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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 %
QT
1001
Quantbot Technologies
New York
$1.72M -$990K -9,994 -36%
QAM
1002
Q3 Asset Management
Michigan
$1.72M +$1.72M +17,393 New
AA
1003
Apriem Advisors
California
$1.72M +$20.2K +204 +1%
MIP
1004
Marietta Investment Partners
Wisconsin
$1.72M +$354K +3,574 +26%
SWM
1005
Sculati Wealth Management
Michigan
$1.72M -$366K -3,690 -18%
AWE
1006
Avidian Wealth Enterprises
Texas
$1.71M -$553K -5,583 -24%
TA
1007
Tiedemann Advisors
New York
$1.71M +$19.1K +193 +1%
IWA
1008
IVC Wealth Advisors
Pennsylvania
$1.7M -$11.3K -114 -0.7%
CPIG
1009
Chicago Partners Investment Group
Illinois
$1.7M +$59.4K +582 +4%
MMG
1010
Monetary Management Group
Missouri
$1.68M – – –
FB
1011
Fulton Bank
Pennsylvania
$1.68M -$41.9K -423 -2%
MWM
1012
Merriman Wealth Management
Washington
$1.68M -$49.7K -502 -3%
DIA
1013
Dana Investment Advisors
Wisconsin
$1.67M +$16.4K +166 +1%
BCPWM
1014
Bradley & Co Private Wealth Management
Florida
$1.66M – – –
PCM
1015
Parsons Capital Management
Rhode Island
$1.66M -$2.48K -25 -0.1%
HCM
1016
Hodges Capital Management
Texas
$1.66M +$1.66M +11,761 New
CHP
1017
Cable Hill Partners
Oregon
$1.66M -$6.54K -66 -0.4%
LCM
1018
Legato Capital Management
California
$1.65M -$644K -6,500 -28%
FFA
1019
Founders Financial Alliance
North Carolina
$1.65M +$386K +3,896 +31%
BCM
1020
Brookstone Capital Management
Illinois
$1.64M -$45.2K -471 -3%
SAG
1021
SageView Advisory Group
California
$1.63M -$60.4K -610 -4%
PA
1022
PFG Advisors
Arizona
$1.63M +$10.1K +102 +0.6%
MCCP
1023
Mission Creek Capital Partners
California
$1.62M +$4.76K +48 +0.3%
H
1024
HoyleCohen
California
$1.61M -$24.6K -248 -2%
GIP
1025
Granite Investment Partners
California
$1.61M +$1.29K +13 +0.1%
39 40
41
42 43