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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 %
B
526
Bailard
California
$6.63M -$195K -1,972 -3%
FNBT
527
FineMark National Bank & Trust
Florida
$6.62M -$3.17K -32 -0%
PAM
528
Private Asset Management
California
$6.59M -$1.53M -15,431 -19%
ZIG
529
Zuckerman Investment Group
Illinois
$6.55M -$92.9K -938 -1%
FT
530
Fiduciary Trust
Massachusetts
$6.54M +$320K +3,234 +5%
CSPIA
531
Cary Street Partners Investment Advisory
Virginia
$6.54M -$9.21K -93 -0.1%
CTA
532
Chesley Taft & Associates
Illinois
$6.53M -$69.9K -706 -1%
CGL
533
Clarius Group LLC
Washington
$6.52M -$188K -1,899 -3%
VAS
534
Vestmark Advisory Solutions
Massachusetts
$6.48M +$515K +5,196 +9%
API
535
Advisor Partners II
California
$6.47M +$126K +1,275 +2%
SGI
536
Summit Global Investments
Utah
$6.46M +$6.46M +65,179 New
BFIC
537
Bedell Frazier Investment Counselling
California
$6.26M -$101K -1,015 -2%
IIC
538
Ironwood Investment Counsel
Arizona
$6.26M +$565K +5,708 +10%
SWM
539
Spire Wealth Management
Virginia
$6.24M -$55.9K -564 -0.9%
NCM
540
Novare Capital Management
North Carolina
$6.24M +$27.3K +276 +0.4%
SF
541
Synovus Financial
Georgia
$6.22M -$33.4K -337 -0.5%
RC
542
Reik & Co
New York
$6.22M – – –
BAM
543
Bell Asset Management
Australia
$6.22M +$2.17M +21,934 +54%
WF
544
WoodTrust Financial
Wisconsin
$6.22M +$58.5K +591 +1%
V
545
Veritable
Delaware
$6.22M -$60.6K -612 -1%
TW
546
Transform Wealth
Colorado
$6.2M +$117K +1,186 +2%
MWM
547
Marietta Wealth Management
Georgia
$6.19M +$8.02K +81 +0.1%
AC
548
Addenda Capital
Quebec, Canada
$6.17M -$2.58K -26 -0%
TRCT
549
Tower Research Capital (TRC)
New York
$6.07M +$4.09M +41,259 +206%
LI
550
Lafayette Investments
Maryland
$6.04M +$16.8K +170 +0.3%
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