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Starbucks
SBUX

Overview Fund Activity

2,339 hedge funds and large institutions have $81B invested in Starbucks in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 921 increasing their positions, 984 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-21
Holders Change %
-0.89%
% of All Funds
36.89%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.65%
New
137
Increased
921
Reduced
984
Closed
141
Calls
$2.03B
Puts
$1.99B
Net Calls
+$32.7M
Net Calls Change
-$1.23B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$571M
2
BlackRock
BlackRock
New York
+$355M
3
Barclays
Barclays
United Kingdom
+$320M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$216M
5
CWP
Capital Wealth Planning
Florida
+$163M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$747M
2
Citadel Advisors
Citadel Advisors
Florida
-$307M
3
Bank of America
Bank of America
North Carolina
-$243M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$235M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVM
1501
Palogic Value Management
Texas
$585K +$38.5K +389 +7%
JWM
1502
Jeppson Wealth Management
California
$585K -$52K -525 -8%
IAS
1503
Insigneo Advisory Services
Florida
$584K +$70.4K +711 +14%
BOSSRA
1504
B.O.S.S. Retirement Advisors
Utah
$578K -$27.4K -277 -5%
MSR
1505
Main Street Research
Connecticut
$577K -$37.1K -375 -6%
SSWM
1506
Strait & Sound Wealth Management
California
$576K -$5.85K -59 -1%
SG
1507
StoneX Group
New York
$575K -$106K -1,066 -16%
DTC
1508
Davidson Trust Company
Washington
$572K +$164K +1,653 +40%
CCWM
1509
Cassaday & Co Wealth Management
Virginia
$571K -$5.65K -57 -1%
BLC
1510
Brown, Lisle/Cummings
Rhode Island
$570K – – –
BEAM
1511
Baker Ellis Asset Management
Washington
$570K -$25.3K -255 -4%
SCM
1512
Stordahl Capital Management
Colorado
$569K – – –
ERSOT
1513
Employees Retirement System of Texas
Texas
$568K +$568K +5,737 New
PWC
1514
PYA Waltman Capital
Tennessee
$565K +$132K +1,307 +30%
CB
1515
Cadence Bank
Mississippi
$562K +$7.43K +75 +1%
RIA
1516
Realta Investment Advisors
Delaware
$561K +$12.9K +130 +2%
AIA
1517
AIMZ Investment Advisors
California
$561K – – –
ST
1518
Spinnaker Trust
Maine
$560K +$39.6K +400 +8%
I
1519
InceptionR
California
$560K +$79.6K +804 +17%
CFG
1520
Cooper Financial Group
California
$559K +$13.4K +135 +2%
DJSG
1521
D.J. St. Germain
Massachusetts
$558K +$558K +5,630 New
HPM
1522
Hudson Portfolio Management
New York
$557K – – –
AF
1523
Aldebaran Financial
$557K -$278K -2,811 -33%
BA
1524
Ballast Advisors
Minnesota
$557K -$9.51K -96 -2%
CP
1525
Covenant Partners
Tennessee
$555K +$4.16K +42 +0.8%
59 60
61
62 63