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 %
GC
1701
Gratus Capital
Georgia
$388K -$46.9K -473 -11%
CW
1702
Channel Wealth
California
$388K -$10.9K -110 -3%
BS
1703
Bessemer Securities
New York
$388K -$44.5K -450 -10%
WPC
1704
Waters Parkerson & Co
Louisiana
$388K – – –
SFG
1705
Summit Financial Group
West Virginia
$388K -$49.5K -500 -11%
WW
1706
Waterfront Wealth
Kansas
$387K – – –
VAM
1707
Verity Asset Management
North Carolina
$386K -$431K -4,354 -53%
LP
1708
LGL Partners
Pennsylvania
$386K -$61.8K -624 -14%
JBA
1709
Johnson Bixby & Associates
Washington
$384K +$2.97K +30 +0.8%
LMKC
1710
L.M. Kohn & Company
Ohio
$383K +$2.08K +21 +0.5%
BFA
1711
BMS Financial Advisors
South Dakota
$383K -$123K -1,240 -24%
JMFC
1712
J.M. Forbes & Co
Massachusetts
$382K +$27K +272 +8%
BAAM
1713
Baker Avenue Asset Management
California
$382K -$23.2K -234 -6%
FFA
1714
Farther Finance Advisors
California
$382K +$5.15K +52 +1%
EP
1715
EPIQ Partners
Minnesota
$380K -$74.9K -756 -16%
ZF
1716
Zhang Financial
Michigan
$379K -$39.8K -402 -9%
OC
1717
Oakworth Capital
Alabama
$379K -$39.3K -397 -9%
FTWA
1718
Fifth Third Wealth Advisors
Ohio
$378K +$3.07K +31 +0.8%
IA
1719
Insight Advisors
Pennsylvania
$378K -$101K -1,020 -21%
LFA
1720
Lauterbach Financial Advisors
Texas
$377K – – –
CWP
1721
Core Wealth Partners
California
$377K – – –
RWA
1722
River Wealth Advisors
Pennsylvania
$376K -$6.64K -67 -2%
GWM
1723
GSB Wealth Management
Connecticut
$376K +$15.8K +160 +4%
GA
1724
Geller Advisors
New York
$376K +$376K +3,799 New
AC
1725
Allstate Corporation
Illinois
$376K +$594 +6 +0.2%
67 68
69
70 71