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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 %
SDIC
1051
South Dakota Investment Council
South Dakota
$1.48M -$129K -1,300 -8%
LAIC
1052
Lederer & Associates Investment Counsel
California
$1.48M +$217K +2,189 +17%
FMAEN1
1053
Fund Management at Engine No 1
California
$1.48M +$97.8K +987 +7%
WA
1054
Wealth Alliance
New York
$1.48M +$39.8K +402 +3%
WPW
1055
Waldron Private Wealth
Pennsylvania
$1.48M -$169K -1,703 -10%
AWP
1056
Accretive Wealth Partners
New Jersey
$1.47M +$22.1K +223 +2%
AIM
1057
Anchor Investment Management
South Carolina
$1.46M -$305K -3,082 -17%
GCIA
1058
Gabelli & Co Investment Advisers
New York
$1.46M +$1.46M +14,700 New
PGCM
1059
Prescott Group Capital Management
Oklahoma
$1.45M – – –
JCM
1060
Jacobi Capital Management
Pennsylvania
$1.44M +$11.9K +120 +0.8%
CC
1061
Cypress Capital
Tennessee
$1.43M +$25.4K +256 +2%
MWM
1062
Meridian Wealth Management
Kentucky
$1.43M -$40.9K -413 -3%
I
1063
INVST
Indiana
$1.42M -$18.9K -191 -1%
WJWM
1064
Williams Jones Wealth Management
New York
$1.42M -$8.62K -87 -0.6%
ACM
1065
Aljian Capital Management
Nevada
$1.42M -$27.9K -282 -2%
CASB
1066
Cape Ann Savings Bank
Massachusetts
$1.42M +$33.1K +334 +2%
CAL
1067
Capital Analysts LLC
Pennsylvania
$1.41M +$19.5K +197 +1%
LFP
1068
Leeward Financial Partners
Washington
$1.41M +$74.8K +755 +6%
PPW
1069
Parcion Private Wealth
Washington
$1.41M +$26.5K +268 +2%
IAS
1070
Investment Advisory Services
Texas
$1.41M -$793 -8 -0.1%
FMWA
1071
Forvis Mazars Wealth Advisors
Missouri
$1.41M +$749K +7,564 +114%
PVI
1072
Pine Valley Investments
New Jersey
$1.4M +$381K +3,847 +37%
PTP
1073
Platform Technology Partners
New York
$1.4M -$9.11K -91 -0.6%
STA
1074
Summit Trail Advisors
New York
$1.4M +$666K +6,722 +91%
SSI
1075
Scott & Selber Inc
Texas
$1.4M -$4.16K -42 -0.3%
41 42
43
44 45