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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 %
FCH
201
Freestone Capital Holdings
Washington
– – -7,344 Closed
CPIG
202
Chicago Partners Investment Group
Illinois
– – -7,279 Closed
BC
203
Bridgefront Capital
Texas
– – -7,055 Closed
CWA
204
Clearview Wealth Advisors
Oregon
– – -6,995 Closed
TFP
205
Tilia Fiduciary Partners
North Carolina
– – -3,843 Closed
MCI
206
MRP Capital Investments
Georgia
– – -3,000 Closed
EIM
207
Essex Investment Management
Massachusetts
– – -2,794 Closed
AI
208
AdvisorShares Investments
Maryland
– – -1,883 Closed
WP
209
WealthPLAN Partners
Nebraska
– – -900 Closed
MHR
210
Matthew Hamilton Rosenberg
– – -200 Closed
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
– – -150 Closed
WPWM
212
Western Pacific Wealth Management
Illinois
– – -100 Closed
TWC
213
TD Waterhouse Canada
Ontario, Canada
– – -100 Closed
RDIA
214
RE Dickinson Investment Advisors
Iowa
– – -50 Closed
HS
215
Horan Securities
United States
– – -30 Closed
MA
216
MCF Advisors
Kentucky
– – -30 Closed
CPG
217
Cornerstone Planning Group
New Jersey
– – -19 Closed
HH
218
HWG Holdings
Texas
– – -18 Closed
FWM
219
Focused Wealth Management
New York
– – – –
Group One Trading
220
Group One Trading
Illinois
– – – –
Walleye Trading
221
Walleye Trading
New York
– – – –
CC
222
Chanos & Company
New York
– – – –
TSS
223
Two Sigma Securities
New York
– – – –
PI
224
PEAK6 Investments
Illinois
– – – –
GS
225
GTS Securities
New York
– – – –
6 7 8
9
10