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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1326
Aptus Capital Advisors
Alabama
$864K +$98.9K +950 +13%
MP
1327
McDonald Partners
Ohio
$862K -$10.3K -99 -1%
VCWA
1328
Vanguard Capital Wealth Advisors
Colorado
$861K -$45K -432 -5%
VAM
1329
Verity Asset Management
North Carolina
$859K +$428K +4,107 +99%
KMWM
1330
Keudell/Morrison Wealth Management
Oregon
$859K -$13.6K -131 -2%
JIC
1331
Joel Isaacson & Co
New York
$855K +$1.46K +14 +0.2%
DL
1332
DOHJ LLC
Washington
$854K -$150K -1,445 -15%
CCG
1333
Coastwise Capital Group
California
$852K -$278K -2,671 -25%
IAS
1334
IMA Advisory Services
Colorado
$852K -$2.6K -25 -0.3%
SFS
1335
Stiles Financial Services
Minnesota
$849K -$7.71K -74 -0.9%
WAG
1336
Winthrop Advisory Group
Massachusetts
$849K +$104 +1 +0%
GDP
1337
Great Diamond Partners
Maine
$848K -$48K -461 -5%
ST
1338
Smithfield Trust
Pennsylvania
$847K -$31.3K -300 -4%
PFS
1339
Physicians Financial Services
North Carolina
$845K +$18.7K +180 +2%
AAIS
1340
ABN AMRO Investment Solutions
$844K +$844K +8,104 New
SIG
1341
Sargent Investment Group
Maryland
$841K +$5.24K +50 +0.6%
EWA
1342
Encompass Wealth Advisors
Oregon
$840K +$20.8K +200 +3%
KC
1343
Knuff & Co
California
$839K -$8.33K -80 -1%
BCM
1344
Brasada Capital Management
Texas
$833K -$417K -4,000 -33%
FC
1345
Fulcrum Capital
Washington
$826K +$263K +2,525 +47%
SCM
1346
Schnieders Capital Management
California
$826K -$72.9K -700 -8%
RPCONE
1347
Retirement Planning Company of New England
Rhode Island
$825K -$7.91K -76 -0.9%
BCA
1348
Bay Colony Advisors
Massachusetts
$825K +$32.9K +325 +4%
GLA
1349
Good Life Advisors
Pennsylvania
$825K -$86K -826 -9%
PO
1350
Private Ocean
California
$822K -$8.23K -79 -1%