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SBUX

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$451M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$246M
3
Two Sigma Investments
Two Sigma Investments
New York
+$216M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$147M
5
Squarepoint
Squarepoint
New York
+$117M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$410M
2
Bank of America
Bank of America
North Carolina
-$257M
3
Capital World Investors
Capital World Investors
California
-$199M
4
BlackRock
BlackRock
New York
-$184M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCBT
1926
Dakota Community Bank & Trust
North Dakota
$245K +$913 +10 +0.4%
MCP
1927
Mirador Capital Partners
California
$244K +$31.5K +345 +15%
LCM
1928
Liberty Capital Management
Michigan
$243K – – –
PWMG
1929
Prestige Wealth Management Group
New Jersey
$243K +$3.92K +43 +2%
GFP
1930
Gryphon Financial Partners
Ohio
$242K +$7.58K +83 +3%
SC
1931
Sonen Capital
California
$242K +$34.1K +374 +16%
PCMC
1932
Private Capital Management (Colorado)
Colorado
$241K +$3.1K +34 +1%
MMPW
1933
Mitchell McLeod Pugh & Williams
Alabama
$241K +$36.5K +400 +18%
TFP
1934
Tilia Fiduciary Partners
North Carolina
$240K +$20.7K +227 +9%
BWM
1935
Baystate Wealth Management
Massachusetts
$238K +$15.8K +173 +7%
TCPWM
1936
Traverso Chambers Private Wealth Management
California
$238K +$1.92K +21 +0.8%
FBFS
1937
First Business Financial Services
Wisconsin
$238K +$12.9K +141 +6%
AM
1938
Atwater Malick
Pennsylvania
$237K – – –
VC
1939
Vicus Capital
Pennsylvania
$237K +$237K +2,600 New
AWM
1940
AllSquare Wealth Management
New York
$237K – – –
IDBONY
1941
Israel Discount Bank of New York
New York
$237K – – –
GJCM
1942
Grand Jean Capital Management
California
$237K +$292 +3 +0.1%
CA
1943
Carson Advisory
Georgia
$237K +$183 +2 +0.1%
WPC
1944
White Pine Capital
Minnesota
$236K +$33.3K +365 +16%
MA
1945
MCF Advisors
Kentucky
$235K -$16.6K -182 -7%
SCA
1946
Sage Capital Advisors
South Dakota
$234K +$4.11K +45 +2%
FFG
1947
Frisch Financial Group
New York
$234K -$8.3K -91 -3%
CFC
1948
Coyle Financial Counsel
Illinois
$234K – – –
AWA
1949
Archvest Wealth Advisors
California
$233K +$183 +2 +0.1%
CWM
1950
Cedar Wealth Management
California
$233K – – –
76 77
78
79 80