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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 %
M
551
MOTCO
Texas
$6.16M -$1.02M -10,672 -14%
BFIC
552
Bedell Frazier Investment Counselling
California
$6.09M -$68.8K -717 -1%
LI
553
Lafayette Investments
Maryland
$6.08M +$147K +1,530 +2%
WF
554
WoodTrust Financial
Wisconsin
$6.08M +$83.7K +872 +1%
CAC
555
Core Alternative Capital
Georgia
$6.05M -$2.55M -26,610 -30%
SSA
556
Schonfeld Strategic Advisors
New York
$6.03M +$6.03M +62,816 New
FT
557
Fiduciary Trust
Massachusetts
$6.02M -$327K -3,405 -5%
MWM
558
Marietta Wealth Management
Georgia
$6.02M +$39.4K +410 +0.7%
HVIA
559
Hudson Valley Investment Advisors
New York
$6M -$537K -5,704 -8%
CGPCS
560
Capital Group Private Client Services
California
$6M -$333K -3,473 -5%
SIA
561
Sit Investment Associates
Minnesota
$5.99M -$1.05M -10,910 -15%
AC
562
Addenda Capital
Quebec, Canada
$5.97M -$6.05K -63 -0.1%
CIA
563
Covington Investment Advisors
Pennsylvania
$5.95M +$263K +2,735 +5%
DP
564
Dearborn Partners
Illinois
$5.94M -$33.2K -346 -0.6%
BRWA
565
B. Riley Wealth Advisors
Florida
$5.89M -$182K -1,894 -3%
CCG
566
Catalina Capital Group
California
$5.79M +$5.79M +60,318 New
IIC
567
Ironwood Investment Counsel
Arizona
$5.73M -$304K -3,169 -5%
NMERB
568
New Mexico Educational Retirement Board
New Mexico
$5.73M
VPI
569
Value Partners Investments
Manitoba, Canada
$5.66M +$119K +1,247 +2%
PMG
570
ProVise Management Group
Florida
$5.66M +$59.6K +621 +1%
KCPG
571
Kavar Capital Partners Group
Kansas
$5.66M -$65.4K -681 -1%
TW
572
Transform Wealth
Colorado
$5.65M -$116K -1,211 -2%
BS
573
Banco Santander
Spain
$5.63M -$547K -5,699 -9%
SC
574
Sepio Capital
Utah
$5.6M -$1.33M -13,898 -19%
B
575
Bailard
California
$5.6M -$907K -9,448 -14%