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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 %
PAM
1901
Peak Asset Management
Colorado
$252K
CWC
1902
Carolinas Wealth Consulting
North Carolina
$252K +$831 +9 +0.3%
IFPG
1903
Intrepid Financial Planning Group
Indiana
$251K
AWP
1904
Ascent Wealth Partners
New York
$251K -$1.41M -15,443 -85%
AR
1905
Apeiron RIA
Texas
$251K +$21.8K +239 +10%
BDFN
1906
Bond & Devick Financial Network
Minnesota
$251K
JAG
1907
Journey Advisory Group
Kentucky
$250K
BBWP
1908
Beacon Bridge Wealth Partners
Pennsylvania
$249K +$249K +2,731 New
JWA
1909
JFS Wealth Advisors
Pennsylvania
$249K +$39.9K +437 +19%
CA
1910
Cornerstone Advisory
Maryland
$249K -$173K -1,896 -41%
THWM
1911
Taylor Hoffman Wealth Management
Virginia
$249K
PAMG
1912
Patton Albertson Miller Group
Tennessee
$249K +$2.92K +32 +1%
LHC
1913
Little House Capital
Massachusetts
$249K -$4.02K -44 -2%
KCM
1914
Kanawha Capital Management
Virginia
$249K -$5.48K -60 -2%
BHC
1915
Bowen Hanes & Co
Florida
$248K
CIC
1916
Chilton Investment Company
Connecticut
$248K +$248K +2,720 New
LCWP
1917
Legacy Capital Wealth Partners
Arkansas
$246K +$246K +2,698 New
WCA
1918
Westover Capital Advisors
Delaware
$246K
LCM
1919
Lewis Capital Management
California
$246K
SAF
1920
Smith Anglin Financial
Texas
$245K -$13.1K -144 -5%
SCA
1921
Stuart Chaussee & Associates
California
$245K
VC
1922
Vestor Capital
Illinois
$245K -$97.7K -1,070 -29%
KA
1923
Klingman & Associates
New York
$245K -$155K -1,699 -39%
HA
1924
Hofer & Associates
California
$245K -$20.5K -225 -8%
JFA
1925
JNBA Financial Advisors
Minnesota
$245K +$1.83K +20 +0.8%