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Starbucks
SBUX

Overview Fund Activity

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$451M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$246M
3
Two Sigma Investments
Two Sigma Investments
New York
+$216M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$147M
5
Squarepoint
Squarepoint
New York
+$117M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$410M
2
Bank of America
Bank of America
North Carolina
-$257M
3
Capital World Investors
Capital World Investors
California
-$199M
4
BlackRock
BlackRock
New York
-$184M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWG
801
Executive Wealth Group
Washington
$2.71M +$10.6K +116 +0.4%
MIC
802
Means Investment Company
Maine
$2.69M -$111K -1,217 -4%
LA
803
Lakeside Advisors
Washington
$2.68M -$35.7K -391 -1%
GSC
804
G&S Capital
Colorado
$2.67M -$1.67M -18,244 -38%
WANY
805
Wealthspire Advisors (New York)
New York
$2.67M +$58K +635 +2%
HCM
806
Horrell Capital Management
Arkansas
$2.66M -$35.4K -388 -1%
RF
807
Robbins Farley
New Hampshire
$2.66M +$215K +2,354 +9%
TF
808
Threadgill Financial
Texas
$2.66M +$2.66M +28,664 New
B
809
Bellecapital
Switzerland
$2.65M -$38.2K -419 -1%
BTWM
810
Baker Tilly Wealth Management
Wisconsin
$2.64M -$1.57M -17,235 -37%
OHIS
811
Oak Harvest Investment Services
Texas
$2.63M -$1.75M -19,214 -40%
KGC
812
Kennon-Green & Company
Ohio
$2.62M +$75.1K +823 +3%
GAM
813
Gotham Asset Management
New York
$2.62M -$2.25M -24,637 -46%
RGC
814
Roberts, Glore & Co
Illinois
$2.61M -$27.4K -300 -1%
ICM
815
IMS Capital Management
Oregon
$2.6M +$54.8K +600 +2%
LA
816
Legacy Advisors
Pennsylvania
$2.6M +$316K +3,467 +14%
AT
817
American Trust
Kentucky
$2.6M +$19.2K +210 +0.7%
BFEC
818
Benjamin F. Edwards & Company
Missouri
$2.59M -$91K -997 -3%
WWM
819
Western Wealth Management
Colorado
$2.58M +$273K +2,996 +12%
PTC
820
Philadelphia Trust Company
Pennsylvania
$2.58M -$409K -4,477 -14%
MIM
821
Marco Investment Management
Georgia
$2.58M -$91.2K -999 -3%
RVPG
822
Relative Value Partners Group
$2.57M +$36.1K +395 +1%
ADL
823
Asset Dedication LLC
California
$2.56M +$126K +1,377 +5%
PWS
824
Peterson Wealth Services
Utah
$2.54M +$95.6K +1,047 +4%
SIS
825
Strategic Investment Solutions
Illinois
$2.54M +$2.5M +25,596 +7,150%
31 32
33
34 35