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Starbucks

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
1876
ShankerValleau Wealth Advisors
Illinois
$263K
CT
1877
Colonial Trust
South Carolina
$261K +$11.3K +124 +5%
ZAM
1878
Zevin Asset Management
Massachusetts
$261K -$2.29K -25 -0.9%
RA
1879
Rational Advisors
New York
$261K +$68.6K +752 +36%
BC
1880
Burney Company
Virginia
$261K -$730 -8 -0.3%
FG
1881
Foster Group
Iowa
$260K -$10.7K -117 -4%
EVM
1882
Evelyn V. Moreno
$260K
FCA
1883
FinTrust Capital Advisors
South Carolina
$259K -$46.5K -509 -15%
WIC
1884
Woodmont Investment Counsel
Tennessee
$259K -$36.1K -395 -12%
PNC
1885
Park National Corp
Ohio
$259K -$2.65K -29 -1%
CWM
1886
Centric Wealth Management
Illinois
$258K +$183 +2 +0.1%
DWA
1887
Dougherty Wealth Advisers
Minnesota
$258K
EB
1888
Eastern Bank
Massachusetts
$258K -$23.5K -257 -8%
BONH
1889
Bank of New Hampshire
New Hampshire
$257K -$913 -10 -0.4%
FPCP
1890
Fort Point Capital Partners
California
$257K +$10K +110 +4%
SCM
1891
Stonehearth Capital Management
Massachusetts
$257K
BS
1892
Bessemer Securities
New York
$257K -$100K -1,100 -28%
CFS
1893
CGC Financial Services
Oregon
$257K -$2.74K -30 -1%
FP
1894
Foundry Partners
Minnesota
$256K -$44.7K -490 -15%
G
1895
GenTrust
Florida
$256K
VWMG
1896
Virginia Wealth Management Group
Virginia
$255K +$1.46K +16 +0.6%
CPRC
1897
Consolidated Portfolio Review Corp
New York
$255K +$15.7K +172 +7%
IAG
1898
Investment Advisory Group
Massachusetts
$255K +$2.19K +24 +0.9%
HC
1899
Hendley & Co
Ohio
$253K -$13.7K -150 -5%
OCPWS
1900
One Charles Private Wealth Services
Massachusetts
$252K -$1.83K -20 -0.7%