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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 %
AOWM
1826
Alpha Omega Wealth Management
Virginia
$318K -$23.5K -226 -7%
SSW
1827
Smith Shellnut Wilson
Mississippi
$317K -$1.04K -10 -0.3%
TWP
1828
Tempus Wealth Planning
California
$317K -$5.21K -50 -2%
MFT
1829
Moisand Fitzgerald Tamayo
Florida
$316K
AIS
1830
AM Investment Strategies
Tennessee
$316K +$417 +4 +0.1%
AO
1831
Advisor OS
Illinois
$316K +$50.8K +488 +19%
HC
1832
Hendley & Co
Ohio
$314K -$41.6K -400 -12%
PAMG
1833
Patton Albertson Miller Group
Tennessee
$312K -$44.3K -425 -12%
EVM
1834
Evelyn V. Moreno
$312K
ITIM
1835
Indiana Trust & Investment Management
Indiana
$309K
BONH
1836
Bank of New Hampshire
New Hampshire
$308K -$20.5K -197 -6%
LWA
1837
Lineweaver Wealth Advisors
Ohio
$307K -$10.3K -99 -3%
AT
1838
Avalon Trust
New Mexico
$307K +$307K +2,950 New
PNC
1839
Park National Corp
Ohio
$307K +$8.44K +81 +3%
PIA
1840
Pinion Investment Advisors
Kansas
$306K -$89.1K -855 -23%
OCPWS
1841
One Charles Private Wealth Services
Massachusetts
$305K +$104 +1 +0%
AWM
1842
Angeles Wealth Management
California
$305K +$7.81K +75 +3%
SFP
1843
Strategic Financial Partners
Oregon
$305K
B
1844
BetterWealth
California
$305K
JAG
1845
Journey Advisory Group
Kentucky
$305K -$21.1K -203 -6%
TWM
1846
Trevian Wealth Management
Massachusetts
$304K +$6.26K +60 +2%
OLVIG
1847
Oliver Lagore Vanvalin Investment Group
Michigan
$303K +$78.7K +756 +35%
CWM
1848
Centric Wealth Management
Illinois
$303K -$5.52K -53 -2%
FG
1849
Foster Group
Iowa
$302K -$11.9K -114 -4%
KFI
1850
Key Financial Inc
Pennsylvania
$302K