 130 +130 New
PA
143
Parallel Advisors
California
$5K 92 – –
HFM
144
Hartford Financial Management
Connecticut
$5K 100 – –
LC
145
Lindbrook Capital
California
$5K 100 +100 New
VNA
146
Valley National Advisers
Pennsylvania
$5K 100 +100 New
SWM
147
Sugarloaf Wealth Management
Georgia
$5K 100 +100 New
PCFFS
148
Pacific Center for Financial Services
California
$1K 23 – –
BAMCO Inc
149
BAMCO Inc
New York
– – -425,000 Closed
Norges Bank
150
Norges Bank
Norway
– – -350,000 Closed
4 5
6
7 8