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Starbucks
SBUX

Overview Fund Activity

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

Top Buyers

1
VCP
Varenne Capital Partners
France
+$204M
2
Citadel Advisors
Citadel Advisors
Florida
+$159M
3
M1FG
Mach-1 Financial Group
Arkansas
+$157M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$140M
5
Two Sigma Investments
Two Sigma Investments
New York
+$128M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$784M
2
Morgan Stanley
Morgan Stanley
New York
-$518M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$257M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$227M
5
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRC
1101
Pearl River Capital
Michigan
$1.4M +$1.4M +13,433 New
MG
1102
Mather Group
Illinois
$1.4M +$410K +3,934 +41%
DBRC
1103
D.B. Root & Company
Pennsylvania
$1.4M -$292K -2,803 -17%
EHWM
1104
Eads & Heald Wealth Management
Georgia
$1.4M -$33.5K -322 -2%
TAM
1105
Trust Asset Management
Texas
$1.39M +$30.2K +290 +2%
LJAC
1106
L.J. Altfest & Co
New York
$1.39M +$22.6K +217 +2%
SM
1107
STF Management
Texas
$1.37M +$571K +5,485 +72%
NP
1108
Nilsine Partners
Colorado
$1.36M +$1.36M +13,101 New
CIG
1109
Consolidated Investment Group
Colorado
$1.36M – – –
TBWA
1110
Three Bridge Wealth Advisors
California
$1.36M +$87.5K +840 +7%
QI
1111
Qtron Investments
Massachusetts
$1.36M +$364K +3,491 +36%
FFA
1112
Fragasso Financial Advisors
Pennsylvania
$1.36M -$14.8K -142 -1%
TAM
1113
Tealwood Asset Management
Minnesota
$1.36M -$47.7K -458 -3%
Financial Engines Advisors
1114
Financial Engines Advisors
California
$1.35M -$124K -1,191 -8%
CWAG
1115
Compton Wealth Advisory Group
Virginia
$1.35M +$108K +1,037 +9%
DCM
1116
Dudley Capital Management
Virginia
$1.35M +$33.9K +326 +3%
VFA
1117
Voya Financial Advisors
Connecticut
$1.34M -$284K -2,802 -17%
ANB
1118
Amarillo National Bank
Texas
$1.34M – – –
GKWIM
1119
Gerber Kawasaki Wealth & Investment Management
California
$1.34M -$122K -1,176 -8%
RCG
1120
Regatta Capital Group
California
$1.34M – – –
EWM
1121
Executive Wealth Management
Michigan
$1.34M +$122K +1,170 +10%
AAM
1122
Auxier Asset Management
Oregon
$1.33M -$45.3K -435 -3%
DLA
1123
Douglas Lane & Associates
New York
$1.33M -$58.8K -565 -4%
LAIC
1124
Lederer & Associates Investment Counsel
California
$1.33M -$102K -979 -7%
NL
1125
Navalign LLC
California
$1.33M +$14.7K +141 +1%
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