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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 %
DI
1701
Diligent Investors
California
$427K +$20.6K +215 +5%
PFP
1702
Paragon Financial Partners
California
$424K -$35.7K -372 -8%
VBCG
1703
Valley Brook Capital Group
Pennsylvania
$423K +$20.2K +210 +5%
NB
1704
Nicolet Bankshares
Wisconsin
$423K -$13.9K -145 -3%
SFG
1705
Sovereign Financial Group
Connecticut
$423K -$34.8K -362 -8%
CAM
1706
Cozad Asset Management
Illinois
$422K -$31.6K -329 -7%
OWA
1707
Octavia Wealth Advisors
Ohio
$421K +$189K +1,971 +82%
DWM
1708
Dechtman Wealth Management
Colorado
$420K +$2.3K +24 +0.6%
NCMW
1709
Northern Capital Management (Washington)
Washington
$419K – – –
MCWA
1710
Meadow Creek Wealth Advisors
Georgia
$419K +$419K +4,359 New
LWM
1711
Lakeridge Wealth Management
Ohio
$418K +$418K +4,354 New
SCA
1712
Scott Capital Advisors
Oregon
$418K +$480 +5 +0.1%
VCM
1713
Viewpoint Capital Management
Washington
$417K – – –
CAI
1714
Capital Advisors Inc
Oklahoma
$417K +$53K +552 +15%
CVA
1715
Central Valley Advisors
California
$417K +$417K +4,339 New
BEI
1716
Benjamin Edwards Inc
Missouri
$416K -$2.69K -28 -0.6%
WFI
1717
West Family Investments
California
$415K – – –
NSAM
1718
North Star Asset Management
Wisconsin
$413K -$2.88K -30 -0.7%
BWM
1719
Baron Wealth Management
Michigan
$412K +$4.71K +49 +1%
FNWA
1720
Financial Network Wealth Advisors
Utah
$412K +$412K +4,289 New
CFO
1721
CVA Family Office
Colorado
$411K +$20.8K +217 +5%
BSC
1722
Brown Shipley & Co
United Kingdom
$411K – – –
SIC
1723
SFE Investment Counsel
California
$410K -$17.3K -180 -4%
HH
1724
Hilltop Holdings
Texas
$409K -$65.1K -678 -14%
OC
1725
Oakworth Capital
Alabama
$408K +$33.6K +350 +9%
67 68
69
70 71