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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 %
SN
126
Sittner & Nelson
Oregon
$132K 5,695 +325 +6%
BAM
127
Bullseye Asset Management
Colorado
$116K 5,000 +5,000 New
NFSG
128
Newbridge Financial Services Group
Florida
$109K 4,700 +2,700 +135%
GWM
129
Geneos Wealth Management
Colorado
$71.3K 3,065 +2,165 +241%
CG
130
Cutler Group
California
$68K 2,945 +2,621 +809%
TCM
131
Tradewinds Capital Management
Washington
$59.7K 2,569 – –
SIM
132
Sandia Investment Management
Massachusetts
$58.1K 2,500 +2,500 New
AIC
133
Archer Investment Corporation
Indiana
$52.9K 2,275 -225 -9%
IA
134
IFP Advisors
Florida
$49.4K 2,123 +37 +2%
Deutsche Bank
135
Deutsche Bank
Germany
$48.7K 2,095 – –
GWSG
136
GPS Wealth Strategies Group
Colorado
$44.2K 1,900 – –
PA
137
Parallel Advisors
California
$42.2K 1,814 – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$42K 1,826 -11 -0.6%
GRP
139
Global Retirement Partners
California
$39.4K 1,647 – –
US Bancorp
140
US Bancorp
Minnesota
$37K 1,593 – –
RhumbLine Advisers
141
RhumbLine Advisers
Massachusetts
$29.2K 1,255 – –
GI
142
Gradient Investments
Minnesota
$26.7K 1,148 -121 -10%
AF
143
Allworth Financial
California
$26.2K 1,127 -200 -15%
LC
144
Lindbrook Capital
California
$25.6K 1,100 – –
CMA
145
Cedar Mountain Advisors
Oregon
$25.4K 1,091 +415 +61%
CTB
146
Country Trust Bank
Illinois
$20.9K 900 – –
AAM
147
Advisors Asset Management
Colorado
$18.7K 804 +804 New
NCM
148
Northwest Capital Management
Oregon
$16.2K 697 – –
GC
149
Gould Capital
Washington
$16.1K 686 – –
NA
150
NewEdge Advisors
Louisiana
$15.3K 660 – –
4 5
6
7 8