SBUX icon

Starbucks
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 %
DTL
851
Dynamic Technology Lab
Singapore
$2.58M +$1.22M +12,316 +90%
MOS
852
MGO One Seven
Ohio
$2.57M -$152K -1,532 -6%
AWM
853
Apollon Wealth Management
South Carolina
$2.57M -$50.6K -511 -2%
SDWIA
854
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.57M -$179K -1,808 -7%
AWA
855
Aaron Wealth Advisors
Illinois
$2.56M -$9.01K -91 -0.4%
AIMCA
856
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.56M – – –
EDRH
857
Edmond de Rothschild Holding
Switzerland
$2.55M -$877K -8,855 -26%
ECM
858
Everence Capital Management
Indiana
$2.54M – – –
NCM
859
Narwhal Capital Management
Georgia
$2.54M -$12.7K -128 -0.5%
SPFA
860
Summit Place Financial Advisors
New Jersey
$2.53M +$60.8K +614 +2%
PAM
861
Panagora Asset Management
Massachusetts
$2.53M +$760K +7,668 +43%
HCM
862
Harvey Capital Management
Florida
$2.52M +$703K +7,100 +39%
LWM
863
Laidlaw Wealth Management
New York
$2.51M +$478K +4,822 +23%
WWM
864
Western Wealth Management
Colorado
$2.51M +$132K +1,334 +6%
BFA
865
Buttonwood Financial Advisors
Maryland
$2.49M +$291K +2,939 +13%
DEA
866
DoubleLine ETF Adviser
Florida
$2.49M +$517K +5,217 +26%
IP
867
Interval Partners
New York
$2.48M +$2.48M +25,000 New
LA
868
Legacy Advisors
Pennsylvania
$2.48M -$14.6K -147 -0.6%
TCA
869
Trifecta Capital Advisors
Illinois
$2.48M +$109K +1,105 +5%
ACA
870
Aspire Capital Advisors
Washington
$2.46M +$28.2K +285 +1%
CAG
871
Csenge Advisory Group
Florida
$2.46M +$4.36K +44 +0.2%
LSA
872
L & S Advisors
California
$2.46M +$699K +7,056 +40%
KFP
873
KMG Fiduciary Partners
Ohio
$2.46M +$52.2K +527 +2%
PWM
874
Perigon Wealth Management
California
$2.45M +$19.9K +201 +0.8%
MSA
875
McAlister Sweet & Associates
Texas
$2.45M +$2.45M +24,726 New
33 34
35
36 37