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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
GC
501
Grimes & Company
Massachusetts
$7.01M +$50.8K +513 +0.7%
CCMINC
502
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.99M +$55.6K +561 +0.8%
RWP
503
RWA Wealth Partners
Massachusetts
$6.98M -$386K -3,894 -5%
RHDIC
504
R.H. Dinel Investment Counsel
California
$6.97M -$44.6K -450 -0.6%
SBH
505
Segall Bryant & Hamill
Illinois
$6.97M -$336K -3,388 -5%
DWM
506
Dakota Wealth Management
Florida
$6.95M -$398K -4,018 -5%
PI
507
PineBridge Investments
New York
$6.95M +$5.47M +55,255 +370%
AAMA
508
Advanced Asset Management Advisors
Ohio
$6.93M
FC
509
FORA Capital
Florida
$6.89M -$1.07M -10,813 -13%
LNB
510
Ledyard National Bank
$6.87M -$69.4K -701 -1%
IAM
511
Infusive Asset Management
New York
$6.86M +$6.86M +108,700 New
LRIC
512
Long Road Investment Counsel
Michigan
$6.86M -$69.3K -700 -1%
SAM
513
SP Asset Management
California
$6.84M +$36.1K +364 +0.5%
CWP
514
Cyndeo Wealth Partners
Florida
$6.8M +$1.17M +11,776 +21%
CGPCS
515
Capital Group Private Client Services
California
$6.78M -$94.8K -957 -1%
NL
516
NWAM LLC
Washington
$6.78M +$861K +8,690 +15%
MCWS
517
McKinley Carter Wealth Services
West Virginia
$6.76M -$75.4K -761 -1%
KWILP
518
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.72M
SWS
519
SYSTM Wealth Solutions
Illinois
$6.7M +$511K +5,159 +8%
CS
520
Comerica Securities
Michigan
$6.68M +$72K +727 +1%
MC
521
Moors & Cabot
Massachusetts
$6.68M -$386K -3,894 -5%
RAM
522
Roanoke Asset Management
New Jersey
$6.68M +$297 +3 +0%
TPCM
523
Templeton & Phillips Capital Management
Tennessee
$6.67M -$5.25K -53 -0.1%
BFA
524
Bragg Financial Advisors
North Carolina
$6.64M -$14.9K -150 -0.2%
FA
525
FDx Advisors
Illinois
$6.64M -$3.93M -39,620 -37%