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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 %
EWM
1951
Endowment Wealth Management
Wisconsin
$261K -$10.3K -99 -4%
NCM
1952
Northwest Capital Management
Oregon
$260K -$16.5K -158 -6%
BBA
1953
BLB&B Advisors
Pennsylvania
$259K -$18.5K -178 -7%
FLPIM
1954
F.L. Putnam Investment Management
Massachusetts
$259K +$259K +2,487 New
CWM
1955
Curi Wealth Management
North Carolina
$259K -$25.8K -248 -9%
VWM
1956
Venturi Wealth Management
Texas
$258K -$35.8K -344 -12%
NA
1957
Nottingham Advisors
New York
$257K +$104 +1 +0%
CIC
1958
Cornercap Investment Counsel
Georgia
$257K
RHJA
1959
Rice Hall James & Associates
California
$257K -$2.29K -22 -0.9%
PCA
1960
Pallas Capital Advisors
Massachusetts
$257K +$257K +2,351 New
AWG
1961
Altus Wealth Group
Colorado
$257K -$22.5K -216 -8%
FBFS
1962
First Business Financial Services
Wisconsin
$257K +$5.52K +53 +2%
CWS
1963
Confluence Wealth Services
Pennsylvania
$256K +$39.7K +381 +18%
MPCG
1964
Matrix Private Capital Group
New York
$256K -$25.5K -245 -9%
CD
1965
Chapin Davis
Maryland
$256K -$323K -3,102 -56%
WC
1966
Wexford Capital
Florida
$255K +$6.25K +60 +3%
HCA
1967
Harbour Capital Advisors
Virginia
$254K
RI
1968
Ridgewood Investments
New Jersey
$254K -$287K -2,760 -53%
TFP
1969
Tilia Fiduciary Partners
North Carolina
$254K -$31.2K -300 -11%
CSIA
1970
Charles Schwab Investment Advisory
California
$254K -$4.89K -47 -2%
WP
1971
WealthSource Partners
California
$254K -$289K -2,775 -53%
NRS
1972
Neville Rodie & Shaw
New York
$253K
GJCM
1973
Grand Jean Capital Management
California
$253K +$208 +2 +0.1%
LA
1974
LexAurum Advisors
Kansas
$253K +$8.54K +82 +3%
PWM
1975
PBMares Wealth Management
Virginia
$251K +$208 +2 +0.1%