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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
LSIA
1751
LaSalle St. Investment Advisors
Illinois
$374K +$374K +3,595 New
JMFC
1752
J.M. Forbes & Co
Massachusetts
$373K
SOW
1753
State of Wyoming
Wyoming
$372K +$178K +1,706 +91%
SL
1754
Sentry LLC
Tennessee
$370K +$370K +3,552 New
SAM
1755
SignalPoint Asset Management
Missouri
$369K -$20.6K -198 -5%
NAM
1756
NTV Asset Management
West Virginia
$369K +$208 +2 +0.1%
CCFM
1757
Clear Creek Financial Management
Washington
$369K +$55.5K +533 +18%
ATWA
1758
Arbor Trust Wealth Advisors
Michigan
$368K +$52.1K +500 +16%
BEC
1759
Blue Edge Capital
Virginia
$368K
SIC
1760
Sigma Investment Counselors
Michigan
$367K +$52.4K +503 +17%
APIM
1761
Agate Pass Investment Management
Washington
$367K -$31.2K -300 -8%
TCM
1762
True Capital Management
California
$366K +$66.6K +640 +22%
FIM
1763
Fernwood Investment Management
Massachusetts
$365K +$7.29K +70 +2%
SIM
1764
Studio Investment Management
Illinois
$365K -$168K -1,615 -32%
OFG
1765
Omega Financial Group
California
$364K
MFA
1766
Mayflower Financial Advisors
Massachusetts
$364K -$5.8K -61 -2%
RDWM
1767
Red Door Wealth Management
Tennessee
$364K +$364K +3,492 New
FBT
1768
First Bank & Trust
South Dakota
$361K
WPP
1769
Whalerock Point Partners
Rhode Island
$358K
CAMG
1770
CWA Asset Management Group
Florida
$357K +$72K +691 +25%
JSL
1771
JT Stratford LLC
Georgia
$357K -$90.1K -865 -20%
MCCA
1772
Mill Creek Capital Advisors
Pennsylvania
$357K -$2.81K -27 -0.8%
CF
1773
Copperwynd Financial
Arizona
$357K +$12K +115 +3%
DWM
1774
Destination Wealth Management
California
$357K +$3.44K +33 +1%
CIS
1775
Continental Investors Services
Washington
$355K +$208 +2 +0.1%