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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 %
SWRP
201
Summit Wealth & Retirement Planning
California
– – -7,271 Closed
GCP
202
GSA Capital Partners
United Kingdom
– – -7,270 Closed
CC
203
Centiva Capital
New York
– – -6,799 Closed
MCC
204
Money Concepts Capital
Florida
– – -6,499 Closed
Group One Trading
205
Group One Trading
Illinois
– – -5,129 Closed
SIM
206
Sandia Investment Management
Massachusetts
– – -5,000 Closed
CG
207
Cutler Group
California
– – -3,852 Closed
QT
208
Quantbot Technologies
New York
– – -3,131 Closed
Canada Pension Plan Investment Board
209
Canada Pension Plan Investment Board
Ontario, Canada
– – -2,000 Closed
SSG
210
Summit Securities Group
New York
– – -1,446 Closed
EE
211
EWG Elevate
California
– – -849 Closed
LTI
212
Laffer Tengler Investments
Tennessee
– – -600 Closed
WOSD
213
WFA of San Diego
California
– – -300 Closed
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
– – -250 Closed
SWA
215
SOA Wealth Advisors
New York
– – -200 Closed
BFEC
216
Benjamin F. Edwards & Company
Missouri
– – -100 Closed
SWM
217
Sugarloaf Wealth Management
Georgia
– – -100 Closed
WTA
218
Washington Trust Advisors
Massachusetts
– – -34 Closed
RFS
219
Retirement Financial Solutions
Tennessee
– – -29 Closed
HT
220
HAP Trading
New York
– – – –
Simplex Trading
221
Simplex Trading
Illinois
– – – –
SFG
222
Steward Financial Group
Texas
$0 4 – –
CFGS
223
Concourse Financial Group Securities
Alabama
– – – –
PI
224
PEAK6 Investments
Illinois
– – – –
CI Investments Inc
225
CI Investments Inc
Ontario, Canada
$0 2 – –
6 7 8
9
10