SBUX icon

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 %
IGWM
1551
ICA Group Wealth Management
Colorado
$525K +$80.7K +815 +18%
MIC
1552
Meridian Investment Counsel
California
$525K – – –
AWS
1553
Aspen Wealth Strategies
Colorado
$523K -$18.5K -187 -3%
MSFS
1554
Main Street Financial Solutions
Pennsylvania
$523K -$1.39K -14 -0.3%
NB
1555
Nicolet Bankshares
Wisconsin
$522K -$30.3K -306 -5%
CAM
1556
Cozad Asset Management
Illinois
$521K +$1.29K +13 +0.2%
FCFS
1557
First Command Financial Services
Texas
$521K -$1.29K -13 -0.2%
FCB
1558
First Command Bank
Texas
$521K -$1.29K -13 -0.2%
FHA
1559
Flagship Harbor Advisors
Massachusetts
$520K -$21.7K -219 -4%
SCG
1560
Sonata Capital Group
Washington
$519K -$24.8K -250 -5%
CWS
1561
Cypress Wealth Services
California
$518K +$98.6K +977 +24%
MKA
1562
M. Kulyk & Associates
Georgia
$518K – – –
FHC
1563
First Heartland Consultants
Missouri
$517K -$4.16K -42 -0.8%
NHC
1564
Nicholas Hoffman & Company
Georgia
$517K +$99 +1 +0%
DDPIC
1565
Deroy & Devereaux Private Investment Counsel
Michigan
$516K +$516K +5,212 New
CWM
1566
Cornerstone Wealth Management
Missouri
$514K -$54.2K -547 -10%
CCI
1567
Credit Capital Investments
New Jersey
$512K +$512K +5,167 New
Nomura Holdings
1568
Nomura Holdings
Japan
$510K -$10.7M -108,249 -95%
HGWM
1569
Horst & Graben Wealth Management
Oregon
$508K +$2.68K +27 +0.5%
WP
1570
Westmount Partners
California
$506K +$1.19K +12 +0.2%
QP
1571
Quilter Plc
United Kingdom
$506K +$298K +300 +143%
JLBC
1572
J.L. Bainbridge & Co
Florida
$506K – – –
HRC
1573
Hoertkorn Richard Charles
$505K – – –
WIM
1574
WealthPlan Investment Management
Nebraska
$503K -$111K -1,124 -18%
ESCM
1575
Echo Street Capital Management
New York
$501K -$215K -2,169 -30%
61 62
63
64 65