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Starbucks

2,360 hedge funds and large institutions have $84.3B invested in Starbucks in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 891 increasing their positions, 1,014 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+36
Holders Change %
+1.55%
% of All Funds
37.77%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.07%
New
184
Increased
891
Reduced
1,014
Closed
98
Calls
$3.19B
Puts
$1.93B
Net Calls
+$1.27B
Net Calls Change
+$441M
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
1001
Transcend Capital Advisors
New Jersey
$1.84M -$84.8K -814 -4%
GWCM
1002
Godshalk Welsh Capital Management
Pennsylvania
$1.84M +$41.7K +400 +2%
MWM
1003
Merriman Wealth Management
Washington
$1.82M -$22.4K -215 -1%
FB
1004
Fulton Bank
Pennsylvania
$1.81M -$22.2K -213 -1%
AWP
1005
Ascent Wealth Partners
New York
$1.81M +$1.81M +17,395 New
PF
1006
Phoenix Financial
Israel
$1.8M +$451K +4,334 +33%
VIA
1007
Vident Investment Advisory
Georgia
$1.8M -$416K -3,996 -19%
IWA
1008
IVC Wealth Advisors
Pennsylvania
$1.8M -$64.2K -617 -3%
AA
1009
Apriem Advisors
California
$1.79M -$7.29K -70 -0.4%
TA
1010
Tiedemann Advisors
New York
$1.78M +$627K +6,021 +54%
SAG
1011
SageView Advisory Group
California
$1.78M +$1.2M +11,556 +209%
EF
1012
Exeter Financial
Arizona
$1.77M +$87.7K +837 +5%
NAG
1013
Northstar Advisory Group
New Jersey
$1.77M +$19.3K +185 +1%
MMG
1014
Monetary Management Group
Missouri
$1.77M
CP
1015
CenterBook Partners
Connecticut
$1.76M +$235K +2,259 +15%
CPIG
1016
Chicago Partners Investment Group
Illinois
$1.75M +$1.09K +10 +0.1%
PCM
1017
Parsons Capital Management
Rhode Island
$1.75M -$17.7K -170 -1%
CHP
1018
Cable Hill Partners
Oregon
$1.75M +$64.1K +616 +4%
BCPWM
1019
Bradley & Co Private Wealth Management
Florida
$1.75M -$5.49M -52,698 -76%
DIA
1020
Dana Investment Advisors
Wisconsin
$1.74M +$30.4K +292 +2%
WPW
1021
Waldron Private Wealth
Pennsylvania
$1.73M +$6.35K +61 +0.4%
H
1022
HoyleCohen
California
$1.72M -$76K -730 -4%
CIAS
1023
Capital Investment Advisory Services
North Carolina
$1.72M -$98.4K -945 -5%
ECM
1024
Evergreen Capital Management
Washington
$1.71M +$154K +1,478 +10%
FI
1025
Financial Insights
Washington
$1.7M -$268K -2,572 -14%