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Starbucks
SBUX

Overview Fund Activity

2,360 hedge funds and large institutions have $84.3B invested in Starbucks in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 891 increasing their positions, 1,014 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+36
Holders Change %
+1.55%
% of All Funds
37.77%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.07%
New
184
Increased
891
Reduced
1,014
Closed
98
Calls
$3.19B
Puts
$1.93B
Net Calls
+$1.27B
Net Calls Change
+$441M

Top Buyers

1
VCP
Varenne Capital Partners
France
+$204M
2
Citadel Advisors
Citadel Advisors
Florida
+$159M
3
M1FG
Mach-1 Financial Group
Arkansas
+$157M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$140M
5
Two Sigma Investments
Two Sigma Investments
New York
+$128M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$784M
2
Morgan Stanley
Morgan Stanley
New York
-$518M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$257M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$227M
5
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPFA
876
Summit Place Financial Advisors
New Jersey
$2.6M +$235K +2,255 +10%
CAG
877
Csenge Advisory Group
Florida
$2.58M +$15.6K +150 +0.6%
ACA
878
Aspire Capital Advisors
Washington
$2.56M -$205K -1,970 -7%
PWM
879
Perigon Wealth Management
California
$2.56M +$157K +1,511 +7%
WAM
880
Weiss Asset Management
Massachusetts
$2.55M +$2.55M +24,500 New
RPWA
881
Regent Peak Wealth Advisors
Georgia
$2.55M +$53.2K +511 +2%
IB
882
Intrust Bank
Kansas
$2.54M -$6.66K -64 -0.3%
KFP
883
KMG Fiduciary Partners
Ohio
$2.53M -$50.4K -484 -2%
SCA
884
Stonebridge Capital Advisors
Minnesota
$2.52M -$32.4K -311 -1%
MVA
885
Mount Vernon Associates
Maryland
$2.52M -$63.5K -610 -2%
RPC
886
Rossmore Private Capital
Connecticut
$2.51M -$2.08K -20 -0.1%
RWP
887
Ridgecrest Wealth Partners
California
$2.51M +$4.37K +42 +0.2%
TPA
888
Trivium Point Advisory
Connecticut
$2.51M +$13.5K +130 +0.5%
JCM
889
Jag Capital Management
Missouri
$2.5M +$110K +1,053 +5%
WWM
890
Western Wealth Management
Colorado
$2.5M -$45.4K -436 -2%
TCA
891
Trifecta Capital Advisors
Illinois
$2.49M +$209K +2,010 +9%
QPWM
892
Quadrant Private Wealth Management
Pennsylvania
$2.49M -$22.4K -215 -0.9%
OAM
893
Oak Asset Management
California
$2.48M -$68.1K -654 -3%
CANC
894
Culbertson A N & Co
Virginia
$2.48M -$162K -1,551 -6%
AP
895
Arlington Partners
Alabama
$2.48M -$177K -1,702 -7%
GRP
896
Global Retirement Partners
California
$2.47M +$444K +4,271 +22%
CL
897
Choreo LLC
Illinois
$2.47M +$1.63M +15,607 +192%
BAM
898
Blueshift Asset Management
New Jersey
$2.47M +$1.85M +17,754 +299%
WCF
899
West Coast Financial
California
$2.47M -$124K -1,194 -5%
CSA
900
Cottage Street Advisors
Massachusetts
$2.46M -$194M -1,863,880 -99%
34 35
36
37 38