BROS icon

Dutch Bros
BROS

Overview Fund Activity

191 hedge funds and large institutions have $2.31B invested in Dutch Bros in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 27 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
62
Reduced
54
Closed
27
Calls
$48.4M
Puts
$65.2M
Net Calls
-$16.8M
Net Calls Change
-$7.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$120M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$52.3M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$23.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$23.5M
5
Jane Street
5
Jane Street
New York
$20.4M

Top Sellers

1
TCP
1
TSG Consumer Partners
California
$1.67B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$219K
4
American Century Companies
4
American Century Companies
Missouri
$9.4M
5
Franklin Resources
5
Franklin Resources
California
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
176
Tortoise Investment Management
New York
$3K 100 – –
HFM
177
Hartford Financial Management
Connecticut
$3K 100 – –
AW
178
Avion Wealth
Texas
$3K 100 – –
SCA
179
Stonebridge Capital Advisors
Minnesota
$3K 100 – –
TWM
180
Tradition Wealth Management
Minnesota
$3K 90 – –
SSB
181
Sandy Spring Bank
Maryland
$3K 110 +110 New
HI
182
Harbour Investments
Wisconsin
$2K 70 – –
RDIA
183
RE Dickinson Investment Advisors
Iowa
$2K 50 – –
CA
184
Clearstead Advisors
Ohio
$2K 55 – –
WTA
185
Washington Trust Advisors
Massachusetts
$1K 34 -35 -51%
ETC
186
Exchange Traded Concepts
Oklahoma
$1K 40 -24 -38%
PCFFS
187
Pacific Center for Financial Services
California
$1K 23 – –
EL
188
EMFO LLC
Florida
$1K 28 – –
HH
189
HWG Holdings
Texas
$1K 18 +18 New
AllianceBernstein
190
AllianceBernstein
Tennessee
– – -1,259,999 Closed
CAC
191
Cowen and Company
New York
– – -90,000 Closed
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
– – -14,800 Closed
BFM
193
Boothbay Fund Management
New York
– – -12,946 Closed
HT
194
HAP Trading
New York
– – -12,923 Closed
E
195
Ergoteles
New York
– – -11,683 Closed
PAG
196
Private Advisor Group
New Jersey
– – -10,746 Closed
XT
197
XTX Topco
Cayman Islands
– – -8,000 Closed
PP
198
Paloma Partners
Connecticut
– – -7,800 Closed
SWM
199
SeaCrest Wealth Management
New York
– – -6,148 Closed
TCWM
200
Total Clarity Wealth Management
Illinois
– – -2,280 Closed
5 6 7
8
9