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Dutch Bros
BROS

Overview Fund Activity

186 hedge funds and large institutions have $2.37B invested in Dutch Bros in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 62 closing their positions.

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
57
Increased
70
Reduced
37
Closed
62
Calls
$52M
Puts
$61M
Net Calls
-$8.98M
Net Calls Change
+$578K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$88.3M
2
LPL Financial
2
LPL Financial
California
$10.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$5.7M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$4.66M
5
Wells Fargo
5
Wells Fargo
California
$5.46M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.8M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$9.5M
4
NIP
4
Nicholas Investment Partners
California
$0
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCP
1
TSG Consumer Partners
California
$1.88B 59,465,503 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$88.3M 2,789,389 +1,010,397 +57%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$55.8M 1,763,283 -3,101,709 -64%
Franklin Resources
4
Franklin Resources
California
$48.1M 1,518,878 -23,486 -2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$39.9M 1,259,999 -135,234 -10%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$32.4M 1,024,255 +49,097 +5%
American Century Companies
7
American Century Companies
Missouri
$16.7M 528,565 – –
ClearBridge Investments
8
ClearBridge Investments
New York
$16.3M 516,394 – –
BlackRock
9
BlackRock
New York
$14.4M 454,069 +113,722 +33%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$11.6M 366,112 -40,330 -10%
LPL Financial
11
LPL Financial
California
$10.3M 326,440 +326,440 New
Federated Hermes
12
Federated Hermes
Pennsylvania
$9.5M 300,000 -500,000 -63%
Goldman Sachs
13
Goldman Sachs
New York
$8.78M 277,363 -16,788 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.59M 239,846 +34,537 +17%
BCM
15
Becker Capital Management
Oregon
$7.27M 229,658 -8,438 -4%
SOMRS
16
State of Michigan Retirement System
Michigan
$5.7M 180,000 +180,000 New
Wells Fargo
17
Wells Fargo
California
$5.46M 172,642 +116,250 +206%
Morgan Stanley
18
Morgan Stanley
New York
$5.22M 164,864 -39,848 -19%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$5.06M 159,908 -6,785 -4%
HCM
20
Hodges Capital Management
Texas
$4.78M 151,000 +51,000 +51%
Bank of America
21
Bank of America
North Carolina
$4.67M 147,688 -143,050 -49%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$4.66M 147,300 +147,300 New
Charles Schwab
23
Charles Schwab
California
$4.24M 134,065 +14,858 +12%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$3.92M 123,917 +23,917 +24%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.79M 119,838 +12,867 +12%
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