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Dutch Bros
BROS

Overview Fund Activity

193 hedge funds and large institutions have $4.42B invested in Dutch Bros in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 30 closing their positions.

Holders
193
Holders Change
+45
Holders Change %
+30.41%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
78
Increased
67
Reduced
31
Closed
30
Calls
$86.9M
Puts
$96.5M
Net Calls
-$9.56M
Net Calls Change
-$13.8M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$77.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$269M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$24.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$16.3M
5
NIP
5
Nicholas Investment Partners
California
$15M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$3.29B
2
Invesco
2
Invesco
Georgia
$12.9M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$12.4M
4
GCM
4
Ghisallo Capital Management
Massachusetts
$0
5
SOMRS
5
State of Michigan Retirement System
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
126
SeaCrest Wealth Management
New York
$242K 4,379 -147 -3%
APP
127
Alpha Paradigm Partners
Illinois
$230K 4,155 +4,155 New
SAF
128
Smith Anglin Financial
Texas
$221K 4,000 +4,000 New
IA
129
IFP Advisors
Florida
$214K 5,837 +5,515 +1,713%
RCM
130
RB Capital Management
Nevada
$213K 3,849 +3,849 New
VHAM
131
Van Hulzen Asset Management
California
$204K 3,700 +3,700 New
SIA
132
SkyView Investment Advisors
New Jersey
$202K 3,650 +3,650 New
CG
133
Cutler Group
California
$201K 3,643 +554 +18%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$190K 3,031 +3,031 New
CWA
135
Clearview Wealth Advisors
Oregon
$169K 3,059 +1,080 +55%
SN
136
Sittner & Nelson
Oregon
$161K 2,920 +2,500 +595%
GWM
137
Geneos Wealth Management
Colorado
$153K 2,783 +2,783 New
PA
138
Parallel Advisors
California
$110K 1,781 +1,689 +1,836%
FWM
139
Focused Wealth Management
New York
$104K 1,880 -400 -18%
US Bancorp
140
US Bancorp
Minnesota
$88K 1,593 – –
MCC
141
Money Concepts Capital
Florida
$85K 1,530 +1,530 New
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$69K 1,260 +900 +250%
AF
143
Allworth Financial
California
$68K 1,227 +500 +69%
GI
144
Gradient Investments
Minnesota
$63K 1,138 +153 +16%
NFSG
145
Newbridge Financial Services Group
Florida
$55K 1,000 – –
CTB
146
Country Trust Bank
Illinois
$50K 900 – –
FF
147
FourThought Financial
Florida
$44K 802 +802 New
KIG
148
Kessler Investment Group
Indiana
$43K 775 – –
GRP
149
Global Retirement Partners
California
$41K 1,369 +1,369 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$36K 660 +460 +230%
4 5
6
7 8