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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 %
SSWM
1326
Sheets Smith Wealth Management
North Carolina
$829K +$991 +10 +0.1%
GIA
1327
GHP Investment Advisors
Colorado
$827K +$145K +1,434 +21%
Wealth Enhancement Advisory Services
1328
Wealth Enhancement Advisory Services
Minnesota
$827K -$90.9K -918 -10%
ASI
1329
Advisory Services & Investments
Oregon
$826K -$3.67K -37 -0.4%
BAM
1330
Belpointe Asset Management
Nevada
$823K -$1.04M -10,496 -56%
AIM
1331
Alhambra Investment Management
Florida
$821K -$693 -7 -0.1%
CG
1332
Cutler Group
California
$819K +$819K +8,273 New
KMWM
1333
Keudell/Morrison Wealth Management
Oregon
$818K +$495 +5 +0.1%
IHL
1334
Investment House LLC
California
$817K -$9.91K -100 -1%
JIC
1335
Joel Isaacson & Co
New York
$815K +$1.39K +14 +0.2%
RWA
1336
Ropes Wealth Advisors
Massachusetts
$814K -$48.8K -493 -6%
GDP
1337
Great Diamond Partners
Maine
$814K +$7.43K +75 +0.9%
MP
1338
McDonald Partners
Ohio
$809K -$10.8K -109 -1%
RB
1339
Rodgers Brothers
Pennsylvania
$809K +$29.7K +300 +4%
APA
1340
Astoria Portfolio Advisors
New York
$805K +$63.1K +621 +9%
CFA
1341
CWS Financial Advisors
Michigan
$804K -$32.1K -324 -4%
PFS
1342
Physicians Financial Services
North Carolina
$804K – – –
XF
1343
XML Financial
Maryland
$800K +$147K +1,486 +23%
EWA
1344
Encompass Wealth Advisors
Oregon
$799K – – –
FCA
1345
FLC Capital Advisors
California
$799K -$24.7K -249 -3%
KC
1346
Knuff & Co
California
$798K – – –
CRC
1347
Curi RMB Capital
Illinois
$796K +$176K +1,772 +28%
DL
1348
DOHJ LLC
Washington
$790K -$21.9K -221 -3%
SWM
1349
Salvus Wealth Management
New Jersey
$789K -$42K -424 -5%
JAFL
1350
Jay A. Fishman Ltd
Michigan
$787K -$158K -1,600 -17%
52 53
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