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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 %
EWG
801
Executive Wealth Group
Washington
$2.93M +$11.5K +116 +0.4%
HCM
802
Horrell Capital Management
Arkansas
$2.92M +$396 +4 +0%
B
803
Bellecapital
Switzerland
$2.92M -$49.9K -504 -2%
PWW
804
Pettyjohn Wood & White
Virginia
$2.92M +$9.91K +100 +0.3%
CCM
805
Cox Capital Management
Massachusetts
$2.92M -$71.1K -718 -2%
BFEC
806
Benjamin F. Edwards & Company
Missouri
$2.91M -$20.9K -211 -0.7%
MIM
807
Marco Investment Management
Georgia
$2.9M – – –
PFP
808
Pinnacle Financial Partners
Tennessee
$2.9M -$18.1K -183 -0.6%
FHB
809
First Hawaiian Bank
Hawaii
$2.89M +$255K +2,576 +10%
RGC
810
Roberts, Glore & Co
Illinois
$2.86M -$32.2K -325 -1%
AG
811
AIA Group
Hong Kong
$2.86M -$143K -1,444 -5%
SFO
812
Stokes Family Office
Louisiana
$2.86M -$4.56K -46 -0.2%
HDIM
813
Hanson & Doremus Investment Management
Vermont
$2.84M +$113K +1,141 +4%
WANY
814
Wealthspire Advisors (New York)
New York
$2.83M -$95.1K -960 -3%
OSNBOA
815
Old Second National Bank of Aurora
Illinois
$2.81M -$119K -1,198 -4%
AT
816
American Trust
Kentucky
$2.8M -$37.5K -379 -1%
QCM
817
Quantinno Capital Management
New York
$2.8M +$110K +1,106 +4%
MAS
818
Meeder Advisory Services
Ohio
$2.77M +$135K +1,367 +5%
SEC
819
Seven Eight Capital
New York
$2.77M -$774K -7,813 -22%
CFGS
820
Concourse Financial Group Securities
Alabama
$2.77M +$116K +1,167 +4%
KGC
821
Kennon-Green & Company
Ohio
$2.77M +$72.5K +732 +3%
DCM
822
Donaldson Capital Management
Indiana
$2.76M -$28.2K -285 -1%
ICM
823
IMS Capital Management
Oregon
$2.76M -$216K -2,179 -7%
MWM
824
Mission Wealth Management
California
$2.75M -$29.7K -300 -1%
RVPG
825
Relative Value Partners Group
$2.75M +$99 +1 +0%
31 32
33
34 35