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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 %
SWA
1451
Stratos Wealth Advisors
Ohio
$669K -$87.3K -838 -12%
MWM
1452
Modera Wealth Management
New Jersey
$668K +$120K +1,152 +22%
AWAU
1453
Alliance Wealth Advisors (Utah)
Utah
$667K +$10.4K +100 +2%
BWP
1454
BSW Wealth Partners
Colorado
$665K -$408K -3,916 -38%
SMA
1455
Sage Mountain Advisors
Georgia
$662K +$436K +4,190 +193%
TFGT
1456
TS Financial Group (TSFG)
Illinois
$657K +$1.35K +13 +0.2%
RIA
1457
Regal Investment Advisors
Michigan
$657K +$88.3K +848 +16%
CFP
1458
Catalyst Financial Partners
Massachusetts
$656K +$367K +3,523 +127%
GC
1459
Giverny Capital
Quebec, Canada
$652K
CRC
1460
Curi RMB Capital
Illinois
$652K -$160K -1,533 -20%
NERM
1461
New England Research & Management
Illinois
$650K
TFA
1462
Triad Financial Advisors
North Carolina
$649K -$208K -1,999 -24%
FCP
1463
Fidelis Capital Partners
Florida
$648K +$648K +6,045 New
MSR
1464
Main Street Research
Connecticut
$646K +$37.6K +361 +6%
WIM
1465
WealthPlan Investment Management
Nebraska
$645K -$359K -3,445 -36%
PWAM
1466
Pinnacle West Asset Management
Wyoming
$643K +$643K +6,175 New
BFC
1467
Bedel Financial Consulting
Indiana
$642K -$4.06K -39 -0.6%
V
1468
ViaWealth
Kansas
$641K -$71.4K -686 -10%
LCS
1469
Levin Capital Strategies
New York
$638K
RFN
1470
RDA Financial Network
Iowa
$638K +$29.5K +283 +5%
BFG
1471
Berger Financial Group
Minnesota
$637K +$5.1K +49 +0.8%
NFA
1472
Northern Financial Advisors
Michigan
$637K -$11.8K -113 -2%
BOSSRA
1473
B.O.S.S. Retirement Advisors
Utah
$637K -$454K -4,363 -42%
WP
1474
WMS Partners
Maryland
$636K -$71.1K -683 -10%
EF
1475
Empowered Funds
Pennsylvania
$636K +$203K +1,954 +47%