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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 %
APA
1376
Astoria Portfolio Advisors
New York
$687K -$47.9K -517 -7%
PCP
1377
Proficio Capital Partners
Massachusetts
$685K +$5.2K +57 +0.8%
MA
1378
MKT Advisors
California
$684K -$820 -9 -0.1%
BI
1379
Bramshill Investments
Florida
$679K +$494K +5,414 +268%
SFS
1380
Stiles Financial Services
Minnesota
$678K -$26.4K -289 -4%
OIA
1381
Optimum Investment Advisors
Illinois
$677K +$91 +1 +0%
CF
1382
Centaurus Financial
California
$677K -$36.6K -401 -5%
CWM
1383
Congress Wealth Management
Massachusetts
$676K +$43.1K +472 +7%
IWA
1384
Inspirion Wealth Advisors
Illinois
$675K – – –
KCM
1385
KRS Capital Management
Michigan
$674K +$821 +9 +0.1%
PWC
1386
PYA Waltman Capital
Tennessee
$670K +$160K +1,748 +31%
AIM
1387
Alhambra Investment Management
Florida
$670K -$86.7K -950 -11%
DP
1388
DDD Partners
Washington
$668K +$36.1K +395 +6%
XF
1389
XML Financial
Maryland
$667K -$69.3K -759 -9%
AWA
1390
Alta Wealth Advisors
Massachusetts
$665K -$1.92K -21 -0.3%
HCM
1391
Howland Capital Management
Massachusetts
$663K -$548 -6 -0.1%
SXL
1392
Summit X LLC
Missouri
$662K -$735K -8,050 -53%
CA
1393
Cambridge Advisors
Nebraska
$661K +$91 +1 +0%
SIC
1394
Sterling Investment Counsel
New York
$660K -$15.4K -169 -2%
ECM
1395
Ensemble Capital Management
California
$660K +$91 +1 +0%
ACM
1396
Argent Capital Management
Missouri
$657K -$7.3K -80 -1%
CSB
1397
City State Bank
Iowa
$657K -$912 -10 -0.1%
CWP
1398
Capital Wealth Planning
Florida
$655K -$150M -1,648,300 -100%
PAG
1399
Powers Advisory Group
Illinois
$653K +$1.92K +21 +0.3%
CPA
1400
Cardiff Park Advisors
California
$652K -$2.74K -30 -0.4%
54 55
56
57 58