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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 %
FWM
201
Focused Wealth Management
New York
– – -1,880 Closed
SOW
202
State of Wyoming
Wyoming
– – -1,281 Closed
Deutsche Bank
203
Deutsche Bank
Germany
– – -1,280 Closed
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
– – -1,114 Closed
Ensign Peak Advisors
205
Ensign Peak Advisors
Utah
– – -910 Closed
Capstone Investment Advisors
206
Capstone Investment Advisors
New York
– – -890 Closed
DFCM
207
Dark Forest Capital Management
Puerto Rico
– – -222 Closed
PFS
208
Prospera Financial Services
Texas
– – -175 Closed
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
– – -150 Closed
AW
210
ACG Wealth
Georgia
– – -100 Closed
BMD
211
Better Money Decisions
New Mexico
– – -100 Closed
CI
212
CX Institutional
Indiana
– – -100 Closed
SWM
213
Selective Wealth Management
Virginia
– – -94 Closed
AAP
214
Arax Advisory Partners
Colorado
– – -50 Closed
RG
215
Retirement Group
California
– – -12 Closed
SFG
216
Steward Financial Group
Texas
– – -4 Closed
CI Investments Inc
217
CI Investments Inc
Ontario, Canada
$0 2 – –
Group One Trading
218
Group One Trading
Illinois
– – – –
CFGS
219
Concourse Financial Group Securities
Alabama
– – – –
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
– – – –
CS
221
Clear Street
New York
– – – –
CB
222
Community Bank
New York
$0 10 +10 New
5 6 7 8
9