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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 %
IGWM
1426
ICA Group Wealth Management
Colorado
$692K +$108K +1,123 +18%
ACM
1427
Argent Capital Management
Missouri
$691K – – –
CFP
1428
Catalyst Financial Partners
Massachusetts
$691K -$62.9K -655 -8%
SPIS
1429
Steward Partners Investment Solutions
Oregon
$689K +$689K +7,174 New
JWCA
1430
J.W. Cole Advisors
Florida
$687K +$86.5K +901 +14%
CPA
1431
Cardiff Park Advisors
California
$687K +$384 +4 +0.1%
DJSG
1432
D.J. St. Germain
Massachusetts
$685K +$144K +1,500 +27%
SIC
1433
Sterling Investment Counsel
New York
$683K -$10.8K -113 -2%
RWPA
1434
Richard W. Paul & Associates
Michigan
$683K +$6.91K +72 +1%
CWP
1435
Capital Wealth Planning
Florida
$681K -$7.49K -78 -1%
DFG
1436
Delta Financial Group
New Jersey
$681K +$8.64K +90 +1%
BFIM
1437
Beese Fulmer Investment Management
Ohio
$681K – – –
TCWA
1438
Turtle Creek Wealth Advisors
Texas
$679K +$679K +7,068 New
SWM
1439
Salvus Wealth Management
New Jersey
$677K -$5.86K -61 -0.9%
BFM
1440
Boothbay Fund Management
New York
$677K -$3.3M -34,400 -83%
GWS
1441
Glassman Wealth Services
Virginia
$675K +$384 +4 +0.1%
AWA
1442
Alta Wealth Advisors
Massachusetts
$673K -$26.6K -277 -4%
TIM
1443
Tevis Investment Management
Texas
$671K +$1.73K +18 +0.3%
OCG
1444
Opus Capital Group
Ohio
$671K -$2.69K -28 -0.4%
AIA
1445
Allied Investment Advisors
Montana
$670K – – –
SIC
1446
Samalin Investment Counsel
New York
$670K -$384 -4 -0.1%
SFS
1447
Stiles Financial Services
Minnesota
$669K -$43.9K -457 -6%
PWAM
1448
Pinnacle West Asset Management
Wyoming
$668K +$31.2K +325 +5%
FC
1449
Financial Council
Maryland
$668K – – –
PBK
1450
Peoples Bank (Kansas)
Kansas
$668K -$10.6K -110 -2%
56 57
58
59 60