BROS icon

Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.06B invested in Dutch Bros in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 27 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
66
Reduced
46
Closed
27
Calls
$53.8M
Puts
$64.3M
Net Calls
-$10.5M
Net Calls Change
+$12.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$9.76M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$24.7M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$8.66M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$5.29M
5
Walleye Capital
5
Walleye Capital
New York
$4.61M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$171M
3
Bank of America
3
Bank of America
North Carolina
$14M
4
JC
4
Joho Capital
New York
$0
5
Millennium Management
5
Millennium Management
New York
$575K
Name Market Value Shares Shares
Change 		Shares
Change %
PVH
151
Psagot Value Holdings
Israel
$10K 357 +190 +114%
CG
152
Cutler Group
California
$9K 324 +324 New
LSA
153
Lansing Street Advisors
Pennsylvania
$8.54K 300 – –
CFS
154
CGC Financial Services
Oregon
$8.45K 297 +297 New
EWM
155
Endurance Wealth Management
Rhode Island
$8K 275 – –
PP
156
PrairieView Partners
Minnesota
$8K 300 +300 New
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$7.71K 271 – –
SCA
158
Stonebridge Capital Advisors
Minnesota
$7.11K 250 +150 +150%
EWA
159
EverSource Wealth Advisors
Alabama
$6.97K 245 +70 +40%
AIA
160
Arcadia Investment Advisors
Idaho
$5.8K 204 – –
MHR
161
Matthew Hamilton Rosenberg
$5.69K 200 -1,157 -85%
NIC
162
Northwest Investment Counselors
Oregon
$5.69K 200 -227 -53%
BWM
163
BerganKDV Wealth Management
Minnesota
$5.69K 200 – –
BLC
164
Brown, Lisle/Cummings
Rhode Island
$5.26K 185 – –
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$4.27K 150 +150 New
TWC
166
TD Waterhouse Canada
Ontario, Canada
$3.76K 100 – –
HI
167
Harbour Investments
Wisconsin
$3.41K 120 – –
SSB
168
Sandy Spring Bank
Maryland
$3.13K 110 – –
TFGT
169
TS Financial Group (TSFG)
Illinois
$3K 100 – –
WPWM
170
Western Pacific Wealth Management
Illinois
$2.85K 100 – –
HFM
171
Hartford Financial Management
Connecticut
$2.85K 100 – –
FCAG
172
First Capital Advisors Group
New Jersey
$2.85K 100 +100 New
AWM
173
Avior Wealth Management
Nebraska
$2.13K 75 +75 New
AW
174
Avion Wealth
Texas
$2K 100 – –
CI Investments Inc
175
CI Investments Inc
Ontario, Canada
$2K 57 +55 +2,750%
5 6
7
8 9