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Starbucks
SBUX

Overview Fund Activity

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$451M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$246M
3
Two Sigma Investments
Two Sigma Investments
New York
+$216M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$147M
5
Squarepoint
Squarepoint
New York
+$117M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$410M
2
Bank of America
Bank of America
North Carolina
-$257M
3
Capital World Investors
Capital World Investors
California
-$199M
4
BlackRock
BlackRock
New York
-$184M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHCM
901
Boulder Hill Capital Management
New York
$2.11M +$2.11M +23,100 New
AC
902
Arjuna Capital
North Carolina
$2.11M -$1.18M -12,961 -36%
RWM
903
Ritholtz Wealth Management
New York
$2.11M +$433K +4,744 +26%
CAM
904
Covenant Asset Management
New Jersey
$2.11M +$20.7K +227 +1%
AWM
905
Avitas Wealth Management
California
$2.09M -$922K -10,099 -31%
PA
906
Probity Advisors
Texas
$2.09M -$56.5K -619 -3%
AAM
907
Azzad Asset Management
Virginia
$2.09M +$16.2K +177 +0.8%
GRP
908
Global Retirement Partners
California
$2.09M -$106K -1,165 -5%
IB
909
Intrust Bank
Kansas
$2.07M -$117K -1,282 -5%
MGWM
910
Marks Group Wealth Management
Minnesota
$2.07M -$90.9K -996 -4%
NAMP
911
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.06M -$5.2K -57 -0.3%
CP
912
CenterBook Partners
Connecticut
$2.06M -$123K -1,344 -6%
IIA
913
ICW Investment Advisors
Arizona
$2.06M +$69.6K +763 +4%
CANC
914
Culbertson A N & Co
Virginia
$2.05M -$89.4K -980 -4%
PA
915
PFW Advisors
Georgia
$2.05M +$78.6K +861 +4%
BP
916
Ballentine Partners
Massachusetts
$2.04M +$185K +2,026 +10%
KA
917
Kintegral Advisory
New York
$2.04M -$1.19K -13 -0.1%
NRG
918
Nemes Rush Group
Michigan
$2.02M -$27.1K -297 -1%
LFG
919
Larson Financial Group
Missouri
$2.02M -$28.9K -317 -1%
FWP
920
FAS Wealth Partners
Kansas
$2.02M +$89.1K +976 +5%
RP
921
Rowlandmiller & Partners
Georgia
$2.01M – – –
VFM
922
Viking Fund Management
North Dakota
$2.01M – – –
OQS
923
Occudo Quantitative Strategies
Florida
$2.01M +$2.01M +21,996 New
GCMG
924
Gyroscope Capital Management Group
Florida
$2M +$2M +21,925 New
CCB
925
Country Club Bank
Missouri
$2M -$20.9K -230 -1%
35 36
37
38 39