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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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$33K 593 +235 +66%
TFS
152
TrustCore Financial Services
Tennessee
$30K 550 +150 +38%
SBL
153
Sargent Bickham Lagudis
Colorado
$26K 476 +59 +14%
NIC
154
Northwest Investment Counselors
Oregon
$24K 427 – –
ICM
155
Islay Capital Management
Texas
$24K 440 +215 +96%
SWA
156
SOA Wealth Advisors
New York
$24K 450 +450 New
TCWA
157
Ten Capital Wealth Advisors
Washington
$23K 415 +50 +14%
BAM
158
Bellevue Asset Management
Washington
$23K 391 +391 New
HIA
159
Harbor Investment Advisory
Maryland
$22K 400 +400 New
AWM
160
Avior Wealth Management
Nebraska
$22K 400 +400 New
S
161
SignatureFD
Georgia
$21K 375 +375 New
AIC
162
Archer Investment Corporation
Indiana
$18.3K 350 +350 New
CCM
163
Covington Capital Management
California
$18K 325 +325 New
Citigroup
164
Citigroup
New York
$18K 325 +325 New
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$16.6K 300 – –
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$15K 271 -107 -28%
EWM
167
Endurance Wealth Management
Rhode Island
$15K 275 +275 New
AIA
168
Arcadia Investment Advisors
Idaho
$11.3K 204 – –
SAM
169
Strategic Asset Management
Minnesota
$11K 204 -70 -26%
CHA
170
Carmichael Hill & Associates
Maryland
$11K 200 – –
TCM
171
Tradewinds Capital Management
Washington
$11K 197 – –
TWM
172
Tradition Wealth Management
Minnesota
$11K 190 +15 +9%
PFS
173
Prospera Financial Services
Texas
$11K 192 +192 New
BLC
174
Brown, Lisle/Cummings
Rhode Island
$10.2K 185 +185 New
GC
175
Gould Capital
Washington
$10K 186 +56 +43%
5 6
7
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