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Starbucks
SBUX

Overview Fund Activity

2,445 hedge funds and large institutions have $80.7B invested in Starbucks in 2023 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 966 increasing their positions, 940 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+153
Holders Change %
+6.68%
% of All Funds
35.84%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.62%
New
302
Increased
966
Reduced
940
Closed
109
Calls
$2.05B
Puts
$1.9B
Net Calls
+$152M
Net Calls Change
-$68.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.28B
2
Renaissance Technologies
Renaissance Technologies
New York
+$375M
3
Barclays
Barclays
United Kingdom
+$291M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$258M
5
Amundi
Amundi
France
+$215M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$104B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.38B
3
Bank of America
Bank of America
North Carolina
-$689M
4
Citadel Advisors
Citadel Advisors
Florida
-$385M
5
Two Sigma Investments
Two Sigma Investments
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1351
TriaGen Wealth Management
California
$805K – – –
CWM
1352
Chemistry Wealth Management
New York
$800K – – –
MC
1353
Matisse Capital
Oregon
$799K -$9.6K -100 -1%
JPWM
1354
Jamison Private Wealth Management
Georgia
$796K -$37.2K -387 -4%
TWP
1355
Tyche Wealth Partners
Texas
$794K +$794K +8,266 New
KC
1356
Knuff & Co
California
$788K +$61.4K +640 +8%
FRM
1357
Fox Run Management
Connecticut
$786K +$184K +1,913 +30%
CFA
1358
CWS Financial Advisors
Michigan
$786K +$28.1K +293 +4%
ACM
1359
Accent Capital Management
Ohio
$786K +$786K +8,189 New
HBT
1360
Heartland Bank & Trust
Illinois
$786K -$45.7K -476 -5%
PFGIA
1361
Patriot Financial Group Insurance Agency
Massachusetts
$785K +$5.76K +60 +0.7%
WAP
1362
Wealthcare Advisory Partners
Pennsylvania
$784K -$42.6K -444 -5%
SIM
1363
Studio Investment Management
Illinois
$780K +$231K +2,409 +42%
MFG
1364
Magnus Financial Group
New York
$778K +$302K +3,142 +63%
PFWA
1365
Paces Ferry Wealth Advisors
Georgia
$777K -$30.3K -316 -4%
FCA
1366
FLC Capital Advisors
California
$774K – – –
IAIM
1367
International Assets Investment Management
Florida
$774K -$819K -8,528 -51%
JAFL
1368
Jay A. Fishman Ltd
Michigan
$772K +$48K +500 +7%
ASI
1369
Advisory Services & Investments
Oregon
$771K -$28.7K -299 -4%
DI
1370
DFPG Investments
Utah
$771K -$43.9K -471 -5%
LFA
1371
Legacy Financial Advisors
Kentucky
$768K +$30.1K +314 +4%
SSWM
1372
Sheets Smith Wealth Management
North Carolina
$767K -$37.3K -388 -5%
SIG
1373
Sargent Investment Group
Maryland
$767K +$1.44K +15 +0.2%
PFA
1374
Pathway Financial Advisers
Indiana
$763K +$2.21K +23 +0.3%
PO
1375
Private Ocean
California
$762K +$99.9K +1,040 +15%
53 54
55
56 57