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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.35B invested in Dutch Bros in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 36 closing their positions.

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
60
Reduced
49
Closed
36
Calls
$76.4M
Puts
$99.4M
Net Calls
-$23M
Net Calls Change
-$16.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Bank of America
2
Bank of America
North Carolina
$31.4M
3
JC
3
Joho Capital
New York
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$14.1M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Millennium Management
2
Millennium Management
New York
$5.47M
3
Franklin Resources
3
Franklin Resources
California
$35.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$0
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ETC
176
Exchange Traded Concepts
Oklahoma
$1.27K 40 – –
RG
177
Retirement Group
California
$1K 23 +10 +77%
HS
178
Horan Securities
United States
$936 30 +30 New
EL
179
EMFO LLC
Florida
$886 28 – –
PCFFS
180
Pacific Center for Financial Services
California
$728 23 +23 New
SWM
181
Spire Wealth Management
Virginia
$633 20 -1,692 -99%
HH
182
HWG Holdings
Texas
$569 18 – –
BIA
183
Bell Investment Advisors
California
$475 15 +15 New
Marshall Wace
184
Marshall Wace
United Kingdom
– – -1,234,094 Closed
HSA
185
HBK Sorce Advisory
Pennsylvania
– – -470,000 Closed
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
– – -148,265 Closed
Macquarie Group
187
Macquarie Group
Australia
– – -138,698 Closed
Walleye Trading
188
Walleye Trading
New York
– – -126,259 Closed
PC
189
Pier Capital
Connecticut
– – -121,002 Closed
D.E. Shaw & Co
190
D.E. Shaw & Co
New York
– – -115,370 Closed
DTL
191
Dynamic Technology Lab
Singapore
– – -53,920 Closed
SSA
192
Schonfeld Strategic Advisors
New York
– – -40,900 Closed
HCM
193
Hodges Capital Management
Texas
– – -34,868 Closed
JF
194
Jump Financial
Illinois
– – -32,880 Closed
Man Group
195
Man Group
United Kingdom
– – -30,152 Closed
ACM
196
Aljian Capital Management
Nevada
– – -23,773 Closed
Wolverine Trading
197
Wolverine Trading
Illinois
– – -14,305 Closed
BCM
198
Bayesian Capital Management
New York
– – -13,600 Closed
Balyasny Asset Management
199
Balyasny Asset Management
Illinois
– – -12,551 Closed
RFG
200
Range Financial Group
Oregon
– – -10,267 Closed
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