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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 %
FP
1801
Foundry Partners
Minnesota
$327K – – –
RTC
1802
Riverview Trust Company
Washington
$326K – – –
RWI
1803
Red Wave Investments
Pennsylvania
$326K +$12.6K +127 +4%
RZH
1804
Relyea Zuckerberg Hanson
Connecticut
$325K -$5.55K -56 -2%
SAG
1805
Spotlight Asset Group
Illinois
$324K -$225K -2,276 -41%
AT
1806
Avalon Trust
New Mexico
$322K +$29.7K +300 +10%
FSA
1807
Fort Sheridan Advisors
Illinois
$321K – – –
FCFC
1808
First Commonwealth Financial Corp
Pennsylvania
$320K +$7.73K +78 +2%
WIC
1809
Woodmont Investment Counsel
Tennessee
$320K +$320K +3,229 New
ANBT
1810
American National Bank & Trust
Texas
$320K -$1.88K -19 -0.6%
PIA
1811
Pinion Investment Advisors
Kansas
$320K +$29K +293 +10%
WCWM
1812
Willow Creek Wealth Management
California
$318K -$16.6K -168 -5%
GA
1813
GraniteShares Advisors
New York
$318K -$13.8K -139 -4%
C
1814
Certuity
Florida
$318K +$396 +4 +0.1%
AA
1815
Alta Advisers
United Kingdom
$317K – – –
EIP
1816
Ellis Investment Partners
Pennsylvania
$317K -$20.6K -208 -6%
SIC
1817
Sigma Investment Counselors
Michigan
$317K -$32.8K -331 -9%
AWM
1818
Angeles Wealth Management
California
$316K +$26.4K +267 +9%
GCA
1819
Gradient Capital Advisors
California
$316K +$7.03K +71 +2%
SA
1820
Strategic Advisors
New York
$314K – – –
LA
1821
LVW Advisors
New York
$312K -$252K -2,545 -45%
WA
1822
Waddell & Associates
Tennessee
$312K +$312K +3,150 New
PFA
1823
Petra Financial Advisors
Colorado
$312K -$57.1K -576 -15%
ITIM
1824
Indiana Trust & Investment Management
Indiana
$312K +$17.3K +175 +6%
SHFA
1825
SC&H Financial Advisors
Maryland
$310K +$495 +5 +0.2%
71 72
73
74 75