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Starbucks
SBUX

Overview Fund Activity

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$451M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$246M
3
Two Sigma Investments
Two Sigma Investments
New York
+$216M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$147M
5
Squarepoint
Squarepoint
New York
+$117M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$410M
2
Bank of America
Bank of America
North Carolina
-$257M
3
Capital World Investors
Capital World Investors
California
-$199M
4
BlackRock
BlackRock
New York
-$184M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
1301
Pure Financial Advisors
California
$800K -$9.77K -107 -1%
BCM
1302
Brown Capital Management
Maryland
$798K -$40.4K -443 -5%
MLL
1303
Moody Lynn & Lieberson
Massachusetts
$797K -$11.5K -126 -1%
DL
1304
DOHJ LLC
Washington
$796K +$69.5K +763 +10%
JPWM
1305
Jamison Private Wealth Management
Georgia
$792K +$792K +8,676 New
SMA
1306
Sage Mountain Advisors
Georgia
$791K +$128K +1,407 +19%
IAIM
1307
International Assets Investment Management
Florida
$791K +$42.9K +899 +6%
HBT
1308
Heartland Bank & Trust
Illinois
$791K +$11.2K +123 +1%
WI
1309
Wintrust Investments
Illinois
$789K -$41.6K -456 -5%
GDP
1310
Great Diamond Partners
Maine
$788K +$38.6K +423 +5%
WAP
1311
Wealthcare Advisory Partners
Pennsylvania
$786K -$79.5K -871 -9%
SWM
1312
Sendero Wealth Management
Texas
$785K – – –
VCWA
1313
Vanguard Capital Wealth Advisors
Colorado
$784K +$365 +4 +0%
BFO
1314
Boston Family Office
Massachusetts
$775K -$1.37K -15 -0.2%
PHS
1315
Pekin Hardy Strauss
Illinois
$775K +$183 +2 +0%
KMWM
1316
Keudell/Morrison Wealth Management
Oregon
$774K +$20.2K +221 +3%
SB
1317
Strategic Blueprint
Georgia
$770K -$45.5K -498 -6%
IAS
1318
IMA Advisory Services
Colorado
$769K – – –
MC
1319
Matisse Capital
Oregon
$769K +$47.6K +521 +7%
PFWA
1320
Paces Ferry Wealth Advisors
Georgia
$767K -$7.76K -85 -1%
TWM
1321
TriaGen Wealth Management
California
$765K – – –
SSWM
1322
Sheets Smith Wealth Management
North Carolina
$765K +$1K +11 +0.1%
FIA
1323
Foundations Investment Advisors
Arizona
$764K -$80.2K -879 -10%
SC
1324
Syon Capital
California
$762K +$762K +8,347 New
ASI
1325
Advisory Services & Investments
Oregon
$760K -$456 -5 -0.1%
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