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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 %
TCP
1
TSG Consumer Partners
California
$1.51B 53,485,898 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$175M 6,203,913 +2,356,428 +61%
Vanguard Group
3
Vanguard Group
Pennsylvania
$96.6M 3,427,113 +646,605 +23%
Franklin Resources
4
Franklin Resources
California
$36.2M 1,284,653 -49,997 -4%
Marshall Wace
5
Marshall Wace
United Kingdom
$34.8M 1,234,094 -445,570 -27%
BlackRock
6
BlackRock
New York
$15.5M 548,710 +40,257 +8%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$14.9M 528,585 -231,491 -30%
ClearBridge Investments
8
ClearBridge Investments
New York
$14.8M 525,531 +6,637 +1%
Millennium Management
9
Millennium Management
New York
$13.5M 478,402 -65,577 -12%
American Century Companies
10
American Century Companies
Missouri
$11.4M 404,860 +103,250 +34%
Bank of America
11
Bank of America
North Carolina
$10.8M 382,059 -12,326 -3%
LPL Financial
12
LPL Financial
California
$9.08M 322,013 +1,052 +0.3%
Federated Hermes
13
Federated Hermes
Pennsylvania
$8.46M 300,000 – –
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.77M 275,548 +40,493 +17%
Citadel Advisors
15
Citadel Advisors
Florida
$7.59M 269,103 -484,708 -64%
BCM
16
Becker Capital Management
Oregon
$6.28M 222,896 -3,508 -2%
Goldman Sachs
17
Goldman Sachs
New York
$6.27M 222,389 +105,899 +91%
Wells Fargo
18
Wells Fargo
California
$5.54M 196,528 +3,661 +2%
Morgan Stanley
19
Morgan Stanley
New York
$5.34M 189,571 -68,491 -27%
SOMRS
20
State of Michigan Retirement System
Michigan
$5.07M 180,000 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$4.72M 167,447 +75,194 +82%
Charles Schwab
22
Charles Schwab
California
$4.32M 153,182 +22,900 +18%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$4.18M 148,265 +965 +0.7%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$4.14M 146,805 +23,540 +19%
Macquarie Group
25
Macquarie Group
Australia
$3.91M 138,698 +57,853 +72%
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