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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 %
AFA
976
Abacus FCF Advisors
Florida
$1.88M -$12.3K -124 -0.6%
SA
977
Sicart Associates
New York
$1.87M -$46.1K -465 -2%
ECM
978
Evergreen Capital Management
Washington
$1.86M +$241K +2,433 +15%
ZCI
979
Zevenbergen Capital Investments
Washington
$1.86M +$2.97K +30 +0.2%
KCM
980
Kornitzer Capital Management
Kansas
$1.86M -$15.4K -155 -0.8%
GIA
981
Gladstone Institutional Advisory
Florida
$1.86M +$247K +2,498 +15%
Koshinski Asset Management
982
Koshinski Asset Management
Illinois
$1.85M -$324K -3,275 -15%
AF
983
Arrow Financial
New York
$1.85M -$199K -2,005 -10%
RGI
984
River Global Investors
United Kingdom
$1.84M -$122K -1,230 -6%
YC
985
Yarbrough Capital
Tennessee
$1.82M -$47.8K -483 -3%
RWM
986
Ritholtz Wealth Management
New York
$1.82M -$65.6K -662 -3%
LT
987
Legacy Trust
Michigan
$1.81M -$8.92K -90 -0.5%
KNW
988
Kesler Norman & Wride
Utah
$1.81M +$2.48K +25 +0.1%
PIA
989
Petredis Investment Advisors
Pennsylvania
$1.81M +$4.56K +46 +0.3%
HA
990
Heartland Advisors
Wisconsin
$1.81M +$5.85K +59 +0.3%
MA
991
Montag & Associates
Georgia
$1.8M -$925K -9,340 -34%
RSWM
992
Robertson Stephens Wealth Management
California
$1.8M -$2.61M -26,377 -59%
LC
993
Lavaca Capital
Texas
$1.79M -$2.35M -23,750 -57%
EWM
994
Executive Wealth Management
Michigan
$1.79M +$513K +5,175 +40%
MCM
995
MV Capital Management
Maryland
$1.78M -$420K -4,235 -19%
V
996
VeraBank
Texas
$1.76M -$35.7K -360 -2%
AC
997
AlphaCore Capital
California
$1.75M +$928K +9,370 +112%
VIM
998
Vinva Investment Management
Australia
$1.74M -$1.25M -12,664 -42%
GWCM
999
Godshalk Welsh Capital Management
Pennsylvania
$1.73M -$22.8K -230 -1%
TCA
1000
Transcend Capital Advisors
New Jersey
$1.73M -$23.8K -240 -1%
38 39
40
41 42