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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
1401
Daymark Wealth Partners
Ohio
$712K +$324K +3,268 +83%
CPA
1402
Cardiff Park Advisors
California
$711K +$41.9K +423 +6%
CHC
1403
City Holding Co
West Virginia
$710K +$180K +1,820 +34%
SFA
1404
Souders Financial Advisors
Ohio
$710K +$481K +4,859 +211%
CCA
1405
Cobblestone Capital Advisors
New York
$708K +$9.51K +96 +1%
PAG
1406
Powers Advisory Group
Illinois
$706K -$15.1K -152 -2%
BFIM
1407
Beese Fulmer Investment Management
Ohio
$703K -$66.7K -673 -9%
PF
1408
Parker Financial
Washington
$701K +$37.5K +379 +6%
AAIS
1409
ABN AMRO Investment Solutions
$700K -$103K -1,040 -13%
ANTB
1410
AMG National Trust Bank
Colorado
$694K +$52.3K +528 +8%
FC
1411
Financial Council
Maryland
$689K
CWM
1412
Congress Wealth Management
Massachusetts
$687K -$9.41K -95 -1%
PCM
1413
PenderFund Capital Management
British Columbia, Canada
$686K
MPI
1414
Mairs & Power Inc
Minnesota
$685K -$34.5K -348 -5%
DP
1415
DDD Partners
Washington
$685K -$2.38K -24 -0.3%
PAI
1416
Pittenger & Anderson Inc
Nebraska
$684K
MCM
1417
Marathon Capital Management
Maryland
$682K -$2.48K -25 -0.4%
GPA
1418
Garrison Point Advisors
California
$682K -$4.95K -50 -0.7%
SW
1419
SlateStone Wealth
Florida
$681K +$297 +3 +0%
CP
1420
Capital Planning
Washington
$680K
CA
1421
Callahan Advisors
Texas
$680K +$200K +2,020 +42%
TCM
1422
Traynor Capital Management
Pennsylvania
$678K +$9.41K +95 +1%
MMM
1423
Mendel Money Management
Illinois
$677K -$4.56K -46 -0.7%
FC
1424
Forte Capital
New York
$676K +$7.13K +72 +1%
IWA
1425
Intercontinental Wealth Advisors
Texas
$676K -$153K -1,548 -18%