SBUX icon

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 %
OSNBOA
826
Old Second National Bank of Aurora
Illinois
$2.54M -$49.8K -546 -2%
TCOT
827
Trust Company of Toledo
Ohio
$2.54M +$421K +4,618 +20%
MWM
828
Mission Wealth Management
California
$2.53M -$6.3K -69 -0.2%
GC
829
Gould Capital
Washington
$2.53M +$3.01K +33 +0.1%
SFO
830
Stokes Family Office
Louisiana
$2.52M -$107K -1,174 -4%
TCA
831
Trifecta Capital Advisors
Illinois
$2.52M +$235K +2,570 +10%
TPCW
832
TD Private Client Wealth
New York
$2.5M +$54.9K +601 +2%
TAM
833
Taurus Asset Management
New York
$2.5M – – –
BFG
834
Bleakley Financial Group
New Jersey
$2.49M -$888K -9,733 -26%
AWM
835
Apollon Wealth Management
South Carolina
$2.49M +$122K +1,338 +5%
GCA
836
Guardian Capital Advisors
Ontario, Canada
$2.49M +$114K +1,243 +5%
LRPA
837
L. Roy Papp & Associates
Arizona
$2.49M -$351K -3,851 -12%
HNW
838
High Note Wealth
Minnesota
$2.49M -$18.7K -205 -0.7%
CFGS
839
Concourse Financial Group Securities
Alabama
$2.47M -$76.7K -840 -3%
HWM
840
HB Wealth Management
Georgia
$2.47M -$23.9K -262 -1%
WF
841
Wayfinding Financial
Washington
$2.46M +$77.7K +853 +3%
MSK
842
Melissa S. Kampmann
$2.45M +$2.45M +26,827 New
VF
843
Virtu Financial
New York
$2.44M +$2.44M +26,751 New
ACM
844
Advisors Capital Management
New Jersey
$2.44M -$14.7K -161 -0.6%
IRAG
845
Investment Research & Advisory Group
Georgia
$2.43M +$16.9K +185 +0.7%
MOS
846
MGO One Seven
Ohio
$2.43M +$55.2K +605 +2%
DCM
847
Donaldson Capital Management
Indiana
$2.43M -$121K -1,324 -5%
DEA
848
DoubleLine ETF Adviser
Florida
$2.4M +$108K +1,184 +5%
ET
849
Equitable Trust
Tennessee
$2.4M -$106K -1,162 -4%
GA
850
GFS Advisors
Texas
$2.39M +$484K +5,300 +25%
32 33
34
35 36