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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 %
FFS
1526
Founders Financial Securities
Maryland
$586K +$21K +219 +4%
BDWCC
1527
B&D White Capital Company
Texas
$586K +$586K +6,100 New
SSWM
1528
Strait & Sound Wealth Management
California
$585K -$12.5K -136 -2%
FTWA
1529
Fifth Third Wealth Advisors
Ohio
$584K +$69.9K +728 +14%
AIA
1530
Alera Investment Advisors
Illinois
$583K -$11.6K -121 -2%
RFA
1531
ROI Financial Advisors
Oregon
$581K +$581K +6,050 New
EFMC
1532
Empire Financial Management Company
New York
$580K – – –
SWM
1533
Soundmark Wealth Management
Washington
$579K +$1.06K +11 +0.2%
PSP
1534
Principal Street Partners
Tennessee
$578K -$575K -5,992 -50%
FFM
1535
Forum Financial Management
Illinois
$577K -$65.6K -683 -10%
BC
1536
Belmont Capital
California
$575K -$182K -1,897 -24%
ANTB
1537
AMG National Trust Bank
Colorado
$575K -$53.2K -554 -8%
ILI
1538
Invesco LLC (Illinois)
Illinois
$573K +$48.1K +501 +9%
WKWM
1539
Walter & Keenan Wealth Management
Indiana
$569K – – –
FPWM
1540
FSB Premier Wealth Management
Iowa
$569K +$26.8K +279 +5%
WP
1541
WMS Partners
Maryland
$567K -$25.8K -269 -4%
CPC
1542
Cookson Peirce & Co
Pennsylvania
$567K +$52.2K +543 +10%
RW
1543
Rede Wealth
Virginia
$566K -$23.5K -245 -4%
CAM
1544
Cidel Asset Management
Ontario, Canada
$563K +$563K +5,860 New
BEAM
1545
Baker Ellis Asset Management
Washington
$563K – – –
BOSSRA
1546
B.O.S.S. Retirement Advisors
Utah
$560K +$2.21K +23 +0.4%
MCM
1547
Monument Capital Management
Virginia
$559K +$93.3K +972 +20%
LAM
1548
LECAP Asset Management
United Kingdom
$558K +$558K +5,814 New
SAM
1549
Strategy Asset Managers
California
$556K +$3.65K +38 +0.7%
FC
1550
Fulcrum Capital
Washington
$555K -$19.2K -200 -3%
60 61
62
63 64