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Starbucks

2,445 hedge funds and large institutions have $80.7B invested in Starbucks in 2023 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 966 increasing their positions, 940 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+153
Holders Change %
+6.68%
% of All Funds
35.85%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.62%
New
302
Increased
966
Reduced
940
Closed
109
Calls
$2.05B
Puts
$1.9B
Net Calls
+$152M
Net Calls Change
-$68.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
376
Baldwin Wealth Partners
Massachusetts
$12.4M +$69K +719 +0.6%
QIM
377
Quantitative Investment Management
Virginia
$12.3M +$12.3M +127,710 New
YCM
378
Yousif Capital Management
Michigan
$12.3M -$666K -6,932 -5%
SBWIC
379
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.2M -$133K -1,387 -1%
SI
380
Stephens Inc
Arkansas
$12.2M +$500K +5,206 +4%
CA
381
Cullinan Associates
Kentucky
$12.1M -$1.01M -10,505 -8%
PCC
382
Park Circle Company
Maryland
$12.1M
KWM
383
Kingsview Wealth Management
Oregon
$12.1M +$772K +8,040 +7%
AWS
384
Atria Wealth Solutions
New York
$12M +$78.3K +816 +0.7%
IMPI
385
Ilmarinen Mutual Pension Insurance
Finland
$12M
WP
386
Waycross Partners
Kentucky
$12M -$1.6M -16,674 -12%
CAM
387
Cresset Asset Management
Illinois
$12M +$189K +1,969 +2%
KAS
388
Kestra Advisory Services
Texas
$11.9M +$395K +4,119 +3%
WB
389
WesBanco Bank
West Virginia
$11.7M -$1.07M -11,114 -8%
BPCE
390
Bank Pictet & Cie (Europe)
Germany
$11.7M +$3.45M +35,887 +42%
ACI
391
Alpha Cubed Investments
California
$11.6M +$594K +6,192 +5%
Bank Julius Baer & Co
392
Bank Julius Baer & Co
Switzerland
$11.6M -$481K -5,008 -4%
KJWM
393
Kiley Juergens Wealth Management
Washington
$11.5M +$166K +1,734 +1%
AIM
394
Arcadia Investment Management
Michigan
$11.5M +$197K +2,048 +2%
2
395
2Xideas
Switzerland
$11.4M -$538K -5,608 -5%
OSAM
396
O'Shaughnessy Asset Management
Connecticut
$11.4M +$1.9M +19,798 +20%
SPC
397
Stewart & Patten Company
California
$11.3M +$930K +9,683 +9%
WAM
398
Weatherly Asset Management
California
$11.3M -$162K -1,684 -1%
RJT
399
Raymond James Trust
Florida
$11.3M +$305K +3,172 +3%
SPIA
400
Steward Partners Investment Advisory
New York
$11.2M +$747K +7,784 +7%