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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 %
NFA
1401
Northern Financial Advisors
Michigan
$724K +$94.1K +980 +15%
SP
1402
Stonebrook Private
Michigan
$722K +$722K +7,525 New
PFS
1403
Physicians Financial Services
North Carolina
$722K -$28.8K -300 -4%
ST
1404
Smithfield Trust
Pennsylvania
$720K – – –
OIM
1405
Orca Investment Management
Oregon
$719K +$44.7K +466 +7%
FPAS
1406
Focus Partners Advisor Solutions
Missouri
$719K +$74.8K +779 +12%
VSQM
1407
V-Square Quantitative Management
Illinois
$717K +$525K +5,469 +273%
NC
1408
Napatree Capital
Rhode Island
$712K +$712K +7,415 New
RIA
1409
Regal Investment Advisors
Michigan
$712K -$46.2K -481 -6%
IWA
1410
Inspirion Wealth Advisors
Illinois
$711K +$18.7K +200 +3%
CA
1411
Cambridge Advisors
Nebraska
$710K +$14.5K +151 +2%
AIM
1412
Alhambra Investment Management
Florida
$705K – – –
HCM
1413
Howland Capital Management
Massachusetts
$703K +$5.76K +60 +0.8%
PCM
1414
Prelude Capital Management
New York
$700K +$700K +7,294 New
PAG
1415
Powers Advisory Group
Illinois
$699K +$12.8K +133 +2%
TYCC
1416
Texas Yale Capital Corp
Florida
$699K +$74.1K +772 +12%
MA
1417
MKT Advisors
California
$698K -$186 -2 -0%
CFG
1418
Cooper Financial Group
California
$697K +$148K +1,542 +27%
MMM
1419
Mendel Money Management
Illinois
$696K +$40.3K +420 +6%
OR
1420
Olympiad Research
Connecticut
$695K +$695K +7,244 New
CSC
1421
Caldwell Sutter Capital
California
$695K -$97.4K -1,015 -12%
SXL
1422
Summit X LLC
Missouri
$694K -$1.63K -17 -0.2%
ECM
1423
Ensemble Capital Management
California
$694K -$96 -1 -0%
BIG
1424
Brooklyn Investment Group
New York
$693K +$693K +7,219 New
MC
1425
Machina Capital
France
$693K +$693K +7,215 New
55 56
57
58 59