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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 %
LCM
1026
Lazari Capital Management
California
$1.6M +$1.6M +16,153 New
SCA
1027
St. Clair Advisors
Ohio
$1.59M +$206K +2,079 +15%
APWM
1028
Atlas Private Wealth Management
New York
$1.59M -$6.24K -63 -0.4%
SEEDPG
1029
S.E.E.D. Planning Group
New York
$1.59M +$991 +10 +0.1%
HCCM
1030
Hudson Canyon Capital Management
New York
$1.57M +$1.57M +15,800 New
CIAS
1031
Capital Investment Advisory Services
North Carolina
$1.56M -$73.9K -746 -5%
ECM
1032
ExodusPoint Capital Management
New York
$1.56M -$13.8M -139,429 -90%
OHWA
1033
Oak Hill Wealth Advisors
Virginia
$1.55M – – –
IC
1034
Inscription Capital
Texas
$1.55M -$334K -3,370 -18%
FI
1035
Financial Insights
Washington
$1.54M -$74.3K -750 -5%
RA
1036
Rockingstone Advisors
Massachusetts
$1.54M +$35.7K +360 +2%
CCA
1037
Checchi Capital Advisers
California
$1.53M -$334K -3,372 -18%
GC
1038
Guardian Capital
Ontario, Canada
$1.52M +$133K +1,346 +10%
WA
1039
WBH Advisory
Maryland
$1.52M -$72.5K -732 -5%
SXL
1040
Summit X LLC
Missouri
$1.52M +$47.9K +483 +3%
CB
1041
CNB Bank
Pennsylvania
$1.52M +$40.1K +405 +3%
DSC
1042
Duncker Streett & Co
Missouri
$1.51M – – –
OIA
1043
OneDigital Investment Advisors
Kansas
$1.5M -$94.1K -950 -6%
VCP
1044
Verus Capital Partners
Arizona
$1.5M -$31.3K -316 -2%
SIAG
1045
Signet Investment Advisory Group
Rhode Island
$1.5M +$128K +1,292 +9%
WPA
1046
West Paces Advisors
Georgia
$1.5M -$18.1K -183 -1%
BB
1047
Bell Bank
North Dakota
$1.5M +$7.43K +75 +0.5%
MLA
1048
My Legacy Advisors
Oregon
$1.49M -$15.4K -152 -1%
CNAM
1049
Campbell Newman Asset Management
Wisconsin
$1.49M -$9.41K -95 -0.6%
CA
1050
Continuum Advisory
Idaho
$1.49M -$625K -6,314 -30%
40 41
42
43 44