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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
176
Sugarloaf Wealth Management
Georgia
$10K 175 +75 +75%
LSA
177
Lansing Street Advisors
Pennsylvania
$10K 200 +200 New
Macquarie Group
178
Macquarie Group
Australia
$6.64K 120,204 +120,204 New
HFM
179
Hartford Financial Management
Connecticut
$6K 100 – –
VNA
180
Valley National Advisers
Pennsylvania
$6K 100 – –
LC
181
Lindbrook Capital
California
$6K 100 – –
BFEC
182
Benjamin F. Edwards & Company
Missouri
$6K 100 +100 New
SWM
183
Selective Wealth Management
Virginia
$5K 94 +94 New
WTA
184
Washington Trust Advisors
Massachusetts
$4K 69 +69 New
CA
185
Clearstead Advisors
Ohio
$3K 51 +51 New
ETC
186
Exchange Traded Concepts
Oklahoma
$2K 32 -121 -79%
EL
187
EMFO LLC
Florida
$2K 28 +28 New
SLWA
188
San Luis Wealth Advisors
California
$2K 45 +45 New
PCFFS
189
Pacific Center for Financial Services
California
$1K 23 – –
WWM
190
Wolff Wiese Magana
California
$1K 11 +11 New
HH
191
HWG Holdings
Texas
$1K 18 +18 New
AAP
192
Arax Advisory Partners
Colorado
$1K 25 +25 New
GCM
193
Ghisallo Capital Management
Massachusetts
– – -250,000 Closed
SOMRS
194
State of Michigan Retirement System
Michigan
– – -180,000 Closed
LPL Financial
195
LPL Financial
California
– – -164,430 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
– – -155,281 Closed
BAM
197
Blueshift Asset Management
New Jersey
– – -65,245 Closed
WP
198
Woodline Partners
California
– – -53,714 Closed
Walleye Capital
199
Walleye Capital
New York
– – -33,973 Closed
CCMW
200
Cypress Capital Management (Wyoming)
Wyoming
– – -33,108 Closed
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8
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