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Dutch Bros
BROS

Overview Fund Activity

191 hedge funds and large institutions have $2.1B invested in Dutch Bros in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 30 closing their positions.

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
60
Reduced
51
Closed
30
Calls
$39.3M
Puts
$45.5M
Net Calls
-$6.18M
Net Calls Change
+$10.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$175M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$96.6M
3
Walleye Trading
3
Walleye Trading
New York
$3.56M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.27M
5
American Century Companies
5
American Century Companies
Missouri
$11.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$365K
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.59M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$34.8M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
176
Sugarloaf Wealth Management
Georgia
$2.82K 100 – –
WPWM
177
Western Pacific Wealth Management
Illinois
$2.82K 100 +100 New
CA
178
Clearstead Advisors
Ohio
$1.55K 55 – –
ETC
179
Exchange Traded Concepts
Oklahoma
$1.13K 40 – –
HH
180
HWG Holdings
Texas
$1K 18 – –
RDIA
181
RE Dickinson Investment Advisors
Iowa
$1K 50 – –
WTA
182
Washington Trust Advisors
Massachusetts
$958 34 – –
RFS
183
Retirement Financial Solutions
Tennessee
$818 29 +29 New
EL
184
EMFO LLC
Florida
$789 28 – –
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$443 15,715 +1,000 +7%
IAA
186
Independent Advisor Alliance
North Carolina
$435 15,427 +541 +4%
Dimensional Fund Advisors
187
Dimensional Fund Advisors
Texas
$370 13,132 +125 +1%
Janus Henderson Group
188
Janus Henderson Group
United Kingdom
– – -434,254 Closed
Simplex Trading
189
Simplex Trading
Illinois
– – -213,575 Closed
Nuveen Asset Management
190
Nuveen Asset Management
Illinois
– – -150,191 Closed
CCM
191
CAAS Capital Management
New York
– – -111,717 Closed
1832 Asset Management
192
1832 Asset Management
Ontario, Canada
– – -74,300 Closed
TC
193
TwinBeech Capital
New York
– – -66,628 Closed
HSBC Holdings
194
HSBC Holdings
United Kingdom
– – -44,002 Closed
NFAM
195
North Fourth Asset Management
New Jersey
– – -39,000 Closed
SI
196
Symmetry Investments
Jersey
– – -37,521 Closed
Squarepoint
197
Squarepoint
New York
– – -35,080 Closed
VF
198
Virtu Financial
New York
– – -14,618 Closed
EGM
199
Engineers Gate Manager
New York
– – -13,808 Closed
Verition Fund Management
200
Verition Fund Management
Connecticut
– – -10,032 Closed
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