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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 %
TFA
1501
Transamerica Financial Advisors
Florida
$612K -$388K -4,039 -39%
OA
1502
Oxbow Advisors
Texas
$611K -$3.26K -34 -0.5%
BWM
1503
Blossom Wealth Management
California
$611K -$6.05K -63 -1%
YDMI
1504
Y.D. More Investments
Israel
$609K +$203K +2,118 +50%
TC
1505
Trust Company
Kansas
$607K +$92.7K +965 +18%
RC
1506
Roundview Capital
New Jersey
$606K -$1.15M -11,957 -65%
HL
1507
HeadInvest LLC
Maine
$603K +$96 +1 +0%
SW
1508
Simplicity Wealth
New Jersey
$602K +$602K +6,272 New
JCM
1509
Jag Capital Management
Missouri
$600K -$1.49M -15,502 -71%
APA
1510
Astoria Portfolio Advisors
New York
$599K -$109K -1,143 -15%
GC
1511
GFG Capital
Florida
$599K -$1.63K -17 -0.3%
NHC
1512
Nicholas Hoffman & Company
Georgia
$599K +$82.4K +858 +16%
PP
1513
PDS Planning
Ohio
$598K +$3.26K +34 +0.5%
SIC
1514
Salem Investment Counselors
North Carolina
$597K – – –
ACMA
1515
Arbor Capital Management (Alaska)
Alaska
$597K -$28K -300 -4%
GC
1516
Giverny Capital
Quebec, Canada
$597K – – –
KWM
1517
Keebeck Wealth Management
Illinois
$596K +$96 +1 +0%
WIM
1518
WealthPlan Investment Management
Nebraska
$595K +$288 +3 +0%
LRIA
1519
Leonard Rickey Investment Advisors
Washington
$595K +$139K +1,453 +31%
TFGT
1520
TS Financial Group (TSFG)
Illinois
$595K -$13.1K -137 -2%
HPC
1521
HM Payson & Co
Maine
$592K -$24K -250 -4%
AFG
1522
Atomi Financial Group
New York
$590K +$313K +3,256 +113%
PP
1523
Patten & Patten
Tennessee
$589K +$7.01K +73 +1%
BFG
1524
Berger Financial Group
Minnesota
$588K -$3.74K -39 -0.6%
JSC
1525
Jackson Square Capital
California
$588K -$1.73K -18 -0.3%
59 60
61
62 63