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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 %
FHA
1526
Flagship Harbor Advisors
Massachusetts
$569K -$41.1K -395 -7%
LOAMU
1527
Lombard Odier Asset Management (USA)
New York
$569K +$569K +5,463 New
BW
1528
Bison Wealth
Georgia
$569K +$569K +5,382 New
CT
1529
Colonial Trust
South Carolina
$567K +$225K +2,165 +66%
FMLI
1530
Fukoku Mutual Life Insurance
Japan
$566K -$108K -1,040 -16%
SAM
1531
Sompo Asset Management
Japan
$566K -$12.5K -120 -2%
TC
1532
Tacita Capital
Ontario, Canada
$566K -$7.81K -75 -1%
PP
1533
Patten & Patten
Tennessee
$564K
GCS
1534
Gordian Capital (Singapore)
Singapore
$564K -$214K -2,050 -28%
PWP
1535
Pursue Wealth Partners
California
$561K +$102K +983 +22%
DLCIG
1536
D.L. Carlson Investment Group
New Hampshire
$559K -$13K -125 -2%
DC
1537
DeDora Capital
California
$557K -$8.75K -84 -2%
CHC
1538
City Holding Co
West Virginia
$557K +$450K +4,318 +418%
ISL
1539
Ingalls & Snyder LLC
New York
$556K +$99.9K +960 +22%
FWM
1540
Forza Wealth Management
Florida
$556K
RWM
1541
RBA Wealth Management
California
$554K
RCM
1542
Radnor Capital Management
Pennsylvania
$552K +$18.7K +180 +4%
MIC
1543
Meridian Investment Counsel
California
$552K
MSFS
1544
Main Street Financial Solutions
Pennsylvania
$551K -$36.8K -353 -6%
FCB
1545
First Command Bank
Texas
$549K -$33.8K -325 -6%
FCFS
1546
First Command Financial Services
Texas
$549K -$33.8K -325 -6%
TIA
1547
Tiemann Investment Advisors
California
$548K -$19.3K -185 -3%
FPWM
1548
FSB Premier Wealth Management
Iowa
$548K +$139K +1,337 +34%
FHC
1549
First Heartland Consultants
Missouri
$548K +$9.27K +89 +2%
CSB
1550
City State Bank
Iowa
$547K -$26K -250 -5%