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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
1851
Petrus Trust Company
Texas
$295K +$295K +2,976 New
FG
1852
Foster Group
Iowa
$294K +$6.54K +66 +2%
PWA
1853
Physician Wealth Advisors
Utah
$293K +$15.9K +160 +6%
SRC
1854
Sage Rhino Capital
California
$293K +$11.7K +118 +4%
RW
1855
REDW Wealth
New Mexico
$291K -$41.7K -421 -13%
FANJ
1856
Financial Architects (New Jersey)
New Jersey
$290K +$14.7K +148 +5%
SFP
1857
Strategic Financial Partners
Oregon
$290K
B
1858
BetterWealth
California
$290K
HC
1859
Hendley & Co
Ohio
$289K -$9.9K -100 -3%
HA
1860
Hofer & Associates
California
$288K -$3.17K -32 -1%
RCWM
1861
Royal Capital Wealth Management
Indiana
$287K
STCOSD
1862
Sageworth Trust Company of South Dakota
South Dakota
$287K
LAM
1863
L2 Asset Management
Massachusetts
$287K +$23.3K +235 +9%
GCP
1864
Garda Capital Partners
Minnesota
$287K +$287K +2,894 New
PSIWM
1865
Paradigm Strategies in Wealth Management
Minnesota
$287K
NAM
1866
NTV Asset Management
West Virginia
$287K -$64.2K -648 -18%
SPWM
1867
Schrum Private Wealth Management
Florida
$286K
AWAP
1868
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$286K
SWA
1869
ShankerValleau Wealth Advisors
Illinois
$285K
ZAM
1870
Zevin Asset Management
Massachusetts
$285K
BC
1871
Burney Company
Virginia
$284K
PNC
1872
Park National Corp
Ohio
$284K -$8.42K -85 -3%
APW
1873
Axim Planning & Wealth
Ohio
$283K
EVM
1874
Evelyn V. Moreno
$282K -$14.9K -150 -5%
CFS
1875
CGC Financial Services
Oregon
$282K +$282K +2,842 New