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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.06B invested in Dutch Bros in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 27 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
66
Reduced
46
Closed
27
Calls
$53.8M
Puts
$64.3M
Net Calls
-$10.5M
Net Calls Change
+$12.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$9.76M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$24.7M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$8.66M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$5.29M
5
Walleye Capital
5
Walleye Capital
New York
$4.61M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$171M
3
Bank of America
3
Bank of America
North Carolina
$14M
4
JC
4
Joho Capital
New York
$0
5
Millennium Management
5
Millennium Management
New York
$575K
Name Market Value Shares Shares
Change 		Shares
Change %
HA
201
Harfst & Associates
Wyoming
– – -6,326 Closed
ASN
202
Advisory Services Network
Georgia
– – -1,295 Closed
AAS
203
Ameritas Advisory Services
Nebraska
– – -1,130 Closed
Parallax Volatility Advisers
204
Parallax Volatility Advisers
California
– – -517 Closed
TCWA
205
Ten Capital Wealth Advisors
Washington
– – -415 Closed
CCMW
206
Cypress Capital Management (Wyoming)
Wyoming
– – -400 Closed
TWA
207
TCI Wealth Advisors
Arizona
– – -120 Closed
AssetMark Inc
208
AssetMark Inc
California
– – -50 Closed
ETC
209
Exchange Traded Concepts
Oklahoma
– – -40 Closed
EL
210
EMFO LLC
Florida
– – -28 Closed
BIA
211
Bell Investment Advisors
California
– – -15 Closed
SFG
212
Steward Financial Group
Texas
– – -4 Closed
Group One Trading
213
Group One Trading
Illinois
– – – –
CFGS
214
Concourse Financial Group Securities
Alabama
– – – –
Wolverine Trading
215
Wolverine Trading
Illinois
– – – –
FWM
216
Focused Wealth Management
New York
– – – –
CC
217
Chanos & Company
New York
– – – –
PI
218
PEAK6 Investments
Illinois
– – – –
HT
219
HAP Trading
New York
– – – –
Simplex Trading
220
Simplex Trading
Illinois
– – – –
VF
221
VitalStone Financial
Texas
$0 2 – –
Walleye Trading
222
Walleye Trading
New York
– – – –
5 6 7 8
9