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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
LA
1751
Latitude Advisors
Florida
$389K -$21.3K -222 -5%
CWM
1752
Connecticut Wealth Management
Connecticut
$389K +$1.92K +20 +0.5%
MWM
1753
Mattern Wealth Management
Kansas
$387K +$8.55K +89 +2%
LWM
1754
LongView Wealth Management
Georgia
$386K +$386K +4,143 New
BAAM
1755
Baker Avenue Asset Management
California
$385K +$15.2K +158 +4%
1WM
1756
1858 Wealth Management
Ohio
$385K +$385K +4,006 New
QC
1757
Quent Capital
New York
$384K +$10.4K +108 +3%
MWA
1758
Monograph Wealth Advisors
California
$384K -$566K -5,900 -60%
Aristotle Capital Management
1759
Aristotle Capital Management
California
$384K
ACM
1760
Alta Capital Management
Utah
$384K
SC
1761
Summa Corp
Texas
$384K +$384K +4,000 New
NRC
1762
New Republic Capital
North Carolina
$384K +$384K +4,000 New
HGERS
1763
Householder Group Estate & Retirement Specialist
Arizona
$383K +$20.3K +211 +6%
CB
1764
Cadence Bank
Mississippi
$382K -$176K -1,828 -32%
RWA
1765
River Wealth Advisors
Pennsylvania
$379K +$32.7K +341 +9%
PFSC
1766
Peoples Financial Services Corp
Pennsylvania
$375K
GWM
1767
Gitterman Wealth Management
New Jersey
$374K -$28.8K -300 -7%
SW
1768
Solidarity Wealth
Utah
$373K -$1.66M -17,241 -82%
WH
1769
Willner & Heller
California
$373K +$373K +3,884 New
PP
1770
Pacifica Partners
Canada
$373K +$11.5K +120 +3%
LWM
1771
LJI Wealth Management
Indiana
$372K +$6.53K +68 +2%
AFA
1772
American Financial Advisors
Georgia
$372K -$16.9K -176 -4%
BIM
1773
Bridges Investment Management
Nebraska
$371K -$180K -1,874 -33%
WPC
1774
Waters Parkerson & Co
Louisiana
$371K +$19.2K +200 +5%
JMFC
1775
J.M. Forbes & Co
Massachusetts
$370K -$130K -1,350 -26%