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Starbucks
SBUX

Overview Fund Activity

2,339 hedge funds and large institutions have $81B invested in Starbucks in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 921 increasing their positions, 984 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-21
Holders Change %
-0.89%
% of All Funds
36.89%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.65%
New
137
Increased
921
Reduced
984
Closed
141
Calls
$2.03B
Puts
$1.99B
Net Calls
+$32.7M
Net Calls Change
-$1.23B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$571M
2
BlackRock
BlackRock
New York
+$355M
3
Barclays
Barclays
United Kingdom
+$320M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$216M
5
CWP
Capital Wealth Planning
Florida
+$163M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$747M
2
Citadel Advisors
Citadel Advisors
Florida
-$307M
3
Bank of America
Bank of America
North Carolina
-$243M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$235M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Cullinan Associates
Kentucky
$14.4M +$253K +2,550 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
327
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.3M +$1.72M +17,337 +14%
MWM
328
Modera Wealth Management
New Jersey
$14.3M +$13.6M +137,666 +2,145%
LSERS
329
Louisiana State Employees Retirement System
Louisiana
$14.1M +$1.06M +10,700 +8%
AFG
330
Albion Financial Group
Utah
$14.1M -$217K -2,189 -2%
Impax Asset Management Group
331
Impax Asset Management Group
United Kingdom
$14.1M -$45M -454,039 -76%
YCM
332
Yousif Capital Management
Michigan
$13.9M +$62.8K +634 +0.5%
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$13.9M +$10.4K +105 +0.1%
SCM
334
Shelton Capital Management
Colorado
$13.9M +$785K +7,922 +6%
LOIM
335
Liberty One Investment Management
Illinois
$13.9M +$146K +1,475 +1%
CCM
336
Coldstream Capital Management
Washington
$13.8M -$162K -1,635 -1%
Alyeska Investment Group
337
Alyeska Investment Group
Illinois
$13.7M -$15M -151,473 -52%
QI
338
QV Investors
Alberta, Canada
$13.6M -$2.65M -26,710 -16%
MFWM
339
Motley Fool Wealth Management
Virginia
$13.6M -$222K -2,241 -2%
PCC
340
Park Circle Company
Maryland
$13.6M – – –
TCBWMS
341
Texas Capital Bank Wealth Management Services
Texas
$13.5M -$289K -2,922 -2%
WP
342
Waycross Partners
Kentucky
$13.4M +$2.61M +26,338 +24%
CNB
343
Czech National Bank
Czech Republic
$13.4M +$31.2K +315 +0.2%
BIAS
344
Beacon Investment Advisory Services
New Jersey
$13.4M -$1.5M -15,124 -10%
BWP
345
Baldwin Wealth Partners
Massachusetts
$13.3M -$85.7K -865 -0.6%
Kayne Anderson Rudnick Investment Management
346
Kayne Anderson Rudnick Investment Management
California
$13.1M +$1.14M +11,485 +9%
NAM
347
Nissay Asset Management
Japan
$13.1M +$432K +4,357 +3%
TCOV
348
Trust Company of Vermont
Vermont
$12.8M +$389K +3,931 +3%
AIMC
349
Alley Investment Management Company
Illinois
$12.8M +$30.4K +307 +0.2%
SBWIC
350
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.7M +$42.5K +429 +0.3%
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