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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 %
WF
851
Wayfinding Financial
Washington
$2.62M +$30K +312 +1%
MOS
852
MGO One Seven
Ohio
$2.62M +$68.8K +717 +3%
MSK
853
Melissa S. Kampmann
$2.62M +$43.2K +450 +2%
OSNBOA
854
Old Second National Bank of Aurora
Illinois
$2.61M -$52.8K -550 -2%
GCA
855
Guardian Capital Advisors
Ontario, Canada
$2.61M +$61K +648 +2%
BTWM
856
Baker Tilly Wealth Management
Wisconsin
$2.6M -$178K -1,849 -6%
B
857
Bellecapital
Switzerland
$2.6M -$195K -2,026 -7%
ACM
858
Advisors Capital Management
New Jersey
$2.59M +$25.1K +261 +1%
FFA
859
First Foundation Advisors
California
$2.58M -$289K -3,014 -10%
TAM
860
Taurus Asset Management
New York
$2.58M -$48K -500 -2%
IMCOOI
861
Investment Management Corp of Ontario (IMCO)
Canada
$2.57M +$2.57M +26,784 New
IRAG
862
Investment Research & Advisory Group
Georgia
$2.57M +$9.6K +100 +0.4%
TCA
863
Trifecta Capital Advisors
Illinois
$2.57M -$77.1K -803 -3%
PWM
864
Perigon Wealth Management
California
$2.56M +$96K +1,000 +4%
DEA
865
DoubleLine ETF Adviser
Florida
$2.54M +$14.6K +152 +0.6%
WA1
866
Wimmer Associates 1
California
$2.54M +$30.7K +320 +1%
AG
867
Ascent Group
Virginia
$2.54M -$782K -8,187 -24%
KFP
868
KMG Fiduciary Partners
Ohio
$2.52M +$78.5K +818 +3%
GA
869
GFS Advisors
Texas
$2.51M -$7.68K -80 -0.3%
BIM
870
Baldwin Investment Management
Pennsylvania
$2.5M +$4.8K +50 +0.2%
MF
871
Manchester Financial
California
$2.49M -$19K -198 -0.8%
EWG
872
Executive Wealth Group
Washington
$2.49M -$357K -3,719 -13%
LRPA
873
L. Roy Papp & Associates
Arizona
$2.49M -$129K -1,340 -5%
RIL
874
Rothschild Investment LLC
Illinois
$2.48M +$107K +1,118 +5%
SFO
875
Stokes Family Office
Louisiana
$2.48M -$173K -1,798 -7%
33 34
35
36 37