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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 %
HI
426
Hendershot Investments
Virginia
$9.35M +$489K +4,941 +6%
TAM
427
Tocqueville Asset Management
New York
$9.31M -$736K -7,430 -7%
MHC
428
Meyer Handelman Company
New York
$9.26M +$74.6K +753 +0.8%
FFIC
429
First Fiduciary Investment Counsel
Ohio
$9.23M +$210K +2,120 +2%
KRS
430
Kentucky Retirement Systems
Kentucky
$9.13M +$129K +1,301 +1%
RIA
431
RPG Investment Advisory
California
$9.06M -$200K -2,015 -2%
CAM
432
Columbia Asset Management
Michigan
$9.01M -$165K -1,666 -2%
AWM
433
AE Wealth Management
Kansas
$8.99M +$32.3K +326 +0.4%
VV
434
Verity & Verity
South Carolina
$8.83M +$196K +1,977 +2%
HCMT
435
Highland Capital Management (Tennessee)
Tennessee
$8.78M -$341K -3,439 -4%
NW
436
NewEdge Wealth
Pennsylvania
$8.71M +$614K +6,200 +8%
SIMG
437
Sonora Investment Management Group
Arizona
$8.69M -$201K -2,028 -2%
SIM
438
Seaview Investment Managers
Florida
$8.67M +$1.08M +10,887 +14%
JWBC
439
J.W. Burns & Co
New York
$8.65M -$107K -1,080 -1%
BS
440
Banco Santander
Spain
$8.65M +$422K +4,255 +5%
CCM
441
Copeland Capital Management
Pennsylvania
$8.62M +$2.99M +30,155 +53%
FG
442
Fiduciary Group
Georgia
$8.58M +$51.3K +518 +0.6%
SW
443
SVB Wealth
Massachusetts
$8.57M -$1.88M -18,953 -18%
SFA
444
Sequoia Financial Advisors
Ohio
$8.54M -$2.05M -20,743 -19%
MSRPS
445
Maryland State Retirement & Pension System
Maryland
$8.54M -$455K -4,592 -5%
BST
446
Bath Savings Trust
Maine
$8.51M -$153K -1,549 -2%
Jones Financial Companies
447
Jones Financial Companies
Missouri
$8.34M +$533K +5,385 +7%
PWAG
448
Polaris Wealth Advisory Group
California
$8.34M +$7.74M +78,173 +1,299%
BWFA
449
Baltimore-Washington Financial Advisors
Maryland
$8.29M -$2.01M -20,261 -19%
SIG
450
Stonegate Investment Group
Alabama
$8.27M +$1.38M +13,940 +20%
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