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Starbucks
SBUX

Overview Fund Activity

2,445 hedge funds and large institutions have $80.7B invested in Starbucks in 2023 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 966 increasing their positions, 940 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+153
Holders Change %
+6.68%
% of All Funds
35.84%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.62%
New
302
Increased
966
Reduced
940
Closed
109
Calls
$2.05B
Puts
$1.9B
Net Calls
+$152M
Net Calls Change
-$68.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.28B
2
Renaissance Technologies
Renaissance Technologies
New York
+$375M
3
Barclays
Barclays
United Kingdom
+$291M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$258M
5
Amundi
Amundi
France
+$215M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$104B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.38B
3
Bank of America
Bank of America
North Carolina
-$689M
4
Citadel Advisors
Citadel Advisors
Florida
-$385M
5
Two Sigma Investments
Two Sigma Investments
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
1876
Integrated Investment Consultants
Michigan
$311K -$1.15K -12 -0.4%
MM
1877
MQS Management
New York
$310K +$310K +3,229 New
OFS
1878
Orrstown Financial Services
Pennsylvania
$310K +$310K +3,228 New
AT
1879
Avalon Trust
New Mexico
$309K +$30.3K +316 +11%
EIP
1880
Ellis Investment Partners
Pennsylvania
$308K +$480 +5 +0.2%
AA
1881
Alta Advisers
United Kingdom
$307K – – –
IP
1882
Investment Partners
Ohio
$307K -$26.6K -277 -8%
LIM
1883
Leavell Investment Management
Alabama
$306K +$7.21K +75 +2%
ANBT
1884
American National Bank & Trust
Texas
$306K +$5.28K +55 +2%
OWA
1885
ORBA Wealth Advisors
Illinois
$306K +$306K +3,185 New
NQWM
1886
Northwest Quadrant Wealth Management
Oregon
$304K +$304K +3,171 New
MHR
1887
Matthew Hamilton Rosenberg
$304K +$14.9K +155 +5%
RWA
1888
Redhawk Wealth Advisors
Minnesota
$304K +$74.6K +777 +33%
PFA
1889
Petra Financial Advisors
Colorado
$303K -$63.4K -660 -17%
ITIM
1890
Indiana Trust & Investment Management
Indiana
$302K – – –
SHFA
1891
SC&H Financial Advisors
Maryland
$302K +$480 +5 +0.2%
AR
1892
Apeiron RIA
Texas
$300K +$36.7K +382 +14%
NFSG
1893
Newbridge Financial Services Group
Florida
$299K -$47.4K -494 -14%
CCWM
1894
Correct Capital Wealth Management
Missouri
$298K +$298K +3,108 New
WA
1895
Wealthstream Advisors
New York
$298K +$298K +3,103 New
NAS
1896
Nicolet Advisory Services
Wisconsin
$298K -$291K -3,129 -49%
CFS
1897
CRA Financial Services
New Jersey
$297K -$10.1K -105 -3%
CFS
1898
Commonwealth Financial Services
West Virginia
$297K -$14.2K -148 -5%
WA
1899
Waddell & Associates
Tennessee
$296K -$2.69K -28 -0.9%
SA
1900
Strategic Advisors
New York
$296K -$133K -1,386 -31%
74 75
76
77 78