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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 %
HI
1476
Horizon Investments
North Carolina
$634K +$45.5K +439 +8%
PIA
1477
Perennial Investment Advisors
California
$634K +$114K +1,094 +22%
KWM
1478
Keebeck Wealth Management
Illinois
$634K -$1.04K -10 -0.2%
RWPA
1479
Richard W. Paul & Associates
Michigan
$631K -$53K -509 -8%
AIA
1480
Alera Investment Advisors
Illinois
$630K +$4.69K +45 +0.7%
NAS
1481
Nicolet Advisory Services
Wisconsin
$630K +$21.5K +205 +4%
SGK
1482
Steigerwald Gordon & Koch
Virginia
$630K +$10.9K +105 +2%
EFMC
1483
Empire Financial Management Company
New York
$629K +$629K +6,042 New
BWM
1484
Blossom Wealth Management
California
$627K +$16.1K +155 +3%
EP
1485
Eudaimonia Partners
Tennessee
$627K +$7.91K +76 +1%
PWAG
1486
Polaris Wealth Advisory Group
California
$627K +$18.1K +174 +3%
MBT
1487
Montecito Bank & Trust
California
$626K -$57.8K -555 -8%
BEAM
1488
Baker Ellis Asset Management
Washington
$625K -$1.04K -10 -0.2%
SWM
1489
Soundmark Wealth Management
Washington
$625K +$1.04K +10 +0.2%
BOPW
1490
Brandywine Oak Private Wealth
Pennsylvania
$624K -$4.37K -42 -0.7%
PSP
1491
Principal Street Partners
Tennessee
$623K -$577K -5,539 -48%
GWS
1492
Glassman Wealth Services
Virginia
$621K -$57K -547 -8%
GC
1493
GFG Capital
Florida
$621K
CBT
1494
CoreFirst Bank & Trust
Kansas
$621K +$14.7K +141 +2%
PP
1495
PDS Planning
Ohio
$616K +$187K +1,796 +44%
PWPS
1496
Pinnacle Wealth Planning Services
Ohio
$613K +$1.25K +12 +0.2%
BC
1497
Belmont Capital
California
$612K
SSWM
1498
Strait & Sound Wealth Management
California
$611K +$10.2K +98 +2%
VCM
1499
Virtue Capital Management
Tennessee
$611K +$3.12K +28 +0.5%
CCWM
1500
Cassaday & Co Wealth Management
Virginia
$606K -$47.5K -456 -7%