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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 %
RCWM
1851
Royal Capital Wealth Management
Indiana
$302K
STCOSD
1852
Sageworth Trust Company of South Dakota
South Dakota
$302K
PPW
1853
Presilium Private Wealth
Pennsylvania
$302K +$33.1K +318 +12%
DWM
1854
Drive Wealth Management
Utah
$302K -$15.6K -150 -5%
LHC
1855
Little House Capital
Massachusetts
$302K -$543K -5,215 -64%
OWM
1856
Opes Wealth Management
California
$301K +$2.71K +26 +0.9%
PSIWM
1857
Paradigm Strategies in Wealth Management
Minnesota
$301K
IP
1858
Investment Partners
Ohio
$301K -$113K -1,081 -27%
SPWM
1859
Schrum Private Wealth Management
Florida
$301K
BWM
1860
Baystate Wealth Management
Massachusetts
$301K +$24.5K +235 +9%
AAS
1861
Annex Advisory Services
Wisconsin
$301K -$7.71K -74 -2%
AWAP
1862
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$301K -$417 -4 -0.1%
ZAM
1863
Zevin Asset Management
Massachusetts
$300K -$23.4K -225 -7%
SWA
1864
ShankerValleau Wealth Advisors
Illinois
$300K
PWA
1865
Physician Wealth Advisors
Utah
$300K +$107 +1 +0%
KCM
1866
Kanawha Capital Management
Virginia
$299K -$17.5K -168 -6%
BC
1867
Burney Company
Virginia
$298K -$59K -567 -17%
IAG
1868
Investment Advisory Group
Massachusetts
$297K +$15.2K +146 +5%
APW
1869
Axim Planning & Wealth
Ohio
$297K
SOS
1870
Silver Oak Securities
Tennessee
$297K +$50.1K +481 +20%
HFS
1871
Hantz Financial Services
Michigan
$297K +$56.7K +545 +24%
SRC
1872
Sage Rhino Capital
California
$295K -$41.4K -398 -12%
DWM
1873
Darwin Wealth Management
Florida
$295K +$1.08K +10 +0.4%
SG
1874
Stonnington Group
California
$295K +$107 +1 +0%
DWA
1875
Dougherty Wealth Advisers
Minnesota
$295K