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Starbucks

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
1476
Giverny Capital
Quebec, Canada
$567K
AFG
1477
ABLE Financial Group
Arizona
$566K -$508K -5,565 -47%
KWM
1478
Keebeck Wealth Management
Illinois
$566K +$10.9K +119 +2%
NICM
1479
Neo Ivy Capital Management
New York
$566K +$566K +6,204 New
WIM
1480
WealthPlan Investment Management
Nebraska
$566K +$103K +1,126 +22%
AIA
1481
Alera Investment Advisors
Illinois
$565K -$2.37K -26 -0.4%
PP
1482
PDS Planning
Ohio
$565K -$3.29K -36 -0.6%
SGK
1483
Steigerwald Gordon & Koch
Virginia
$565K +$13.1K +143 +2%
WP
1484
WMS Partners
Maryland
$564K +$9.04K +99 +2%
BFG
1485
Berger Financial Group
Minnesota
$563K -$13.2K -145 -2%
RW
1486
Rede Wealth
Virginia
$560K -$40.5K -444 -7%
JSC
1487
Jackson Square Capital
California
$560K +$195K +2,135 +53%
LCS
1488
Levin Capital Strategies
New York
$559K
IGWM
1489
ICA Group Wealth Management
Colorado
$556K +$71.6K +785 +15%
WQ
1490
Wealth Quarterback
New Jersey
$555K +$555K +6,083 New
PP
1491
Patten & Patten
Tennessee
$553K -$21.2K -232 -4%
SAG
1492
SageView Advisory Group
California
$553K -$952K -10,428 -63%
EFMC
1493
Empire Financial Management Company
New York
$552K
PCS
1494
Personal CFO Solutions
New Jersey
$550K +$134K +1,468 +32%
FFP
1495
FourThought Financial Partners
Florida
$550K -$17.2K -188 -3%
SWM
1496
Soundmark Wealth Management
Washington
$549K -$5.93K -65 -1%
MPI
1497
Mairs & Power Inc
Minnesota
$549K -$82.5K -904 -13%
FC
1498
Fulcrum Capital
Washington
$546K -$27.4K -300 -5%
PVM
1499
Palogic Value Management
Texas
$546K +$6.57K +72 +1%
DA
1500
Doliver Advisors
Texas
$545K -$31K -340 -5%