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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 %
BP
951
Ballentine Partners
Massachusetts
$2.01M -$36.9K -373 -2%
FAM
952
Formidable Asset Management
Ohio
$2M -$124K -1,250 -6%
PA
953
Procyon Advisors
Connecticut
$1.99M +$440K +4,439 +28%
AF
954
Allworth Financial
California
$1.99M -$305K -3,083 -13%
AWA
955
Arete Wealth Advisors
Illinois
$1.99M +$161K +1,623 +9%
RT
956
Rockland Trust
Massachusetts
$1.98M -$93.6K -945 -5%
FTDI
957
First Trust Direct Indexing
Massachusetts
$1.98M -$152K -1,539 -7%
DT
958
Diversified Trust
Tennessee
$1.98M -$11K -111 -0.6%
CCM
959
Chickasaw Capital Management
Tennessee
$1.98M -$38.6K -390 -2%
TBA
960
Tower Bridge Advisors
Pennsylvania
$1.97M -$256K -2,584 -11%
CT
961
Cambridge Trust
Massachusetts
$1.96M -$126K -1,276 -6%
AP
962
Arlington Partners
Alabama
$1.95M -$401K -4,047 -17%
CWM
963
Cordatus Wealth Management
Pennsylvania
$1.95M +$1.95M +19,674 New
BWM
964
Bulltick Wealth Management
Florida
$1.94M +$1M +10,144 +107%
DWT
965
Dorsey & Whitney Trust
South Dakota
$1.94M -$94.4K -953 -5%
DFA
966
Delta Financial Advisors
Louisiana
$1.94M -$18.9K -191 -1%
ONB
967
Old National Bancorp
Indiana
$1.93M +$17K +172 +0.9%
LC
968
Lindbrook Capital
California
$1.92M +$144K +1,449 +8%
USCWA
969
U.S. Capital Wealth Advisors
Texas
$1.92M +$103K +1,037 +6%
Acadian Asset Management
970
Acadian Asset Management
Massachusetts
$1.92M -$226K -2,281 -11%
CT
971
Chicago Trust
Illinois
$1.92M +$430K +4,339 +29%
AWP
972
Ascent Wealth Partners
New York
$1.92M +$84.1K +798 +5%
CIA
973
Cohen Investment Advisors
New Hampshire
$1.91M -$248K -2,508 -12%
CCP
974
Clough Capital Partners
Massachusetts
$1.89M – – –
RCA
975
Resonant Capital Advisors
Wisconsin
$1.89M +$14.3K +144 +0.8%
37 38
39
40 41