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Starbucks

2,262 hedge funds and large institutions have $71.2B invested in Starbucks in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 945 increasing their positions, 956 reducing their positions, and 264 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,262
Holders Change
-138
Holders Change %
-5.75%
% of All Funds
35.8%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.59%
New
153
Increased
945
Reduced
956
Closed
264
Calls
$1.8B
Puts
$2.34B
Net Calls
-$540M
Net Calls Change
+$903M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
1876
ShankerValleau Wealth Advisors
Illinois
$262K
IP
1877
Ignite Planners
California
$261K -$62.2K -800 -19%
AWG
1878
Altus Wealth Group
Colorado
$261K -$8.55K -94 -3%
MPW
1879
Monterey Private Wealth
California
$261K +$91 +1 +0%
CC
1880
Copperleaf Capital
North Carolina
$261K +$11.8K +130 +5%
EWA
1881
EverSource Wealth Advisors
Alabama
$260K -$62K -680 -19%
NRS
1882
Neville Rodie & Shaw
New York
$260K -$27.4K -300 -10%
WOC
1883
West Oak Capital
California
$259K
WDG
1884
Wealth Dimensions Group
Ohio
$259K +$3.1K +34 +1%
ML
1885
McAdam LLC
Pennsylvania
$259K +$11.5K +126 +5%
KCM
1886
Kanawha Capital Management
Virginia
$258K -$2K -22 -0.8%
DWA
1887
Dougherty Wealth Advisers
Minnesota
$258K
PIM
1888
Penobscot Investment Management
Massachusetts
$257K
CWM
1889
Curi Wealth Management
North Carolina
$257K +$43.1K +474 +20%
ACM
1890
Advance Capital Management
Michigan
$257K +$257K +2,830 New
SCM
1891
Stonehearth Capital Management
Massachusetts
$256K
MS
1892
Mizuho Securities
Japan
$256K +$251K +2,760 +4,929%
RTS
1893
Round Table Services
New Jersey
$255K
SQA
1894
Simon Quick Advisors
New Jersey
$255K +$1.64K +18 +0.6%
FCA
1895
FinTrust Capital Advisors
South Carolina
$254K -$503K -5,546 -66%
VIM
1896
VELA Investment Management
Ohio
$254K
ZIC
1897
ZWJ Investment Counsel
Georgia
$254K
CFS
1898
CRA Financial Services
New Jersey
$253K -$17K -187 -6%
CCG
1899
Ceeto Capital Group
Florida
$253K +$455 +5 +0.2%
OR
1900
Olympiad Research
Connecticut
$253K +$98.1K +1,080 +63%