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SBUX

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$571M
2
BlackRock
BlackRock
New York
+$355M
3
Barclays
Barclays
United Kingdom
+$320M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$216M
5
CWP
Capital Wealth Planning
Florida
+$163M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$747M
2
Citadel Advisors
Citadel Advisors
Florida
-$307M
3
Bank of America
Bank of America
North Carolina
-$243M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$235M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
1901
Penobscot Investment Management
Massachusetts
$270K – – –
THWM
1902
Taylor Hoffman Wealth Management
Virginia
$270K – – –
HNWAG
1903
High Net Worth Advisory Group
Florida
$270K -$198 -2 -0.1%
CMA
1904
Cedar Mountain Advisors
Oregon
$270K +$1.19K +12 +0.4%
BHC
1905
Bowen Hanes & Co
Florida
$270K – – –
CWC
1906
Carolinas Wealth Consulting
North Carolina
$269K -$58.6K -592 -18%
RFN
1907
Redwood Financial Network
Ohio
$269K -$1.88K -19 -0.7%
SOS
1908
Silver Oak Securities
Tennessee
$269K -$13.1K -132 -5%
BI
1909
Ballast Inc
Kentucky
$269K – – –
FPCP
1910
Fort Point Capital Partners
California
$268K +$10K +101 +4%
DWM
1911
Drive Wealth Management
Utah
$268K -$19.2K -194 -7%
OHWP
1912
Oak Harbor Wealth Partners
North Carolina
$268K – – –
PAMG
1913
Patton Albertson Miller Group
Tennessee
$267K -$30.2K -305 -10%
WCA
1914
Westover Capital Advisors
Delaware
$267K +$267K +2,694 New
LCM
1915
Lewis Capital Management
California
$267K – – –
SCA
1916
Stuart Chaussee & Associates
California
$266K – – –
DCBT
1917
Dakota Community Bank & Trust
North Dakota
$264K -$7.83K -79 -3%
DWM
1918
Destination Wealth Management
California
$264K -$75K -757 -22%
WSC
1919
Wellington Shields & Co
New York
$264K – – –
JFA
1920
JNBA Financial Advisors
Minnesota
$264K +$2.48K +25 +0.9%
LCM
1921
Liberty Capital Management
Michigan
$264K – – –
FFG
1922
Frisch Financial Group
New York
$263K +$14.6K +147 +6%
HFS
1923
Hantz Financial Services
Michigan
$262K -$20.4K -206 -7%
FAT
1924
First American Trust
California
$262K -$1.49K -15 -0.6%
CPRC
1925
Consolidated Portfolio Review Corp
New York
$260K -$11.2K -113 -4%
75 76
77
78 79