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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 %
BFPW
876
BOK Financial Private Wealth
Colorado
$2.44M -$434K -4,383 -15%
NG
877
NatWest Group
United Kingdom
$2.41M -$74.1K -748 -3%
RIL
878
Rothschild Investment LLC
Illinois
$2.41M +$218K +2,201 +10%
JCM
879
Jag Capital Management
Missouri
$2.41M +$28.5K +288 +1%
RPC
880
Rossmore Private Capital
Connecticut
$2.41M +$19.2K +194 +0.8%
WAM
881
Wolverine Asset Management
Illinois
$2.4M -$2.02M -20,361 -46%
MVA
882
Mount Vernon Associates
Maryland
$2.39M -$2.48K -25 -0.1%
TPA
883
Trivium Point Advisory
Connecticut
$2.39M +$1.49K +15 +0.1%
RWP
884
Ridgecrest Wealth Partners
California
$2.38M – – –
GRP
885
Global Retirement Partners
California
$2.38M +$24.4K +246 +1%
IB
886
Intrust Bank
Kansas
$2.38M -$44.4K -448 -2%
KIC
887
Kensington Investment Counsel
California
$2.37M +$193K +1,952 +9%
CP
888
CenterBook Partners
Connecticut
$2.37M +$700K +7,064 +42%
IA
889
IFG Advisory
Georgia
$2.35M +$112K +1,130 +5%
BFM
890
Boston Financial Management
Massachusetts
$2.35M -$139K -1,400 -6%
QPWM
891
Quadrant Private Wealth Management
Pennsylvania
$2.35M -$17.2K -174 -0.7%
MGWM
892
Marks Group Wealth Management
Minnesota
$2.34M +$393K +3,969 +20%
EI
893
Ethic Inc
New York
$2.34M +$144K +1,453 +7%
CSA
894
Cottage Street Advisors
Massachusetts
$2.34M +$594 +6 +0%
LTI
895
Laffer Tengler Investments
Tennessee
$2.34M +$2.34M +23,582 +589,550%
PA
896
Probity Advisors
Texas
$2.33M +$2.33M +23,500 New
CANC
897
Culbertson A N & Co
Virginia
$2.32M -$35K -353 -1%
CL
898
Choreo LLC
Illinois
$2.31M -$41.1K -415 -2%
WDA
899
Wendell David Associates
New Hampshire
$2.31M -$29.7K -300 -1%
NL
900
NVWM LLC
Pennsylvania
$2.3M +$876K +8,839 +61%
34 35
36
37 38