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Dutch Bros
BROS

Overview Fund Activity

189 hedge funds and large institutions have $2.07B invested in Dutch Bros in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 29 closing their positions.

Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
74
Reduced
41
Closed
29
Calls
$53.3M
Puts
$59.3M
Net Calls
-$5.99M
Net Calls Change
+$4.49M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$92.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$200M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$33.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$107M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$3.25M
3
SC
3
Sculptor Capital
New York
$4.66M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.8M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
176
Sandy Spring Bank
Maryland
$2.56K 110 – –
CA
177
Clearstead Advisors
Ohio
$2.56K 110 +55 +100%
HFM
178
Hartford Financial Management
Connecticut
$2.33K 100 – –
AWA
179
Authentikos Wealth Advisory
California
$2.33K 100 +100 New
AWM
180
Abound Wealth Management
Tennessee
$2.33K 100 +100 New
AW
181
Avion Wealth
Texas
$2K 100 – –
TFGT
182
TS Financial Group (TSFG)
Illinois
$2K 100 – –
BFP
183
Briaud Financial Planning
Texas
$2K 100 +100 New
AWM
184
Avior Wealth Management
Nebraska
$1.74K 75 – –
EWA
185
EverSource Wealth Advisors
Alabama
$1.63K 70 -175 -71%
VWM
186
Venturi Wealth Management
Texas
$1.05K 45 – –
CI Investments Inc
187
CI Investments Inc
Ontario, Canada
$1K 62 +5 +9%
PCFFS
188
Pacific Center for Financial Services
California
$535 23 – –
RG
189
Retirement Group
California
$535 23 – –
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
– – -342,987 Closed
GCP
191
GSA Capital Partners
United Kingdom
– – -46,125 Closed
KAS
192
Kestra Advisory Services
Texas
– – -21,687 Closed
Millennium Management
193
Millennium Management
New York
– – -20,200 Closed
XT
194
XTX Topco
Cayman Islands
– – -15,267 Closed
SSA
195
Schonfeld Strategic Advisors
New York
– – -12,400 Closed
SPFA
196
Summit Place Financial Advisors
New Jersey
– – -11,625 Closed
RFG
197
Range Financial Group
Oregon
– – -11,180 Closed
AIM
198
Aigen Investment Management
New York
– – -9,802 Closed
QC
199
Quadrature Capital
United Kingdom
– – -8,895 Closed
CCIA
200
Cherry Creek Investment Advisors
Colorado
– – -8,126 Closed
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