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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 %
PI
201
PEAK6 Investments
Illinois
– – -9,963 Closed
KMWM
202
Keudell/Morrison Wealth Management
Oregon
– – -8,001 Closed
T. Rowe Price Associates
203
T. Rowe Price Associates
Maryland
– – -7,000 Closed
PA
204
PFG Advisors
Arizona
– – -6,839 Closed
SPFA
205
Summit Place Financial Advisors
New Jersey
– – -6,795 Closed
VHAM
206
Van Hulzen Asset Management
California
– – -6,620 Closed
HA
207
Harfst & Associates
Wyoming
– – -6,511 Closed
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
– – -6,479 Closed
AWM
209
Axxcess Wealth Management
California
– – -6,475 Closed
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
– – -2,592 Closed
GWSG
211
GPS Wealth Strategies Group
Colorado
– – -1,400 Closed
ICM
212
Islay Capital Management
Texas
– – -440 Closed
CHA
213
Carmichael Hill & Associates
Maryland
– – -300 Closed
TCM
214
Tradewinds Capital Management
Washington
– – -197 Closed
TIM
215
Tortoise Investment Management
New York
– – -100 Closed
TWM
216
Tradition Wealth Management
Minnesota
– – -90 Closed
CB
217
Community Bank
New York
– – -10 Closed
CFGS
218
Concourse Financial Group Securities
Alabama
– – – –
CC
219
Chanos & Company
New York
– – – –
TSS
220
Two Sigma Securities
New York
– – – –
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
– – – –
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$0 2 – –
HT
223
HAP Trading
New York
– – – –
VF
224
VitalStone Financial
Texas
$0 2 +2 New
SFG
225
Steward Financial Group
Texas
$0 4 +4 New
6 7 8
9
10