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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
MPW
1901
Monterey Private Wealth
California
$296K +$192 +2 +0.1%
MFT
1902
Moisand Fitzgerald Tamayo
Florida
$295K +$2.69K +28 +0.9%
SW
1903
StrongBox Wealth
Missouri
$295K +$61.1K +636 +26%
MAWCM
1904
Mine & Arao Wealth Creation & Management
California
$294K +$768 +8 +0.3%
LC
1905
Lavaca Capital
Texas
$294K -$938K -9,775 -76%
HBT
1906
Hills Bank & Trust
Iowa
$294K +$1.44K +15 +0.5%
APIM
1907
Agate Pass Investment Management
Washington
$294K -$28.8K -300 -9%
GSC
1908
Grey Street Capital
Illinois
$292K -$55.1K -574 -16%
FCA
1909
FinTrust Capital Advisors
South Carolina
$291K +$18.1K +189 +7%
APW
1910
Axim Planning & Wealth
Ohio
$291K -$29.8K -310 -9%
OL
1911
OneFund LLC
Florida
$290K +$290K +3,022 New
STB
1912
S&T Bank
Pennsylvania
$290K +$2.12K +22 +0.7%
RWM
1913
Rockline Wealth Management
New York
$290K +$290K +3,019 New
IPAM
1914
Investment Partners Asset Management
New Jersey
$289K +$289K +3,008 New
FBT
1915
First Bankers Trust
Kentucky
$289K
KFI
1916
Key Financial Inc
Pennsylvania
$288K
JWA
1917
JFS Wealth Advisors
Pennsylvania
$288K +$25.9K +270 +10%
SRC
1918
Sage Rhino Capital
California
$288K +$1.82K +19 +0.6%
CCM
1919
Carlson Capital Management
Minnesota
$287K -$7.97K -83 -3%
PAG
1920
Private Advisory Group
Washington
$286K
CA
1921
Cornerstone Advisory
Maryland
$286K +$24.1K +251 +9%
EWM
1922
Endowment Wealth Management
Wisconsin
$285K +$576 +6 +0.2%
TWP
1923
Tempus Wealth Planning
California
$283K
B
1924
BetterWealth
California
$283K +$2.02K +21 +0.7%
JAG
1925
Journey Advisory Group
Kentucky
$283K +$19.2K +200 +7%