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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 %
MM
1401
MQS Management
New York
$725K +$725K +6,963 New
FC
1402
Financial Council
Maryland
$724K +$724K +6,956 New
VWA
1403
Visionary Wealth Advisors
Illinois
$724K -$6.65M -63,846 -90%
DP
1404
DDD Partners
Washington
$723K
AIA
1405
Allied Investment Advisors
Montana
$723K
GPA
1406
Garrison Point Advisors
California
$722K +$69.9K +671 +11%
CCM
1407
Chiron Capital Management
Florida
$721K -$83.3K -800 -10%
MCM
1408
Marathon Capital Management
Maryland
$720K -$75.4K -724 -9%
PAI
1409
Pittenger & Anderson Inc
Nebraska
$719K -$10.4K -100 -1%
RSC
1410
Red Spruce Capital
Pennsylvania
$718K +$6.14K +59 +0.9%
MMM
1411
Mendel Money Management
Illinois
$716K +$9.69K +93 +1%
SW
1412
SlateStone Wealth
Florida
$716K +$3.44K +33 +0.5%
SG
1413
StoneX Group
New York
$716K +$127K +1,216 +21%
CP
1414
Capital Planning
Washington
$715K
FIM
1415
Freedom Investment Management
Connecticut
$712K -$111K -1,063 -13%
LIM
1416
Loudon Investment Management
New Hampshire
$710K -$13K -125 -2%
EWA
1417
Exencial Wealth Advisors
Oklahoma
$708K -$282K -2,704 -28%
HPC
1418
HM Payson & Co
Maine
$706K -$160K -1,535 -18%
PJSIMP
1419
P.J. Schmidt Investment Management (PJS)
Wisconsin
$705K +$113 +1 +0%
TYCC
1420
Texas Yale Capital Corp
Florida
$704K
RLIM
1421
Red Lighthouse Investment Management
New York
$704K
GIA
1422
GHP Investment Advisors
Colorado
$704K +$104 +1 +0%
CPA
1423
Cardiff Park Advisors
California
$703K +$417 +4 +0.1%
FC
1424
Forte Capital
New York
$703K -$17.1K -164 -2%
TCM
1425
Traynor Capital Management
Pennsylvania
$703K -$31.1K -299 -4%