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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 %
IWC
651
Integrated Wealth Concepts
Massachusetts
$4.5M +$195K +1,964 +5%
ASN
652
Advisory Services Network
Georgia
$4.5M -$245K -2,475 -5%
1WA
653
180 Wealth Advisors
Washington
$4.47M -$35.8K -361 -0.8%
GL
654
GHE LLC
Tennessee
$4.47M +$7.83K +79 +0.2%
PWMAG
655
Pinnacle Wealth Management Advisory Group
New Jersey
$4.45M -$333K -3,357 -7%
HFS
656
HBC Financial Services
Washington
$4.42M +$101 +1 +0%
LDB
657
Lee, Danner & Bass
Tennessee
$4.42M -$34.1K -344 -0.8%
PFS
658
Prospera Financial Services
Texas
$4.42M -$4.71M -47,569 -52%
PKC
659
Palmer Knight Company
Florida
$4.4M +$158K +1,594 +4%
SCM
660
Stonebridge Capital Management
California
$4.37M -$225K -2,275 -5%
BFG
661
Beacon Financial Group
Texas
$4.37M -$70.9K -718 -2%
BBVA
662
Banco Bilbao Vizcaya Argentaria
Spain
$4.36M +$290K +2,931 +7%
HAS
663
HBW Advisory Services
California
$4.35M +$111K +1,125 +3%
MCC
664
Money Concepts Capital
Florida
$4.35M -$13.7M -137,942 -76%
SWP
665
Stratos Wealth Partners
Ohio
$4.34M +$147K +1,488 +4%
NSIM
666
North Star Investment Management
Illinois
$4.33M -$31.8K -321 -0.7%
KA
667
Kercheville Advisors
Texas
$4.32M +$213K +2,150 +5%
BCFS
668
Butensky & Cohen Financial Security
Florida
$4.32M -$161K -1,628 -4%
EL
669
Essex LLC
Illinois
$4.31M -$158K -1,594 -4%
HWA
670
HCR Wealth Advisors
California
$4.3M -$7.23K -73 -0.2%
ECM
671
Elgethun Capital Management
South Dakota
$4.3M -$104K -1,048 -2%
ACM
672
Alpha Capital Management
Texas
$4.25M
HA
673
Hamel Associates
New Jersey
$4.25M -$506K -5,110 -11%
IAM
674
Innovis Asset Management
Illinois
$4.25M +$59.8K +604 +1%
SSWM
675
Smith Salley Wealth Management
North Carolina
$4.24M +$57.1K +576 +1%