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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 %
BI
1901
Ballast Inc
Kentucky
$283K -$44.4K -426 -14%
CMA
1902
Cedar Mountain Advisors
Oregon
$283K +$6.35K +61 +2%
BWP
1903
Balboa Wealth Partners
Arizona
$282K -$61.2K -588 -18%
ESB
1904
Essex Savings Bank
Connecticut
$282K +$1.35K +13 +0.5%
PWMG
1905
Prestige Wealth Management Group
New Jersey
$282K -$432K -4,151 -61%
OHWP
1906
Oak Harbor Wealth Partners
North Carolina
$281K +$281K +2,701 New
CCM
1907
Carlson Capital Management
Minnesota
$281K +$208 +2 +0.1%
PCMC
1908
Private Capital Management (Colorado)
Colorado
$281K +$21.8K +209 +8%
LCM
1909
Lewis Capital Management
California
$280K
CCA
1910
Cora Capital Advisors
New Jersey
$280K -$15.8K -152 -5%
SCA
1911
Stuart Chaussee & Associates
California
$280K
WSC
1912
Wellington Shields & Co
New York
$278K +$146K +1,400 +111%
AWAG
1913
ARS Wealth Advisors Group
Florida
$277K +$277K +2,663 New
LAM
1914
L2 Asset Management
Massachusetts
$277K +$11.9K +114 +4%
FAT
1915
First American Trust
California
$277K +$1.04K +10 +0.4%
LCM
1916
Liberty Capital Management
Michigan
$277K
CWM
1917
Centurion Wealth Management
Virginia
$276K +$49.1K +472 +22%
JFA
1918
JNBA Financial Advisors
Minnesota
$274K +$5.83K +56 +2%
AWM
1919
Avaii Wealth Management
Wisconsin
$274K +$274K +2,633 New
FTC
1920
Farmers Trust Company
Ohio
$273K -$625 -6 -0.2%
FPCP
1921
Fort Point Capital Partners
California
$272K +$6.35K +61 +2%
EWA
1922
EP Wealth Advisors
California
$271K -$140M -535,093 -100%
AM
1923
Atwater Malick
Pennsylvania
$271K
AWM
1924
AllSquare Wealth Management
New York
$271K
IDBONY
1925
Israel Discount Bank of New York
New York
$271K