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Starbucks
SBUX

Overview Fund Activity

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
35.84%
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.28B
2
Renaissance Technologies
Renaissance Technologies
New York
+$375M
3
Barclays
Barclays
United Kingdom
+$291M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$258M
5
Amundi
Amundi
France
+$215M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$104B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.38B
3
Bank of America
Bank of America
North Carolina
-$689M
4
Citadel Advisors
Citadel Advisors
Florida
-$385M
5
Two Sigma Investments
Two Sigma Investments
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
826
Means Investment Company
Maine
$2.75M -$79.7K -830 -3%
LA
827
Legacy Advisors
Pennsylvania
$2.75M +$17.8K +185 +0.6%
RGC
828
Roberts, Glore & Co
Illinois
$2.75M -$576 -6 -0%
TCOT
829
Trust Company of Toledo
Ohio
$2.74M +$77.7K +809 +3%
MA
830
Montag & Associates
Georgia
$2.74M +$995K +10,365 +57%
TF
831
Threadgill Financial
Texas
$2.73M -$19.2K -200 -0.7%
BHPW
832
Beverly Hills Private Wealth
California
$2.73M -$161K -1,673 -6%
KGC
833
Kennon-Green & Company
Ohio
$2.72M -$43.2K -450 -2%
HA
834
Hamel Associates
New Jersey
$2.71M -$1.06M -11,060 -28%
GIA
835
Gladstone Institutional Advisory
Florida
$2.71M +$1.19M +12,345 +78%
PWS
836
Peterson Wealth Services
Utah
$2.7M +$29.2K +304 +1%
NCM
837
Narwhal Capital Management
Georgia
$2.69M +$245K +2,549 +10%
AT
838
American Trust
Kentucky
$2.69M -$38.1K -397 -1%
PL
839
Perpetual Ltd
Australia
$2.69M +$229K +2,384 +9%
WDA
840
Wendell David Associates
New Hampshire
$2.69M +$419K +4,365 +18%
BP
841
Ballentine Partners
Massachusetts
$2.69M +$545K +5,680 +25%
KIC
842
Kensington Investment Counsel
California
$2.67M +$258K +2,689 +11%
CC
843
Chicago Capital
Illinois
$2.67M +$1.41M +14,680 +111%
PF
844
Phoenix Financial
Israel
$2.67M +$541K +5,003 +25%
RMC
845
Resources Management Corp
Connecticut
$2.67M +$446K +4,642 +20%
MAM
846
Magellan Asset Management
Australia
$2.66M -$1.35M -14,025 -34%
CII
847
Capital International Inc
California
$2.66M -$205K -2,139 -7%
RVPG
848
Relative Value Partners Group
$2.63M -$68.5K -713 -3%
RPWA
849
Regent Peak Wealth Advisors
Georgia
$2.62M +$215K +2,243 +9%
BFG
850
Bleakley Financial Group
New Jersey
$2.62M +$672 +7 +0%
32 33
34
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