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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 %
CIA
926
Cohen Investment Advisors
New Hampshire
$2M +$242K +2,650 +14%
JPMIA
927
J.P. Marvel Investment Advisors
Massachusetts
$2M – – –
JCM
928
Jag Capital Management
Missouri
$1.99M -$234K -2,565 -11%
CPSC
929
Carl P. Sherr & Co
Massachusetts
$1.98M +$5.84K +64 +0.3%
MWM
930
Marion Wealth Management
Pennsylvania
$1.98M +$53.8K +590 +3%
QCG
931
Quadrant Capital Group
Ohio
$1.96M +$20.4K +223 +1%
BFPW
932
BOK Financial Private Wealth
Colorado
$1.95M -$305K -3,347 -14%
CG
933
Colony Group
Massachusetts
$1.94M -$946K -10,369 -33%
EWM
934
Executive Wealth Management
Michigan
$1.94M +$296K +3,246 +18%
SW
935
Solidarity Wealth
Utah
$1.93M -$1.68M -18,376 -47%
HT
936
HAP Trading
New York
$1.93M +$1.93M +21,099 New
FHB
937
First Hawaiian Bank
Hawaii
$1.92M -$743K -8,144 -28%
CT
938
Coastline Trust
Rhode Island
$1.92M -$201K -2,205 -9%
GFA
939
Gifford Fong Associates
California
$1.92M – – –
WAM
940
Walker Asset Management
Missouri
$1.92M -$32.1K -352 -2%
CWM
941
Calamos Wealth Management
Illinois
$1.91M -$63.3K -694 -3%
FTDI
942
First Trust Direct Indexing
Massachusetts
$1.9M +$75.8K +831 +4%
SM
943
Sciencast Management
New Jersey
$1.89M +$1.89M +20,692 New
BFA
944
Bill Few Associates
Pennsylvania
$1.88M -$1.83K -20 -0.1%
AMBIA
945
Allen Mooney & Barnes Investment Advisors
Georgia
$1.88M +$3.83K +42 +0.2%
AAIM
946
Asset Advisors Investment Management
Georgia
$1.87M -$135K -1,482 -7%
IWM
947
IHT Wealth Management
Illinois
$1.86M -$17.1K -187 -0.9%
OAM
948
Oak Asset Management
California
$1.86M -$2.28K -25 -0.1%
DIA
949
Dana Investment Advisors
Wisconsin
$1.86M +$320K +3,508 +21%
AA
950
Auxano Advisors
Washington
$1.86M -$122K -1,333 -6%
36 37
38
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