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Starbucks
SBUX

Overview Fund Activity

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

Top Buyers

1
VCP
Varenne Capital Partners
France
+$204M
2
Citadel Advisors
Citadel Advisors
Florida
+$159M
3
M1FG
Mach-1 Financial Group
Arkansas
+$157M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$140M
5
Two Sigma Investments
Two Sigma Investments
New York
+$128M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$784M
2
Morgan Stanley
Morgan Stanley
New York
-$518M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$257M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$227M
5
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
1676
Ausdal Financial Partners
Iowa
$426K -$937 -9 -0.2%
BAAM
1677
Baker Avenue Asset Management
California
$426K +$68K +653 +19%
FPAS
1678
Focus Partners Advisor Solutions
Missouri
$424K -$372K -3,567 -47%
PMFA
1679
Plante Moran Financial Advisors
Michigan
$421K -$294K -2,826 -41%
FWA
1680
FSM Wealth Advisors
Ohio
$421K +$43.4K +417 +12%
WAG
1681
Wallace Advisory Group
California
$420K -$312 -3 -0.1%
CW
1682
Channel Wealth
California
$419K +$419K +4,027 New
CPWA
1683
Cerro Pacific Wealth Advisors
California
$419K -$6.67K -64 -2%
EFG
1684
Everhart Financial Group
Ohio
$418K +$34.2K +328 +9%
RP
1685
Rice Partnership
Hawaii
$418K -$115K -1,100 -22%
SF
1686
Symphony Financial
Texas
$417K -$22.3K -220 -5%
Aristotle Capital Management
1687
Aristotle Capital Management
California
$417K – – –
NPF
1688
Norris Perne & French
Michigan
$417K – – –
ACM
1689
Alta Capital Management
Utah
$417K – – –
WPW
1690
Watershed Private Wealth
Illinois
$416K +$6.35K +61 +2%
MMA
1691
Miracle Mile Advisors
California
$415K +$3.23K +31 +0.8%
GC
1692
Gilbert & Cook
Iowa
$411K +$411K +3,946 New
VCM
1693
Viewpoint Capital Management
Washington
$410K – – –
HPWM
1694
High Pines Wealth Management
Massachusetts
$410K +$937 +9 +0.2%
VC
1695
Veracity Capital
Georgia
$408K -$10.3K -99 -2%
DWP
1696
Daymark Wealth Partners
Ohio
$408K +$67.4K +647 +20%
WPC
1697
Waters Parkerson & Co
Louisiana
$408K – – –
AFA
1698
American Financial Advisors
Georgia
$407K +$21.2K +204 +6%
SP
1699
Successful Portfolios
Florida
$407K -$43.3K -416 -10%
QC
1700
Quent Capital
New York
$404K +$2.92K +28 +0.7%
66 67
68
69 70