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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.37B invested in Dutch Bros in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 62 closing their positions.

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
57
Increased
70
Reduced
37
Closed
62
Calls
$52M
Puts
$61M
Net Calls
-$8.98M
Net Calls Change
+$578K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$88.3M
2
LPL Financial
2
LPL Financial
California
$10.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$5.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$4.66M
5
Wells Fargo
5
Wells Fargo
California
$5.46M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.8M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$9.5M
4
NIP
4
Nicholas Investment Partners
California
$0
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MHR
126
Matthew Hamilton Rosenberg
$44K 1,357 +1,357 New
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$42K 1,349 +89 +7%
GI
128
Gradient Investments
Minnesota
$41K 1,303 +165 +14%
Deutsche Bank
129
Deutsche Bank
Germany
$41K 1,280 +1,280 New
SOW
130
State of Wyoming
Wyoming
$41K 1,281 +1,281 New
GWSG
131
GPS Wealth Strategies Group
Colorado
$41K 1,300 +1,300 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$35K 1,114 +521 +88%
LC
133
Lindbrook Capital
California
$29K 931 +831 +831%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$29K 910 +910 New
CTB
135
Country Trust Bank
Illinois
$28K 900 – –
FF
136
FourThought Financial
Florida
$28K 882 +80 +10%
Capstone Investment Advisors
137
Capstone Investment Advisors
New York
$28K 890 +890 New
BFEC
138
Benjamin F. Edwards & Company
Missouri
$22K 700 +600 +600%
CMA
139
Cedar Mountain Advisors
Oregon
$21K 676 +676 New
TFS
140
TrustCore Financial Services
Tennessee
$19K 600 +50 +9%
CCMW
141
Cypress Capital Management (Wyoming)
Wyoming
$19K 600 +600 New
SBL
142
Sargent Bickham Lagudis
Colorado
$15K 476 – –
S
143
SignatureFD
Georgia
$15K 475 +100 +27%
ICM
144
Islay Capital Management
Texas
$14K 440 – –
NIC
145
Northwest Investment Counselors
Oregon
$14K 427 – –
TCWA
146
Ten Capital Wealth Advisors
Washington
$13K 415 – –
GC
147
Gould Capital
Washington
$13K 396 +210 +113%
CCM
148
Covington Capital Management
California
$11K 350 +25 +8%
SWA
149
SOA Wealth Advisors
New York
$10K 325 -125 -28%
VNA
150
Valley National Advisers
Pennsylvania
$10K 300 +200 +200%
4 5
6
7 8